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Sigma Planning Corp’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sigma Planning Corp’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 		$560K Buy
13,090
+2,932
+29% +$125K 0.01% 859
2026
Q1 		$414K Sell
10,158
-622
-6% -$27.5K 0.01% 921
2025
Q4 		$499K Buy
10,780
+1,104
+11% +$50.6K 0.01% 793
2025
Q3 		$428K Buy
9,676
+361
+4% +$16.4K 0.01% 876
2025
Q2 		$442K Buy
9,315
+278
+3% +$12.6K 0.01% 834
2025
Q1 		$395K Sell
9,037
-322
-3% -$13.8K 0.01% 821
2024
Q4 		$424K Buy
9,359
+318
+4% +$15.1K 0.01% 800
2024
Q3 		$456K Buy
9,041
+101
+1% +$4.98K 0.01% 777
2024
Q2 		$432K Buy
8,940
+1,588
+22% +$72.4K 0.01% 790
2024
Q1 		$320K Buy
+7,352
New +$316K 0.01% 931

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

Sigma Planning Corp's EPI Position: Q2 2026 in Review

Sigma Planning Corp increased its WisdomTree India Earnings Fund ETF (EPI) stake by 29% in Q2 2026, buying an estimated $125K and bringing the position to 13,090 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #859.

Sigma Planning Corp first reported a position in EPI in Q1 2024 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Sigma Planning Corp held 13,090 shares of WisdomTree India Earnings Fund ETF worth $560K as of Q2 2026.
  • Sigma Planning Corp bought 2,932 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $125K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #859 holding.
  • Sigma Planning Corp first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 10 quarters since.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.