Evelyn Partners Group Ltd’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Evelyn Partners Group Ltd’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	$1.42M	Buy	+18,862	New	+$804K	﹤0.01%	162

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Evelyn Partners Group Ltd's EPI Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 18,862 shares worth $1.42M. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings.

137 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Evelyn Partners Group Ltd held 18,862 shares of WisdomTree India Earnings Fund ETF worth $1.42M as of Q2 2026.
WisdomTree India Earnings Fund ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #162 holding.
137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.