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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$682K Sell
15,933
-777
-5% -$33.1K 0.18% 83
2026
Q1 		$682K Sell
16,710
-738
-4% -$32.6K 0.2% 79
2025
Q4 		$808K Buy
17,448
+428
+3% +$19.6K 0.24% 61
2025
Q3 		$752K Sell
17,020
-64,583
-79% -$2.93M 0.24% 65
2025
Q2 		$3.87M Buy
81,603
+3,794
+5% +$172K 1.3% 14
2025
Q1 		$3.4M Buy
77,809
+7,052
+10% +$302K 1.26% 15
2024
Q4 		$3.2M Buy
+70,757
New +$3.36M 1.28% 14

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EPI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 4.6% in Q2 2026, selling an estimated $33.1K and leaving 15,933 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #83.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q2 2025. 137 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 15,933 shares of WisdomTree India Earnings Fund ETF worth $682K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 777 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $33.1K.
  • WisdomTree India Earnings Fund ETF made up 0.18% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #83 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree India Earnings Fund ETF position peaked at $3.87M in Q2 2025.
  • 137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.