Viewpoint Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Viewpoint Capital Management’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	$1.03M	Hold	23,972	–	–	0.52%	48
2026 Q1	$978K	Hold	23,972	–	–	0.46%	52
2025 Q4	$1.11M	Hold	23,972	–	–	0.48%	51
2025 Q3	$1.06M	Hold	23,972	–	–	0.47%	51
2025 Q2	$1.14M	Hold	23,972	–	–	0.56%	46
2025 Q1	$1.05M	Hold	23,972	–	–	0.56%	47
2024 Q4	$1.09M	Hold	23,972	–	–	0.57%	45
2024 Q3	$1.22M	Hold	23,972	–	–	0.68%	40
2024 Q2	$1.16M	Hold	23,972	–	–	0.71%	34
2024 Q1	$1.04M	Hold	23,972	–	–	0.66%	39
2023 Q4	$983K	Hold	23,972	–	–	0.69%	39
2023 Q3	$881K	Hold	23,972	–	–	0.7%	37
2023 Q2	$834K	Hold	23,972	–	–	0.65%	41
2023 Q1	$756K	Hold	23,972	–	–	0.68%	41
2022 Q4	$781K	Hold	23,972	–	–	0.76%	37
2022 Q3	$732K	Buy	23,972 +1,636	+7%	+$52K	0.72%	38
2022 Q2	$662K	Hold	22,336	–	–	0.62%	43
2022 Q1	$804K	Hold	22,336	–	–	0.62%	40
2021 Q4	$815K	Buy	+22,336	New	+$835K	0.59%	43

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

Viewpoint Capital Management's EPI Position: Q2 2026 in Review

Viewpoint Capital Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 23,972 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #48.

Viewpoint Capital Management first reported a position in EPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Viewpoint Capital Management held 23,972 shares of WisdomTree India Earnings Fund ETF worth $1.03M as of Q2 2026.
Viewpoint Capital Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.52% of Viewpoint Capital Management's portfolio in Q2 2026, its #48 holding.
Viewpoint Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's WisdomTree India Earnings Fund ETF position peaked at $1.22M in Q3 2024.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.