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Trust Company of Toledo’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Trust Company of Toledo’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 		$190K Hold
4,443
– – 0.02% 298
2026
Q1 		$181K Buy
4,443
+1,979
+80% +$87.5K 0.02% 294
2025
Q4 		$114K Buy
2,464
+306
+14% +$14K 0.01% 326
2025
Q3 		$95.4K Buy
+2,158
New +$97.9K 0.01% 357

Other funds holding EPI

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trust Company of Toledo's EPI Position: Q2 2026 in Review

Trust Company of Toledo held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 4,443 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #298.

Trust Company of Toledo first reported a position in EPI in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Trust Company of Toledo held 4,443 shares of WisdomTree India Earnings Fund ETF worth $190K as of Q2 2026.
  • Trust Company of Toledo left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Trust Company of Toledo's portfolio in Q2 2026, its #298 holding.
  • Trust Company of Toledo first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.