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 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%	705
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

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

Western Wealth Management's EPI Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 153% in Q2 2026, buying an estimated $622K and bringing the position to 24,141 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #466.

Western Wealth Management first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Western Wealth Management held 24,141 shares of WisdomTree India Earnings Fund ETF worth $1.03M as of Q2 2026.
Western Wealth Management bought 14,581 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $622K.
WisdomTree India Earnings Fund ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #466 holding.
Western Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.