Thrivent Financial for Lutherans
EPI icon

Thrivent Financial for Lutherans’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Thrivent Financial for Lutherans’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 		$326K Sell
7,980
-4,240
-35% -$187K ﹤0.01% 2355
2025
Q4 		$566K Buy
+12,220
New +$560K ﹤0.01% 2203
2025
Q3 		– Sell
-170,898
Closed -$8.11M – 2443
2025
Q2 		$8.11M Sell
170,898
-64,668
-27% -$2.93M 0.02% 638
2025
Q1 		$11.1M Sell
235,566
-847,826
-78% -$36.4M 0.02% 574
2024
Q4 		$49.4M Buy
1,083,392
+66,186
+7% +$3.14M 0.1% 277
2024
Q3 		$51.3M Buy
1,017,206
+171,553
+20% +$8.46M 0.1% 267
2024
Q2 		$40.8M Sell
845,653
-119,231
-12% -$5.44M 0.08% 294
2024
Q1 		$42M Buy
964,884
+263,586
+38% +$11.3M 0.08% 286
2023
Q4 		$28.8M Buy
701,298
+480,454
+218% +$18.2M 0.06% 342
2023
Q3 		$8.12M Buy
+220,844
New +$7.99M 0.02% 664
2017
Q2 		– Sell
-100
Closed -$2K – 2042
2017
Q1 		$2K Hold
100
– – ﹤0.01% 1981
2016
Q4 		$2K Sell
100
-109
-52% -$2.27K ﹤0.01% 1969
2016
Q3 		$5K Hold
209
– – ﹤0.01% 1968
2016
Q2 		$4K Buy
+209
New +$4.09K ﹤0.01% 1987
2015
Q3 		– Sell
-100
Closed -$2K – 1817
2015
Q2 		$2K Hold
100
– – ﹤0.01% 1817
2015
Q1 		$2K Buy
+100
New +$2.33K ﹤0.01% 1801

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 $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Thrivent Financial for Lutherans's EPI Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 35% in Q1 2026, selling an estimated $187K and leaving 7,980 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Thrivent Financial for Lutherans first reported a position in EPI in Q1 2015 and has held it in 16 quarters since. The position peaked at $51.3M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Thrivent Financial for Lutherans held 7,980 shares of WisdomTree India Earnings Fund ETF worth $326K as of Q1 2026.
  • Thrivent Financial for Lutherans sold 4,240 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $187K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2355 holding.
  • Thrivent Financial for Lutherans first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and has held it in 16 quarters since.
  • Thrivent Financial for Lutherans's WisdomTree India Earnings Fund ETF position peaked at $51.3M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.