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Leibman Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Leibman Financial Services’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 		$6.17M Buy
144,201
+6,257
+5% +$267K 4.1% 2
2026
Q1 		$5.63M Buy
137,944
+5,957
+5% +$263K 4.13% 2
2025
Q4 		$6.11M Buy
+131,987
New +$6.04M 4.41% 2
2025
Q3 		– Sell
-126,595
Closed -$6.01M – 50
2025
Q2 		$6.01M Buy
126,595
+1,243
+1% +$56.4K 4.62% 2
2025
Q1 		$5.48M Buy
125,352
+3,549
+3% +$152K 4.26% 3
2024
Q4 		$5.51M Buy
121,803
+22,298
+22% +$1.06M 4.02% 2
2024
Q3 		$5.02M Buy
99,505
+15,189
+18% +$749K 3.56% 7
2024
Q2 		$4.07M Buy
84,316
+1,633
+2% +$74.5K 3.02% 13
2024
Q1 		$3.6M Buy
82,683
+4,910
+6% +$211K 2.76% 15
2023
Q4 		$3.19M Buy
+77,773
New +$2.95M 2.65% 17

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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Leibman Financial Services's EPI Position: Q2 2026 in Review

Leibman Financial Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.5% in Q2 2026, buying an estimated $267K and bringing the position to 144,201 shares worth $6.17M. The position accounts for 4.1% of the portfolio, ranked #2.

Leibman Financial Services first reported a position in EPI in Q4 2023 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Leibman Financial Services held 144,201 shares of WisdomTree India Earnings Fund ETF worth $6.17M as of Q2 2026.
  • Leibman Financial Services bought 6,257 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $267K.
  • WisdomTree India Earnings Fund ETF made up 4.1% of Leibman Financial Services's portfolio in Q2 2026, its #2 holding.
  • Leibman Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 10 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.