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 Q2	$310K	Hold	7,258	–	–	﹤0.01%	601
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 $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

UMB Bank's EPI Position: Q2 2026 in Review

UMB Bank held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 7,258 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

UMB Bank first reported a position in EPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $375K in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

UMB Bank held 7,258 shares of WisdomTree India Earnings Fund ETF worth $310K as of Q2 2026.
UMB Bank left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #601 holding.
UMB Bank first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's WisdomTree India Earnings Fund ETF position peaked at $375K in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.