BFC Planning, Inc.’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

BFC Planning, 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	$84.3K	Hold	1,971	–	–	﹤0.01%	1307
2026 Q1	$80.4K	Sell	1,971 -79	-4%	-$3.49K	﹤0.01%	1177
2025 Q4	$94.9K	Buy	2,050 +79	+4%	+$3.62K	﹤0.01%	1136
2025 Q3	$87.1K	Hold	1,971	–	–	0.01%	979
2025 Q2	$93.6K	Hold	1,971	–	–	0.01%	911
2025 Q1	$86.2K	Sell	1,971 -334	-14%	-$14.3K	0.01%	921
2024 Q4	$104K	Buy	+2,305	New	+$109K	0.01%	853

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

BFC Planning, Inc.'s EPI Position: Q2 2026 in Review

BFC Planning, Inc. held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 1,971 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

BFC Planning, Inc. first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2024. 252 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

BFC Planning, Inc. held 1,971 shares of WisdomTree India Earnings Fund ETF worth $84.3K as of Q2 2026.
BFC Planning, Inc. left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1307 holding.
BFC Planning, Inc. first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s WisdomTree India Earnings Fund ETF position peaked at $104K in Q4 2024.
252 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.