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

Trajan Wealth’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	$17M	Buy	398,476 +23,592	+6%	+$1.01M	0.64%	43
2026 Q1	$15.3M	Buy	374,884 +23,676	+7%	+$1.05M	0.62%	46
2025 Q4	$16.3M	Buy	351,208 +2,572	+0.7%	+$118K	0.68%	42
2025 Q3	$15.4M	Sell	348,636 -2,642	-0.8%	-$120K	0.67%	42
2025 Q2	$16.7M	Buy	351,278 +87,467	+33%	+$3.97M	0.82%	37
2025 Q1	$11.5M	Buy	263,811 +14,562	+6%	+$624K	0.63%	45
2024 Q4	$11.3M	Buy	249,249 +20,008	+9%	+$949K	0.62%	46
2024 Q3	$11.6M	Sell	229,241 -16,780	-7%	-$827K	0.68%	39
2024 Q2	$11.9M	Sell	246,021 -8,328	-3%	-$380K	0.76%	38
2024 Q1	$11.1M	Buy	+254,349	New	+$10.9M	0.75%	36

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

Trajan Wealth's EPI Position: Q2 2026 in Review

Trajan Wealth increased its WisdomTree India Earnings Fund ETF (EPI) stake by 6.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 398,476 shares worth $17M. The position accounts for 0.64% of the portfolio, ranked #43.

Trajan Wealth first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Trajan Wealth held 398,476 shares of WisdomTree India Earnings Fund ETF worth $17M as of Q2 2026.
Trajan Wealth bought 23,592 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.01M.
WisdomTree India Earnings Fund ETF made up 0.64% of Trajan Wealth's portfolio in Q2 2026, its #43 holding.
Trajan Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.