Yahav Achim Ve Achayot - Provident Funds Management Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	$1.41M	Hold	33,076	–	–	0.98%	27
2026 Q1	$1.35M	Hold	33,076	–	–	2.51%	17
2025 Q4	$1.53M	Hold	33,076	–	–	3.52%	11
2025 Q3	$1.46M	Hold	33,076	–	–	4.13%	10
2025 Q2	$1.57M	Hold	33,076	–	–	5.09%	7
2025 Q1	$1.44M	Hold	33,076	–	–	5.87%	8
2024 Q4	$1.5M	Sell	33,076 -29,423	-47%	-$1.4M	4.95%	11
2024 Q3	$3.15M	Hold	62,499	–	–	8.48%	4
2024 Q2	$3.02M	Hold	62,499	–	–	5.56%	6
2024 Q1	$2.72M	Sell	62,499 -60,000	-49%	-$2.58M	4.32%	7
2023 Q4	$5.02M	Hold	122,499	–	–	4.21%	6
2023 Q3	$4.54M	Hold	122,499	–	–	3.93%	8
2023 Q2	$4.24M	Hold	122,499	–	–	3.25%	8
2023 Q1	$3.84M	Hold	122,499	–	–	3.78%	5
2022 Q4	$4.02M	Hold	122,499	–	–	3.8%	5
2022 Q3	$3.71M	Hold	122,499	–	–	3.6%	7
2022 Q2	$3.6M	Hold	122,499	–	–	3.23%	8
2022 Q1	$4.38M	Hold	122,499	–	–	3.37%	9
2021 Q4	$4.47M	Hold	122,499	–	–	3.23%	10
2021 Q3	$4.58M	Buy	+122,499	New	+$4.36M	3.6%	8

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's EPI Position: Q2 2026 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 33,076 shares worth $1.41M. The position accounts for 0.98% of the portfolio, ranked #27.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in EPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.02M in Q4 2023. 159 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Yahav Achim Ve Achayot - Provident Funds Management Company held 33,076 shares of WisdomTree India Earnings Fund ETF worth $1.41M as of Q2 2026.
Yahav Achim Ve Achayot - Provident Funds Management Company left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.98% of Yahav Achim Ve Achayot - Provident Funds Management Company's portfolio in Q2 2026, its #27 holding.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in WisdomTree India Earnings Fund ETF in Q3 2021 and has held it in 20 quarters since.
Yahav Achim Ve Achayot - Provident Funds Management Company's WisdomTree India Earnings Fund ETF position peaked at $5.02M in Q4 2023.
159 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q2 2026, filed 21 Jul 2026.