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Stonebridge Financial Group, LLC/CA’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$761K Buy
+17,794
New +$759K 0.11% 133

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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Stonebridge Financial Group, LLC/CA's EPI Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 17,794 shares worth $761K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

211 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 17,794 shares of WisdomTree India Earnings Fund ETF worth $761K as of Q2 2026.
  • WisdomTree India Earnings Fund ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.11% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #133 holding.
  • 211 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.