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

Waverly 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 		– Sell
-54,416
Closed -$2.22M – 1775
2026
Q1 		$2.22M Buy
+54,416
New +$2.41M 0.02% 626
2014
Q1 		– Sell
-113
Closed -$2K – 730
2013
Q4 		$2K Hold
113
– – ﹤0.01% 776
2013
Q3 		$2K Buy
+113
New +$1.75K ﹤0.01% 536

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

Waverly Advisors's EPI Position: Q2 2026 in Review

Waverly Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 54,416 shares — an estimated $2.22M sold.

Waverly Advisors first reported a position in EPI in Q3 2013 and held it in 3 quarters. The position peaked at $2.22M in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Waverly Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 54,416 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $2.22M.
  • Waverly Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 3 quarters.
  • Waverly Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.22M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.