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

IFP 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 		$461K Hold
10,778
– – 0.01% 1080
2026
Q1 		$440K Sell
10,778
-40
-0.4% -$1.77K 0.01% 1021
2025
Q4 		$501K Buy
10,818
+399
+4% +$18.3K 0.01% 932
2025
Q3 		$461K Buy
10,419
+280
+3% +$12.7K 0.01% 889
2025
Q2 		$481K Buy
10,139
+3,202
+46% +$145K 0.01% 847
2025
Q1 		$303K Buy
6,937
+5,399
+351% +$232K 0.01% 981
2024
Q4 		$69.6K Buy
1,538
+105
+7% +$4.98K ﹤0.01% 1660
2024
Q3 		$72.3K Buy
1,433
+444
+45% +$21.9K ﹤0.01% 1557
2024
Q2 		$47.7K Sell
989
-465
-32% -$21.2K ﹤0.01% 1707
2024
Q1 		$63.3K Buy
1,454
+454
+45% +$19.5K ﹤0.01% 1492
2023
Q4 		$41K Buy
1,000
+500
+100% +$18.9K ﹤0.01% 1616
2023
Q3 		$18.4K Buy
+500
New +$18.1K ﹤0.01% 1985
2019
Q1 		– Sell
-4,594
Closed -$114K – 2648
2018
Q4 		$114K Sell
4,594
-300
-6% -$7.01K 0.01% 1126
2018
Q3 		$118K Buy
4,894
+3
+0.1% +$78 ﹤0.01% 1373
2018
Q2 		$123K Sell
4,891
-1,032
-17% -$26.8K 0.01% 1365
2018
Q1 		$165K Hold
5,923
– – 0.01% 1078
2017
Q4 		$165K Sell
5,923
-349
-6% -$9.31K 0.01% 1085
2017
Q3 		$158K Buy
6,272
+954
+18% +$24.8K 0.01% 1288
2017
Q2 		$130K Buy
5,318
+1,722
+48% +$42.7K 0.01% 1386
2017
Q1 		$87K Buy
3,596
+2,802
+353% +$62.4K ﹤0.01% 1566
2016
Q4 		$16K Hold
794
– – ﹤0.01% 2606
2016
Q3 		$17K Hold
794
– – ﹤0.01% 2502
2016
Q2 		$16K Buy
+794
New +$15.6K ﹤0.01% 2485
2016
Q1 		– Sell
-3,664
Closed -$73K – 2662
2015
Q4 		$73K Buy
+3,664
New +$73K ﹤0.01% 1358

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

IFP Advisors's EPI Position: Q2 2026 in Review

IFP Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 10,778 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #1080.

IFP Advisors first reported a position in EPI in Q4 2015 and has held it in 24 quarters since. The position peaked at $501K in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • IFP Advisors held 10,778 shares of WisdomTree India Earnings Fund ETF worth $461K as of Q2 2026.
  • IFP Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1080 holding.
  • IFP Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's WisdomTree India Earnings Fund ETF position peaked at $501K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.