Sunbelt Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sunbelt Securities’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	$1.08M	Buy	26,535 +2,174	+9%	+$96.1K	0.07%	241
2025 Q4	$1.13M	Buy	24,361 +1,872	+8%	+$85.7K	0.08%	214
2025 Q3	$994K	Buy	22,489 +21,991	+4,416%	+$998K	0.07%	239
2025 Q2	$22.6K	Hold	498	–	–	﹤0.01%	1145
2025 Q1	$21.8K	Hold	498	–	–	﹤0.01%	1109
2024 Q4	$22.5K	Buy	498 +1	+0.2%	+$47	﹤0.01%	1145
2024 Q3	$25.1K	Hold	497	–	–	﹤0.01%	1114
2024 Q2	$24K	Buy	+497	New	+$22.7K	﹤0.01%	1083
2019 Q3	–	Sell	-12,290	Closed	-$320K	–	593
2019 Q2	$320K	Hold	12,290	–	–	0.14%	188
2019 Q1	$324K	Buy	12,290 +489	+4%	+$12K	0.16%	166
2018 Q4	$293K	Buy	11,801 +101	+0.9%	+$2.36K	0.17%	158
2018 Q3	$282K	Buy	11,700 +2,410	+26%	+$62.7K	0.15%	169
2018 Q2	$234K	Buy	9,290 +475	+5%	+$12.3K	0.14%	187
2018 Q1	$231K	Buy	8,815 +250	+3%	+$6.88K	0.21%	163
2017 Q4	$238K	Hold	8,565	–	–	0.23%	146
2017 Q3	$216K	Buy	+8,565	New	+$223K	0.23%	147

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Sunbelt Securities's EPI Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree India Earnings Fund ETF (EPI) stake by 8.9% in Q1 2026, buying an estimated $96.1K and bringing the position to 26,535 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #241.

Sunbelt Securities first reported a position in EPI in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Sunbelt Securities held 26,535 shares of WisdomTree India Earnings Fund ETF worth $1.08M as of Q1 2026.
Sunbelt Securities bought 2,174 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $96.1K.
WisdomTree India Earnings Fund ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #241 holding.
Sunbelt Securities first reported a position in WisdomTree India Earnings Fund ETF in Q3 2017 and has held it in 16 quarters since.
Sunbelt Securities's WisdomTree India Earnings Fund ETF position peaked at $1.13M in Q4 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.