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Valeo Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Valeo Financial Advisors’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 		$339K Buy
+7,929
New +$338K 0.01% 577
2026
Q1 		– Sell
-10,836
Closed -$502K – 794
2025
Q4 		$502K Sell
10,836
-268
-2% -$12.3K 0.01% 460
2025
Q3 		$491K Sell
11,104
-38,608
-78% -$1.75M 0.01% 469
2025
Q2 		$672K Buy
49,712
+36,242
+269% +$1.64M 0.02% 385
2025
Q1 		$589K Buy
13,470
+677
+5% +$29K 0.02% 371
2024
Q4 		$579K Buy
12,793
+480
+4% +$22.8K 0.02% 380
2024
Q3 		$621K Buy
12,313
+761
+7% +$37.5K 0.02% 361
2024
Q2 		$558K Buy
11,552
+883
+8% +$40.3K 0.02% 362
2024
Q1 		$477K Buy
10,669
+5,053
+90% +$217K 0.02% 389
2023
Q4 		$230K Buy
+5,616
New +$213K 0.01% 563
2020
Q3 		– Sell
-323
Closed -$6K – 1747
2020
Q2 		$6K Buy
323
+2
+0.6% +$36 ﹤0.01% 1443
2020
Q1 		$5K Hold
321
– – ﹤0.01% 1294
2019
Q4 		$8K Buy
+321
New +$7.79K ﹤0.01% 1161
2019
Q1 		– Sell
-102
Closed -$3K – 1570
2018
Q4 		$3K Hold
102
– – ﹤0.01% 1200
2018
Q3 		$2K Hold
102
– – ﹤0.01% 1451
2018
Q2 		$3K Buy
+102
New +$2.65K ﹤0.01% 1249

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Valeo Financial Advisors's EPI Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 7,929 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in EPI as recently as Q4 2025.

Valeo Financial Advisors first reported a position in EPI in Q2 2018 and has held it in 16 quarters since. The position peaked at $672K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Valeo Financial Advisors held 7,929 shares of WisdomTree India Earnings Fund ETF worth $339K as of Q2 2026.
  • WisdomTree India Earnings Fund ETF was a new Valeo Financial Advisors position in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #577 holding.
  • Valeo Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2018 and has held it in 16 quarters since.
  • Valeo Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $672K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.