Pension & Wealth Management Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pension & Wealth Management 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	$682K	Sell	15,933 -777	-5%	-$33.1K	0.18%	83
2026 Q1	$682K	Sell	16,710 -738	-4%	-$32.6K	0.2%	79
2025 Q4	$808K	Buy	17,448 +428	+3%	+$19.6K	0.24%	61
2025 Q3	$752K	Sell	17,020 -64,583	-79%	-$2.93M	0.24%	65
2025 Q2	$3.87M	Buy	81,603 +3,794	+5%	+$172K	1.3%	14
2025 Q1	$3.4M	Buy	77,809 +7,052	+10%	+$302K	1.26%	15
2024 Q4	$3.2M	Buy	+70,757	New	+$3.36M	1.28%	14

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pension & Wealth Management Advisors's EPI Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 4.6% in Q2 2026, selling an estimated $33.1K and leaving 15,933 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #83.

Pension & Wealth Management Advisors first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q2 2025. 243 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Pension & Wealth Management Advisors held 15,933 shares of WisdomTree India Earnings Fund ETF worth $682K as of Q2 2026.
Pension & Wealth Management Advisors sold 777 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $33.1K.
WisdomTree India Earnings Fund ETF made up 0.18% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #83 holding.
Pension & Wealth Management Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
Pension & Wealth Management Advisors's WisdomTree India Earnings Fund ETF position peaked at $3.87M in Q2 2025.
243 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.