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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
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 $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Sweeney & Michel's EPI Position: Q1 2026 in Review

Sweeney & Michel increased its WisdomTree India Earnings Fund ETF (EPI) stake by 2% in Q1 2026, buying an estimated $8.84K and bringing the position to 10,316 shares worth $443K. The position accounts for 0.13% of the portfolio, ranked #99.

Sweeney & Michel first reported a position in EPI in Q3 2024 and has held it in 6 quarters since. The position peaked at $915K in Q3 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Sweeney & Michel held 10,316 shares of WisdomTree India Earnings Fund ETF worth $443K as of Q1 2026.
  • Sweeney & Michel bought 200 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $8.84K.
  • WisdomTree India Earnings Fund ETF made up 0.13% of Sweeney & Michel's portfolio in Q1 2026, its #99 holding.
  • Sweeney & Michel first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 6 quarters since.
  • Sweeney & Michel's WisdomTree India Earnings Fund ETF position peaked at $915K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.