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BOLTON SECURITIES CORPORATION’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$46.6K Hold
1,090
– – ﹤0.01% 1355
2026
Q1 		$44.5K Buy
+1,090
New +$48.2K ﹤0.01% 1257
2025
Q3 		$28.1K Buy
+635
New +$28.8K ﹤0.01% 1305
2025
Q1 		$27.8K Buy
+635
New +$27.2K ﹤0.01% 1212

Other funds holding EPI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 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 $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BOLTON SECURITIES CORPORATION's EPI Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 1,090 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

BOLTON SECURITIES CORPORATION first reported a position in EPI in Q1 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 1,090 shares of WisdomTree India Earnings Fund ETF worth $46.6K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1355 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.