Western Wealth Management
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Western Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Western Wealth Management’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
Q3 		$791K Sell
19,424
-4,717
-20% -$201K 0.03% 537
2026
Q2 		$1.03M Buy
24,141
+14,581
+153% +$622K 0.03% 466
2026
Q1 		$390K Sell
9,560
-278
-3% -$12.3K 0.01% 706
2025
Q4 		$455K Sell
9,838
-509
-5% -$23.3K 0.02% 539
2025
Q3 		$457K Buy
10,347
+18
+0.2% +$817 0.02% 466
2025
Q2 		$490K Buy
10,329
+1,224
+13% +$55.5K 0.03% 417
2025
Q1 		$398K Buy
9,105
+691
+8% +$29.6K 0.03% 445
2024
Q4 		$381K Buy
8,414
+2,833
+51% +$134K 0.02% 532
2024
Q3 		$282K Buy
5,581
+760
+16% +$37.5K 0.02% 620
2024
Q2 		$233K Buy
+4,821
New +$220K 0.02% 582

Other funds holding EPI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Western Wealth Management's EPI Position: Q3 2026 in Review

Western Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 20% in Q3 2026, selling an estimated $201K and leaving 19,424 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #537.

Western Wealth Management first reported a position in EPI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2026. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Western Wealth Management held 19,424 shares of WisdomTree India Earnings Fund ETF worth $791K as of Q3 2026.
  • Western Wealth Management sold 4,717 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $201K.
  • WisdomTree India Earnings Fund ETF made up 0.03% of Western Wealth Management's portfolio in Q3 2026, its #537 holding.
  • Western Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 10 quarters since.
  • Western Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.03M in Q2 2026.
  • 198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.