Tidemark’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Tidemark’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	$1.59K	Hold	37	–	–	﹤0.01%	711
2026 Q1	$1.51K	Hold	37	–	–	﹤0.01%	674
2025 Q4	$1.72K	Hold	37	–	–	﹤0.01%	586
2025 Q3	$1.64K	Hold	37	–	–	﹤0.01%	611
2025 Q2	$1.76K	Hold	37	–	–	﹤0.01%	611
2025 Q1	$1.62K	Hold	37	–	–	﹤0.01%	632
2024 Q4	$1.68K	Buy	+37	New	+$1.75K	﹤0.01%	597

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

Tidemark's EPI Position: Q2 2026 in Review

Tidemark held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 37 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Tidemark first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Tidemark held 37 shares of WisdomTree India Earnings Fund ETF worth $1.59K as of Q2 2026.
Tidemark left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #711 holding.
Tidemark first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
Tidemark's WisdomTree India Earnings Fund ETF position peaked at $1.76K in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.