UBS AM’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

UBS AM’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	$16.8K	Hold	392	–	–	﹤0.01%	3157
2026 Q1	$16K	Buy	+392	New	+$17.3K	﹤0.01%	3179
2019 Q4	–	Sell	-319	Closed	-$7.61K	–	2618
2019 Q3	$7.61K	Hold	319	–	–	﹤0.01%	2821
2019 Q2	$8.31K	Hold	319	–	–	﹤0.01%	2785
2019 Q1	$8.4K	Hold	319	–	–	﹤0.01%	2709
2018 Q4	$7.91K	Sell	319 -108	-25%	-$2.52K	﹤0.01%	2679
2018 Q3	$10.3K	Hold	427	–	–	﹤0.01%	2656
2018 Q2	$10.7K	Buy	427 +157	+58%	+$4.08K	﹤0.01%	2675
2018 Q1	$7.08K	Buy	+270	New	+$7.43K	﹤0.01%	2590

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

UBS AM's EPI Position: Q2 2026 in Review

UBS AM held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 392 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

UBS AM first reported a position in EPI in Q1 2018 and has held it in 9 quarters since. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

UBS AM held 392 shares of WisdomTree India Earnings Fund ETF worth $16.8K as of Q2 2026.
UBS AM left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3157 holding.
UBS AM first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and has held it in 9 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.