Independent Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Independent Financial Group’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	–	Sell	-7,788	Closed	-$318K	–	1575
2026 Q1	$318K	Sell	7,788 -1,361	-15%	-$60.2K	0.01%	1128
2025 Q4	$424K	Sell	9,149 -17,517	-66%	-$802K	0.01%	974
2025 Q3	$1.18M	Sell	26,666 -3,182	-11%	-$144K	0.03%	554
2025 Q2	$1.42M	Buy	29,848 +554	+2%	+$25.1K	0.04%	435
2025 Q1	$1.28M	Buy	29,294 +4,624	+19%	+$198K	0.04%	413
2024 Q4	$1.12M	Buy	24,670 +6,293	+34%	+$298K	0.04%	450
2024 Q3	$927K	Buy	18,377 +6,838	+59%	+$337K	0.03%	466
2024 Q2	$557K	Buy	+11,539	New	+$526K	0.02%	570

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Independent Financial Group's EPI Position: Q2 2026 in Review

Independent Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 7,788 shares — an estimated $318K sold.

Independent Financial Group first reported a position in EPI in Q2 2024 and held it in 8 quarters. The position peaked at $1.42M in Q2 2025. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Independent Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 7,788 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $318K.
Independent Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 8 quarters.
Independent Financial Group's WisdomTree India Earnings Fund ETF position peaked at $1.42M in Q2 2025.
251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.