SignatureFD
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SignatureFD’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SignatureFD’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 		$45.4K Sell
1,114
-563
-34% -$23.9K ﹤0.01% 2017
2026
Q2 		$71.7K Buy
1,677
+113
+7% +$4.82K ﹤0.01% 1651
2026
Q1 		$63.8K Buy
1,564
+1,114
+248% +$49.3K ﹤0.01% 1587
2025
Q4 		$20.8K Hold
450
– – ﹤0.01% 2106
2025
Q3 		$19.9K Buy
+450
New +$20.4K ﹤0.01% 2119

Other funds holding EPI

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SignatureFD's EPI Position: Q3 2026 in Review

SignatureFD reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 34% in Q3 2026, selling an estimated $23.9K and leaving 1,114 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

SignatureFD first reported a position in EPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $71.7K in Q2 2026. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • SignatureFD held 1,114 shares of WisdomTree India Earnings Fund ETF worth $45.4K as of Q3 2026.
  • SignatureFD sold 563 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $23.9K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2017 holding.
  • SignatureFD first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 5 quarters since.
  • SignatureFD's WisdomTree India Earnings Fund ETF position peaked at $71.7K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.