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
Q3 		$267K Buy
6,566
+121
+2% +$5.15K ﹤0.01% 2064
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's EPI Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 1.9% in Q3 2026, buying an estimated $5.15K and bringing the position to 6,566 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Farther Finance Advisors first reported a position in EPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $276K in Q2 2026. 6 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Farther Finance Advisors held 6,566 shares of WisdomTree India Earnings Fund ETF worth $267K as of Q3 2026.
  • Farther Finance Advisors bought 121 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $5.15K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2064 holding.
  • Farther Finance Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's WisdomTree India Earnings Fund ETF position peaked at $276K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.