Wealthcare Advisory Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealthcare Advisory 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	–	Sell	-5,122	Closed	-$209K	–	1108
2026 Q1	$209K	Sell	5,122 -1,238	-19%	-$54.7K	﹤0.01%	1011
2025 Q4	$294K	Buy	6,360 +1,009	+19%	+$46.2K	0.01%	880
2025 Q3	$237K	Buy	5,351 +230	+4%	+$10.4K	﹤0.01%	923
2025 Q2	$243K	Buy	+5,121	New	+$232K	0.01%	867
2021 Q2	–	Sell	-897	Closed	-$28K	–	922
2021 Q1	$28K	Buy	+897	New	+$27.9K	﹤0.01%	1082
2020 Q2	–	Sell	-897	Closed	-$15K	–	616
2020 Q1	$15K	Hold	897	–	–	﹤0.01%	804
2019 Q4	$22K	Hold	897	–	–	﹤0.01%	740
2019 Q3	$21K	Hold	897	–	–	﹤0.01%	736
2019 Q2	$23K	Hold	897	–	–	﹤0.01%	689
2019 Q1	$24K	Hold	897	–	–	﹤0.01%	615
2018 Q4	$22K	Sell	897 -159	-15%	-$3.71K	﹤0.01%	601
2018 Q3	$25K	Hold	1,056	–	–	﹤0.01%	615
2018 Q2	$27K	Buy	1,056 +420	+66%	+$10.9K	0.01%	592
2018 Q1	$17K	Buy	636 +30	+5%	+$825	﹤0.01%	620
2017 Q4	$17K	Hold	606	–	–	﹤0.01%	569
2017 Q3	$15K	Buy	+606	New	+$15.8K	﹤0.01%	471

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

Wealthcare Advisory Partners's EPI Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 5,122 shares — an estimated $209K sold.

Wealthcare Advisory Partners first reported a position in EPI in Q3 2017 and held it in 16 quarters. The position peaked at $294K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Wealthcare Advisory Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,122 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $209K.
Wealthcare Advisory Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2017 and held it in 16 quarters.
Wealthcare Advisory Partners's WisdomTree India Earnings Fund ETF position peaked at $294K in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.