AFG Fiduciary Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AFG Fiduciary Services’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	$777K	Sell	18,106 -1,962	-10%	-$83.7K	0.6%	33
2026 Q1	$826K	Buy	20,068 +2,735	+16%	+$121K	0.48%	43
2025 Q4	$812K	Sell	17,333 -1,122	-6%	-$51.4K	0.48%	42
2025 Q3	$820K	Sell	18,455 -883	-5%	-$40.1K	0.47%	44
2025 Q2	$921K	Buy	19,338 +4,066	+27%	+$184K	0.59%	38
2025 Q1	$658K	Buy	15,272 +6,039	+65%	+$259K	0.48%	40
2024 Q4	$406K	Buy	+9,233	New	+$438K	0.29%	50

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

AFG Fiduciary Services's EPI Position: Q2 2026 in Review

AFG Fiduciary Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 9.8% in Q2 2026, selling an estimated $83.7K and leaving 18,106 shares worth $777K. The position accounts for 0.6% of the portfolio, ranked #33.

AFG Fiduciary Services first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

AFG Fiduciary Services held 18,106 shares of WisdomTree India Earnings Fund ETF worth $777K as of Q2 2026.
AFG Fiduciary Services sold 1,962 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $83.7K.
WisdomTree India Earnings Fund ETF made up 0.6% of AFG Fiduciary Services's portfolio in Q2 2026, its #33 holding.
AFG Fiduciary Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
AFG Fiduciary Services's WisdomTree India Earnings Fund ETF position peaked at $921K in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.