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 Q3	$6.18M	Buy	151,803 +7,602	+5%	+$323K	4.26%	4
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Leibman Financial Services's EPI Position: Q3 2026 in Review

Leibman Financial Services increased its WisdomTree India Earnings Fund ETF (EPI) stake by 5.3% in Q3 2026, buying an estimated $323K and bringing the position to 151,803 shares worth $6.18M. The position accounts for 4.26% of the portfolio, ranked #4.

Leibman Financial Services first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Leibman Financial Services held 151,803 shares of WisdomTree India Earnings Fund ETF worth $6.18M as of Q3 2026.
Leibman Financial Services bought 7,602 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $323K.
WisdomTree India Earnings Fund ETF made up 4.26% of Leibman Financial Services's portfolio in Q3 2026, its #4 holding.
Leibman Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
76 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.