Wealthfront Advisers
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Wealthfront Advisers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealthfront Advisers’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 		$2.26M Sell
52,881
-16,105
-23% -$687K ﹤0.01% 591
2026
Q1 		$2.81M Buy
68,986
+16,335
+31% +$722K 0.01% 546
2025
Q4 		$2.44M Sell
52,651
-4,118
-7% -$189K 0.01% 558
2025
Q3 		$2.51M Buy
56,769
+6,502
+13% +$295K 0.01% 541
2025
Q2 		$2.39M Sell
50,267
-3,176
-6% -$144K 0.01% 535
2025
Q1 		$2.34M Sell
53,443
-17,572
-25% -$753K 0.01% 503
2024
Q4 		$3.21M Buy
71,015
+11,282
+19% +$535K 0.01% 417
2024
Q3 		$3.01M Buy
59,733
+2,146
+4% +$106K 0.01% 410
2024
Q2 		$2.78M Buy
57,587
+9,666
+20% +$441K 0.01% 402
2024
Q1 		$2.09M Buy
47,921
+14,515
+43% +$624K 0.01% 477
2023
Q4 		$1.37M Buy
33,406
+3,994
+14% +$151K 0.01% 534
2023
Q3 		$1.08M Buy
29,412
+718
+3% +$26K ﹤0.01% 540
2023
Q2 		$999K Sell
28,694
-3,146
-10% -$104K ﹤0.01% 555
2023
Q1 		$1M Buy
31,840
+2,898
+10% +$93.3K ﹤0.01% 527
2022
Q4 		$943K Buy
28,942
+18,468
+176% +$598K ﹤0.01% 524
2022
Q3 		$320K Sell
10,474
-6,661
-39% -$212K ﹤0.01% 677
2022
Q2 		$508K Sell
17,135
-35,439
-67% -$1.21M ﹤0.01% 586
2022
Q1 		$1.89M Buy
52,574
+34,990
+199% +$1.27M 0.01% 408
2021
Q4 		$642K Buy
+17,584
New +$657K ﹤0.01% 555

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

Wealthfront Advisers's EPI Position: Q2 2026 in Review

Wealthfront Advisers reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 23% in Q2 2026, selling an estimated $687K and leaving 52,881 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Wealthfront Advisers first reported a position in EPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q4 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Wealthfront Advisers held 52,881 shares of WisdomTree India Earnings Fund ETF worth $2.26M as of Q2 2026.
  • Wealthfront Advisers sold 16,105 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $687K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #591 holding.
  • Wealthfront Advisers first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealthfront Advisers's WisdomTree India Earnings Fund ETF position peaked at $3.21M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.