Whitaker-Myers Wealth Managers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.12M	Sell	26,182 -2,285	-8%	-$97.4K	0.19%	70
2026 Q1	$1.16M	Sell	28,467 -4,923	-15%	-$218K	0.23%	67
2025 Q4	$1.55M	Sell	33,390 -8,212	-20%	-$376K	0.32%	55
2025 Q3	$1.84M	Sell	41,602 -254,683	-86%	-$11.6M	0.4%	37
2025 Q2	$14.1M	Buy	296,285 +6,609	+2%	+$300K	3.54%	11
2025 Q1	$12.7M	Buy	289,676 +45,664	+19%	+$1.96M	3.55%	9
2024 Q4	$11M	Buy	244,012 +33,459	+16%	+$1.59M	3.22%	10
2024 Q3	$10.6M	Sell	210,553 -11,209	-5%	-$553K	3.53%	8
2024 Q2	$10.7M	Buy	221,762 +41,717	+23%	+$1.9M	3.95%	7
2024 Q1	$7.84M	Buy	180,045 +19,809	+12%	+$851K	3.31%	9
2023 Q4	$6.57M	Buy	160,236 +22,047	+16%	+$836K	3.27%	9
2023 Q3	$5.08M	Buy	+138,189	New	+$5M	3.15%	9

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

Whitaker-Myers Wealth Managers's EPI Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8% in Q2 2026, selling an estimated $97.4K and leaving 26,182 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #70.

Whitaker-Myers Wealth Managers first reported a position in EPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.1M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Whitaker-Myers Wealth Managers held 26,182 shares of WisdomTree India Earnings Fund ETF worth $1.12M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 2,285 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $97.4K.
WisdomTree India Earnings Fund ETF made up 0.19% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #70 holding.
Whitaker-Myers Wealth Managers first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 12 quarters since.
Whitaker-Myers Wealth Managers's WisdomTree India Earnings Fund ETF position peaked at $14.1M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.