Sigma Planning Corp
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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
Q3 		$556K Buy
13,656
+566
+4% +$24.1K 0.01% 798
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

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Sigma Planning Corp's EPI Position: Q3 2026 in Review

Sigma Planning Corp increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.3% in Q3 2026, buying an estimated $24.1K and bringing the position to 13,656 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #798.

Sigma Planning Corp first reported a position in EPI in Q1 2024 and has held it in 11 quarters since. The position peaked at $560K in Q2 2026. 131 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Sigma Planning Corp held 13,656 shares of WisdomTree India Earnings Fund ETF worth $556K as of Q3 2026.
  • Sigma Planning Corp bought 566 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $24.1K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #798 holding.
  • Sigma Planning Corp first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 11 quarters since.
  • Sigma Planning Corp's WisdomTree India Earnings Fund ETF position peaked at $560K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.