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Wellington-Altus USA’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wellington-Altus USA’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
Q1 		– Sell
-215
Closed -$9.95K – 713
2025
Q4 		$9.95K Buy
+215
New +$9.85K 0.01% 578

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Wellington-Altus USA's EPI Position: Q1 2026 in Review

Wellington-Altus USA sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 215 shares — an estimated $9.95K sold.

Wellington-Altus USA first reported a position in EPI in Q4 2025 and held it in 1 quarter. The position peaked at $9.95K in Q4 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Wellington-Altus USA reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 215 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $9.95K.
  • Wellington-Altus USA first reported a position in WisdomTree India Earnings Fund ETF in Q4 2025 and held it in 1 quarter.
  • Wellington-Altus USA's WisdomTree India Earnings Fund ETF position peaked at $9.95K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.