FFA
EPI icon

Farther Finance Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Farther Finance 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
Q2 		$276K Buy
6,445
+3,173
+97% +$135K ﹤0.01% 2008
2026
Q1 		$133K Buy
3,272
+1,647
+101% +$72.8K ﹤0.01% 2300
2025
Q4 		$75.2K Buy
1,625
+400
+33% +$18.3K ﹤0.01% 2530
2025
Q3 		$54.1K Buy
1,225
+670
+121% +$30.4K ﹤0.01% 2391
2025
Q2 		$26.3K Hold
555
– – ﹤0.01% 2509
2025
Q1 		$24.1K Sell
555
-191
-26% -$8.19K ﹤0.01% 2292
2024
Q4 		$33.8K Buy
+746
New +$35.4K ﹤0.01% 1846

Other funds holding EPI

LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Farther Finance Advisors's EPI Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 97% in Q2 2026, buying an estimated $135K and bringing the position to 6,445 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Farther Finance Advisors first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Farther Finance Advisors held 6,445 shares of WisdomTree India Earnings Fund ETF worth $276K as of Q2 2026.
  • Farther Finance Advisors bought 3,173 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $135K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2008 holding.
  • Farther Finance Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.