PCG Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

PCG Wealth 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 Q1	–	Sell	-4,805	Closed	-$222K	–	167
2025 Q4	$222K	Sell	4,805 -1,310	-21%	-$60K	0.06%	144
2025 Q3	$270K	Sell	6,115 -25,464	-81%	-$1.16M	0.08%	130
2025 Q2	$1.5M	Sell	31,579 -786	-2%	-$35.7K	0.77%	36
2025 Q1	$1.41M	Sell	32,365 -620	-2%	-$26.6K	0.49%	63
2024 Q4	$1.49M	Buy	32,985 +3,974	+14%	+$188K	0.55%	55
2024 Q3	$1.46M	Buy	29,011 +2,239	+8%	+$110K	0.56%	53
2024 Q2	$1.29M	Buy	+26,772	New	+$1.22M	0.56%	50

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

PCG Wealth Advisors's EPI Position: Q1 2026 in Review

PCG Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 4,805 shares — an estimated $222K sold.

PCG Wealth Advisors first reported a position in EPI in Q2 2024 and held it in 7 quarters. The position peaked at $1.5M in Q2 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

PCG Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
PCG Wealth Advisors sold 4,805 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $222K.
PCG Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 7 quarters.
PCG Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.5M in Q2 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.