RRWA
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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
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 $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return