PFA
EPI icon

Pettinga Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pettinga Financial 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 		$250K Sell
5,850
-350
-6% -$14.9K 0.04% 134
2026
Q1 		$253K Hold
6,200
– – 0.05% 132
2025
Q4 		$287K Hold
6,200
– – 0.05% 117
2025
Q3 		$274K Sell
6,200
-150
-2% -$6.81K 0.05% 112
2025
Q2 		$301K Hold
6,350
– – 0.07% 107
2025
Q1 		$278K Sell
6,350
-200
-3% -$8.58K 0.07% 106
2024
Q4 		$297K Buy
6,550
+50
+0.8% +$2.37K 0.07% 107
2024
Q3 		$328K Sell
6,500
-450
-6% -$22.2K 0.08% 94
2024
Q2 		$336K Hold
6,950
– – 0.08% 92
2024
Q1 		$303K Sell
6,950
-50
-0.7% -$2.15K 0.08% 100
2023
Q4 		$287K Buy
7,000
+1,500
+27% +$56.8K 0.08% 100
2023
Q3 		$202K Sell
5,500
-250
-4% -$9.05K 0.06% 103
2023
Q2 		$200K Buy
+5,750
New +$191K 0.06% 101

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
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

Pettinga Financial Advisors's EPI Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 5.6% in Q2 2026, selling an estimated $14.9K and leaving 5,850 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #134.

Pettinga Financial Advisors first reported a position in EPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $336K in Q2 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Pettinga Financial Advisors held 5,850 shares of WisdomTree India Earnings Fund ETF worth $250K as of Q2 2026.
  • Pettinga Financial Advisors sold 350 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $14.9K.
  • WisdomTree India Earnings Fund ETF made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Pettinga Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and has held it in 13 quarters since.
  • Pettinga Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $336K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.