Trivium Point Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Trivium Point Advisory’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	$1.51M	Buy	+35,409	New	+$1.51M	0.14%	145
2026 Q1	–	Sell	-39,146	Closed	-$1.81M	–	291
2025 Q4	$1.81M	Sell	39,146 -1,968	-5%	-$90.1K	0.18%	127
2025 Q3	$1.82M	Buy	41,114 +937	+2%	+$42.5K	0.19%	126
2025 Q2	$1.91M	Sell	40,177 -576	-1%	-$26.1K	0.21%	124
2025 Q1	$1.78M	Sell	40,753 -33,430	-45%	-$1.43M	0.22%	118
2024 Q4	$3.36M	Buy	74,183 +2,089	+3%	+$99.1K	0.42%	74
2024 Q3	$3.3M	Buy	72,094 +17,359	+32%	+$856K	0.46%	70
2024 Q2	$2.64M	Buy	+54,735	New	+$2.5M	0.39%	82

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

Trivium Point Advisory's EPI Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 35,409 shares worth $1.51M. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in EPI as recently as Q4 2025.

Trivium Point Advisory first reported a position in EPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Trivium Point Advisory held 35,409 shares of WisdomTree India Earnings Fund ETF worth $1.51M as of Q2 2026.
WisdomTree India Earnings Fund ETF was a new Trivium Point Advisory position in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.14% of Trivium Point Advisory's portfolio in Q2 2026, its #145 holding.
Trivium Point Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 8 quarters since.
Trivium Point Advisory's WisdomTree India Earnings Fund ETF position peaked at $3.36M in Q4 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.