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 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

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

Beacon Financial Advisory's EPI Position: Q2 2026 in Review

Beacon Financial Advisory reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 26% in Q2 2026, selling an estimated $192K and leaving 12,774 shares worth $546K. The position accounts for 0.11% of the portfolio, ranked #227.

Beacon Financial Advisory first reported a position in EPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Beacon Financial Advisory held 12,774 shares of WisdomTree India Earnings Fund ETF worth $546K as of Q2 2026.
Beacon Financial Advisory sold 4,508 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $192K.
WisdomTree India Earnings Fund ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #227 holding.
Beacon Financial Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's WisdomTree India Earnings Fund ETF position peaked at $1.19M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.