TWM
EPI icon

TopTier Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

TopTier Wealth Management’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
-4,689
Closed -$191K – 308
2026
Q1 		$191K Buy
+4,689
New +$207K 0.12% 131

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

TopTier Wealth Management's EPI Position: Q2 2026 in Review

TopTier Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 4,689 shares — an estimated $191K sold.

TopTier Wealth Management first reported a position in EPI in Q1 2026 and held it in 1 quarter. The position peaked at $191K in Q1 2026. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • TopTier Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 4,689 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $191K.
  • TopTier Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $191K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.