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Walsh & Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Walsh & Associates’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 		$4.28K Hold
100
– – ﹤0.01% 214
2026
Q1 		$4.08K Hold
100
– – ﹤0.01% 201
2025
Q4 		$4.63K Buy
+100
New +$4.58K ﹤0.01% 202

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

Walsh & Associates's EPI Position: Q2 2026 in Review

Walsh & Associates held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 100 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Walsh & Associates first reported a position in EPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.63K in Q4 2025. 249 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Walsh & Associates held 100 shares of WisdomTree India Earnings Fund ETF worth $4.28K as of Q2 2026.
  • Walsh & Associates left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #214 holding.
  • Walsh & Associates first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's WisdomTree India Earnings Fund ETF position peaked at $4.63K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.