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

RFG Advisory’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	$247K	Buy	5,764 +497	+9%	+$21.2K	﹤0.01%	1003
2026 Q1	$215K	Buy	5,267 +240	+5%	+$10.6K	﹤0.01%	983
2025 Q4	$233K	Buy	5,027 +126	+3%	+$5.77K	﹤0.01%	906
2025 Q3	$217K	Buy	4,901 +48	+1%	+$2.18K	﹤0.01%	907
2025 Q2	$230K	Buy	+4,853	New	+$220K	0.01%	865

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

RFG Advisory's EPI Position: Q2 2026 in Review

RFG Advisory increased its WisdomTree India Earnings Fund ETF (EPI) stake by 9.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,764 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

RFG Advisory first reported a position in EPI in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

RFG Advisory held 5,764 shares of WisdomTree India Earnings Fund ETF worth $247K as of Q2 2026.
RFG Advisory bought 497 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $21.2K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1003 holding.
RFG Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.