E&G Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

E&G Advisors’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	$209K	Sell	5,140 -15	-0.3%	-$638	0.04%	239
2026 Q2	$221K	Sell	5,155 -100	-2%	-$4.26K	0.04%	229
2026 Q1	$214K	Buy	5,255 +100	+2%	+$4.42K	0.05%	218
2025 Q4	$239K	Hold	5,155	–	–	0.05%	201
2025 Q3	$228K	Buy	+5,155	New	+$234K	0.05%	200

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

E&G Advisors's EPI Position: Q3 2026 in Review

E&G Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.29% in Q3 2026, selling an estimated $638 and leaving 5,140 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #239.

E&G Advisors first reported a position in EPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 56 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

E&G Advisors held 5,140 shares of WisdomTree India Earnings Fund ETF worth $209K as of Q3 2026.
E&G Advisors sold 15 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $638.
WisdomTree India Earnings Fund ETF made up 0.04% of E&G Advisors's portfolio in Q3 2026, its #239 holding.
E&G Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 5 quarters since.
E&G Advisors's WisdomTree India Earnings Fund ETF position peaked at $239K in Q4 2025.
56 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.