IFWM
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Institute for Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Institute for Wealth Management’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 		$13.7K Buy
+320
New +$13.6K ﹤0.01% 1244
2020
Q1 		– Sell
-320
Closed -$8K – 452
2019
Q4 		$8K Buy
+320
New +$7.76K ﹤0.01% 612

Other funds holding EPI

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Institute for Wealth Management's EPI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2026: 320 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EPI as recently as Q4 2019.

Institute for Wealth Management first reported a position in EPI in Q4 2019 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Institute for Wealth Management held 320 shares of WisdomTree India Earnings Fund ETF worth $13.7K as of Q2 2026.
  • WisdomTree India Earnings Fund ETF was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1244 holding.
  • Institute for Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.