Sweeney & Michel’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sweeney & Michel’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 Q2	$451K	Hold	10,316	–	–	0.12%	103
2026 Q1	$443K	Buy	10,316 +200	+2%	+$8.84K	0.13%	99
2025 Q4	$468K	Sell	10,116 -10,304	-50%	-$472K	0.14%	97
2025 Q3	$915K	Buy	20,420 +1,317	+7%	+$59.8K	0.31%	54
2025 Q2	$893K	Buy	19,103 +1,840	+11%	+$83.5K	0.32%	56
2025 Q1	$713K	Buy	+17,263	New	+$740K	0.31%	56
2024 Q3	$836K	Buy	+17,156	New	+$846K	0.33%	54

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Sweeney & Michel's EPI Position: Q2 2026 in Review

Sweeney & Michel held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 10,316 shares worth $451K. The position accounts for 0.12% of the portfolio, ranked #103.

Sweeney & Michel first reported a position in EPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $915K in Q3 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Sweeney & Michel held 10,316 shares of WisdomTree India Earnings Fund ETF worth $451K as of Q2 2026.
Sweeney & Michel left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.12% of Sweeney & Michel's portfolio in Q2 2026, its #103 holding.
Sweeney & Michel first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 7 quarters since.
Sweeney & Michel's WisdomTree India Earnings Fund ETF position peaked at $915K in Q3 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.