Rainey & Randall Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Rainey & Randall 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 Q2	$251K	Sell	5,862 -1,203	-17%	-$51.3K	0.04%	70
2026 Q1	$295K	Buy	7,065 +198	+3%	+$8.76K	0.05%	59
2025 Q4	$315K	Hold	6,867	–	–	0.05%	56
2025 Q3	$304K	Sell	6,867 -75	-1%	-$3.4K	0.05%	60
2025 Q2	$330K	Buy	6,942 +75	+1%	+$3.4K	0.06%	52
2025 Q1	$300K	Buy	6,867 +953	+16%	+$40.9K	0.06%	52
2024 Q4	$268K	Buy	5,914 +659	+13%	+$31.3K	0.05%	45
2024 Q3	$265K	Buy	5,255 +1,011	+24%	+$49.9K	0.06%	44
2024 Q2	$205K	Sell	4,244 -678	-14%	-$30.9K	0.05%	46
2024 Q1	$214K	Buy	+4,922	New	+$211K	0.05%	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

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

Rainey & Randall Wealth Advisors's EPI Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 17% in Q2 2026, selling an estimated $51.3K and leaving 5,862 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #70.

Rainey & Randall Wealth Advisors first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Rainey & Randall Wealth Advisors held 5,862 shares of WisdomTree India Earnings Fund ETF worth $251K as of Q2 2026.
Rainey & Randall Wealth Advisors sold 1,203 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $51.3K.
WisdomTree India Earnings Fund ETF made up 0.04% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Rainey & Randall Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
Rainey & Randall Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $330K in Q2 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.