McAdam LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

McAdam LLC’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	$6.47M	Buy	158,738 +7,269	+5%	+$309K	0.24%	45
2026 Q2	$6.48M	Buy	+151,469	New	+$6.46M	0.25%	43
2018 Q4	–	Sell	-104	Closed	-$2K	–	205
2018 Q3	$2K	Hold	104	–	–	﹤0.01%	513
2018 Q2	$3K	Hold	104	–	–	﹤0.01%	455
2018 Q1	$3K	Buy	+104	New	+$2.86K	﹤0.01%	468

Other funds holding EPI

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

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 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

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

McAdam LLC's EPI Position: Q3 2026 in Review

McAdam LLC increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.8% in Q3 2026, buying an estimated $309K and bringing the position to 158,738 shares worth $6.47M. The position accounts for 0.24% of the portfolio, ranked #45.

McAdam LLC first reported a position in EPI in Q1 2018 and has held it in 5 quarters since. The position peaked at $6.48M in Q2 2026. 58 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

McAdam LLC held 158,738 shares of WisdomTree India Earnings Fund ETF worth $6.47M as of Q3 2026.
McAdam LLC bought 7,269 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $309K.
WisdomTree India Earnings Fund ETF made up 0.24% of McAdam LLC's portfolio in Q3 2026, its #45 holding.
McAdam LLC first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and has held it in 5 quarters since.
McAdam LLC's WisdomTree India Earnings Fund ETF position peaked at $6.48M in Q2 2026.
58 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.