Theory Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Theory Financial’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	–	Sell	-26,624	Closed	-$1.09M	–	100
2026 Q1	$1.09M	Sell	26,624 -43,933	-62%	-$1.94M	0.38%	56
2025 Q4	$3.12M	Sell	70,557 -9,212	-12%	-$422K	1.05%	33
2025 Q3	$3.71M	Buy	79,769 +36,477	+84%	+$1.66M	1.31%	26
2025 Q2	$1.94M	Sell	43,292 -33,867	-44%	-$1.54M	0.74%	39
2025 Q1	$3.37M	Buy	77,159 +6,651	+9%	+$285K	1.42%	20
2024 Q4	$3.19M	Buy	70,508 +3,063	+5%	+$145K	1.33%	31
2024 Q3	$3.19M	Sell	67,445 -4,174	-6%	-$206K	1.41%	30
2024 Q2	$3.46M	Sell	71,619 -17,422	-20%	-$794K	1.63%	22
2024 Q1	$3.88M	Sell	89,041 -8,146	-8%	-$350K	1.97%	30
2023 Q4	$3.98M	Buy	+97,187	New	+$3.68M	2.13%	22

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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 $468B AUM 17.69% 1-Year Est. Return

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

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

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Theory Financial's EPI Position: Q2 2026 in Review

Theory Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 26,624 shares — an estimated $1.09M sold.

Theory Financial first reported a position in EPI in Q4 2023 and held it in 10 quarters. The position peaked at $3.98M in Q4 2023. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Theory Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Theory Financial sold 26,624 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.09M.
Theory Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 10 quarters.
Theory Financial's WisdomTree India Earnings Fund ETF position peaked at $3.98M in Q4 2023.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.