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

Kelleher Financial 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 		$7.62K Buy
178
+89
+100% +$3.79K ﹤0.01% 639
2026
Q1 		$3.63K Hold
89
– – ﹤0.01% 611
2025
Q4 		$4.12K Hold
89
– – ﹤0.01% 633
2025
Q3 		$3.93K Buy
+89
New +$4.04K ﹤0.01% 561

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

Kelleher Financial Advisors's EPI Position: Q2 2026 in Review

Kelleher Financial Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 100% in Q2 2026, buying an estimated $3.79K and bringing the position to 178 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Kelleher Financial Advisors first reported a position in EPI in Q3 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Kelleher Financial Advisors held 178 shares of WisdomTree India Earnings Fund ETF worth $7.62K as of Q2 2026.
  • Kelleher Financial Advisors bought 89 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $3.79K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #639 holding.
  • Kelleher Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.