Beacon Financial Advisory
EPI icon

Beacon Financial Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Beacon Financial Advisory’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
Q3 		$476K Sell
11,685
-1,089
-9% -$46.3K 0.09% 261
2026
Q2 		$546K Sell
12,774
-4,508
-26% -$192K 0.11% 227
2026
Q1 		$705K Sell
17,282
-1,796
-9% -$79.4K 0.16% 173
2025
Q4 		$883K Sell
19,078
-6,465
-25% -$296K 0.2% 131
2025
Q3 		$1.13M Buy
25,543
+370
+1% +$16.8K 0.26% 101
2025
Q2 		$1.19M Buy
25,173
+2,722
+12% +$124K 0.31% 85
2025
Q1 		$981K Buy
22,451
+762
+4% +$32.7K 0.3% 95
2024
Q4 		$982K Buy
21,689
+1,352
+7% +$64.1K 0.32% 88
2024
Q3 		$1.03M Buy
20,337
+7,661
+60% +$378K 0.35% 81
2024
Q2 		$612K Buy
+12,676
New +$578K 0.23% 127

Other funds holding EPI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Beacon Financial Advisory's EPI Position: Q3 2026 in Review

Beacon Financial Advisory reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 8.5% in Q3 2026, selling an estimated $46.3K and leaving 11,685 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #261.

Beacon Financial Advisory first reported a position in EPI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2025. 152 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Beacon Financial Advisory held 11,685 shares of WisdomTree India Earnings Fund ETF worth $476K as of Q3 2026.
  • Beacon Financial Advisory sold 1,089 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $46.3K.
  • WisdomTree India Earnings Fund ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #261 holding.
  • Beacon Financial Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 10 quarters since.
  • Beacon Financial Advisory's WisdomTree India Earnings Fund ETF position peaked at $1.19M in Q2 2025.
  • 152 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.