Investment Research & Advisory Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Investment Research & Advisory 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	$8.56K	Hold	200	–	–	﹤0.01%	243
2026 Q1	$8.16K	Hold	200	–	–	﹤0.01%	210
2025 Q4	$9.26K	Hold	200	–	–	﹤0.01%	196
2025 Q3	$8.84K	Hold	200	–	–	﹤0.01%	181
2025 Q2	$9.49K	Hold	200	–	–	﹤0.01%	174
2025 Q1	$8.74K	Hold	200	–	–	﹤0.01%	172
2024 Q4	$9.05K	Hold	200	–	–	﹤0.01%	161
2024 Q3	$10.1K	Hold	200	–	–	﹤0.01%	156
2024 Q2	$9.66K	Hold	200	–	–	﹤0.01%	152
2024 Q1	$8.71K	Buy	+200	New	+$8.59K	﹤0.01%	158

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 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

Investment Research & Advisory Group's EPI Position: Q2 2026 in Review

Investment Research & Advisory Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 200 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Investment Research & Advisory Group first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1K in Q3 2024. 92 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Investment Research & Advisory Group held 200 shares of WisdomTree India Earnings Fund ETF worth $8.56K as of Q2 2026.
Investment Research & Advisory Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #243 holding.
Investment Research & Advisory Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Investment Research & Advisory Group's WisdomTree India Earnings Fund ETF position peaked at $10.1K in Q3 2024.
92 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.