Truist Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Truist Financial’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	$208K	Buy	+4,853	New	+$207K	﹤0.01%	2769
2025 Q1	–	Sell	-79,343	Closed	-$3.59M	–	2578
2024 Q4	$3.59M	Sell	79,343 -5,128	-6%	-$243K	0.01%	970
2024 Q3	$4.26M	Sell	84,471 -277	-0.3%	-$13.7K	0.01%	894
2024 Q2	$4.09M	Buy	+84,748	New	+$3.86M	0.01%	947
2020 Q1	–	Sell	-510,616	Closed	-$12.7M	–	2426
2019 Q4	$12.7M	Buy	+510,616	New	+$12.4M	0.03%	509

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

Truist Financial's EPI Position: Q2 2026 in Review

Truist Financial opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 4,853 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2769 among its holdings. This is a return to the name: Truist Financial previously reported a position in EPI as recently as Q4 2024.

Truist Financial first reported a position in EPI in Q4 2019 and has held it in 5 quarters since. The position peaked at $12.7M in Q4 2019. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Truist Financial held 4,853 shares of WisdomTree India Earnings Fund ETF worth $208K as of Q2 2026.
WisdomTree India Earnings Fund ETF was a new Truist Financial position in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2769 holding.
Truist Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 5 quarters since.
Truist Financial's WisdomTree India Earnings Fund ETF position peaked at $12.7M in Q4 2019.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.