PKS Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

PKS Advisory 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 Q2	$419K	Sell	9,790 -15,445	-61%	-$659K	0.07%	251
2026 Q1	$1.03M	Buy	25,235 +99	+0.4%	+$4.38K	0.24%	89
2025 Q4	$1.16M	Sell	25,136 -3,909	-13%	-$179K	0.27%	75
2025 Q3	$1.28M	Sell	29,045 -267	-0.9%	-$12.1K	0.27%	64
2025 Q2	$1.39M	Buy	29,312 +922	+3%	+$41.8K	0.34%	57
2025 Q1	$1.24M	Buy	28,390 +933	+3%	+$40K	0.34%	58
2024 Q4	$1.24M	Buy	+27,457	New	+$1.3M	0.31%	55

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

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 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

PKS Advisory Services's EPI Position: Q2 2026 in Review

PKS Advisory Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 61% in Q2 2026, selling an estimated $659K and leaving 9,790 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #251.

PKS Advisory Services first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

PKS Advisory Services held 9,790 shares of WisdomTree India Earnings Fund ETF worth $419K as of Q2 2026.
PKS Advisory Services sold 15,445 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $659K.
WisdomTree India Earnings Fund ETF made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #251 holding.
PKS Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $1.39M in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.