UB
EPI icon

UMB Bank’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

UMB Bank’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
Q1 		$296K Hold
7,258
– – ﹤0.01% 592
2025
Q4 		$336K Hold
7,258
– – ﹤0.01% 549
2025
Q3 		$321K Sell
7,258
-176
-2% -$7.99K ﹤0.01% 517
2025
Q2 		$353K Hold
7,434
– – 0.01% 476
2025
Q1 		$325K Hold
7,434
– – 0.01% 478
2024
Q4 		$337K Hold
7,434
– – 0.01% 472
2024
Q3 		$375K Hold
7,434
– – 0.01% 449
2024
Q2 		$359K Hold
7,434
– – 0.01% 442
2024
Q1 		$324K Buy
7,434
+2,341
+46% +$101K 0.01% 479
2023
Q4 		$209K Hold
5,093
– – ﹤0.01% 571
2023
Q3 		$187K Hold
5,093
– – ﹤0.01% 577
2023
Q2 		$177K Hold
5,093
– – ﹤0.01% 597
2023
Q1 		$161K Hold
5,093
– – ﹤0.01% 604
2022
Q4 		$166K Buy
5,093
+1,058
+26% +$34.3K ﹤0.01% 610
2022
Q3 		$123K Buy
4,035
+698
+21% +$22.2K ﹤0.01% 682
2022
Q2 		$99K Buy
3,337
+1,251
+60% +$42.6K ﹤0.01% 757
2022
Q1 		$75K Buy
2,086
+1,086
+109% +$39.4K ﹤0.01% 843
2021
Q4 		$36K Buy
+1,000
New +$37.4K ﹤0.01% 1087

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return