Summit Trail Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Summit Trail Advisors’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,181	Closed	-$379K	–	1462
2025 Q4	$379K	Sell	8,181 -284,886	-97%	-$13M	0.01%	1160
2025 Q3	$13M	Buy	293,067 +49,026	+20%	+$2.23M	0.18%	68
2025 Q2	$11.6M	Sell	244,041 -4,601	-2%	-$209K	0.2%	65
2025 Q1	$10.9M	Buy	248,642 +34,036	+16%	+$1.46M	0.36%	29
2024 Q4	$9.72M	Buy	214,606 +15,674	+8%	+$743K	0.36%	29
2024 Q3	$10M	Buy	198,932 +134,755	+210%	+$6.64M	0.25%	49
2024 Q2	$3.1M	Buy	+64,177	New	+$2.93M	0.08%	104
2020 Q2	–	Sell	-10,900	Closed	-$177K	–	173
2020 Q1	$177K	Buy	+10,900	New	+$243K	0.05%	112

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return