Venture Visionary Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Venture Visionary Partners’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	$18.4M	Buy	430,870 +4,231	+1%	+$180K	0.51%	47
2026 Q1	$17.4M	Sell	426,639 -25,142	-6%	-$1.11M	0.58%	34
2025 Q4	$20.9M	Buy	451,781 +578	+0.1%	+$26.5K	0.68%	30
2025 Q3	$19.9M	Buy	451,203 +7,669	+2%	+$348K	0.68%	28
2025 Q2	$21.1M	Buy	443,534 +3,900	+0.9%	+$177K	0.79%	26
2025 Q1	$19.2M	Sell	439,634 -62,670	-12%	-$2.69M	0.8%	28
2024 Q4	$22.7M	Buy	502,304 +2,545	+0.5%	+$121K	0.96%	20
2024 Q3	$25.2M	Buy	499,759 +34,935	+8%	+$1.72M	1.1%	16
2024 Q2	$22.4M	Buy	464,824 +94,649	+26%	+$4.32M	1.03%	18
2024 Q1	$16.1M	Buy	370,175 +220,866	+148%	+$9.49M	0.76%	29
2023 Q4	$6.12M	Buy	+149,309	New	+$5.66M	0.32%	84
2022 Q3	–	Sell	-79	Closed	-$2.34K	–	788
2022 Q2	$2.34K	Buy	+79	New	+$2.69K	﹤0.01%	1520

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

Venture Visionary Partners's EPI Position: Q2 2026 in Review

Venture Visionary Partners increased its WisdomTree India Earnings Fund ETF (EPI) stake by 0.99% in Q2 2026, buying an estimated $180K and bringing the position to 430,870 shares worth $18.4M. The position accounts for 0.51% of the portfolio, ranked #47.

Venture Visionary Partners first reported a position in EPI in Q2 2022 and has held it in 12 quarters since. The position peaked at $25.2M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Venture Visionary Partners held 430,870 shares of WisdomTree India Earnings Fund ETF worth $18.4M as of Q2 2026.
Venture Visionary Partners bought 4,231 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $180K.
WisdomTree India Earnings Fund ETF made up 0.51% of Venture Visionary Partners's portfolio in Q2 2026, its #47 holding.
Venture Visionary Partners first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and has held it in 12 quarters since.
Venture Visionary Partners's WisdomTree India Earnings Fund ETF position peaked at $25.2M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.