Wealth Enhancement Advisory Services
EPI icon

Wealth Enhancement Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealth Enhancement Advisory Services’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 		$485K Sell
11,369
-2,161
-16% -$92.1K ﹤0.01% 2715
2026
Q1 		$552K Sell
13,530
-7,022
-34% -$310K ﹤0.01% 2241
2025
Q4 		$953K Buy
20,552
+354
+2% +$16.2K ﹤0.01% 1996
2025
Q3 		$906K Sell
20,198
-1,890
-9% -$85.8K ﹤0.01% 1929
2025
Q2 		$1.05M Sell
22,088
-1,564
-7% -$71K ﹤0.01% 1725
2025
Q1 		$1.03M Sell
23,652
-238
-1% -$10.2K ﹤0.01% 1584
2024
Q4 		$1.08M Buy
23,890
+1,375
+6% +$65.2K ﹤0.01% 1493
2024
Q3 		$1.14M Buy
22,515
+16,371
+266% +$807K ﹤0.01% 1321
2024
Q2 		$297K Buy
6,144
+150
+3% +$6.84K ﹤0.01% 1985
2024
Q1 		$261K Sell
5,994
-221
-4% -$9.49K ﹤0.01% 2007
2023
Q4 		$255K Buy
+6,215
New +$236K ﹤0.01% 1932

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

Wealth Enhancement Advisory Services's EPI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 16% in Q2 2026, selling an estimated $92.1K and leaving 11,369 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Wealth Enhancement Advisory Services first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2024. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,369 shares of WisdomTree India Earnings Fund ETF worth $485K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,161 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $92.1K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2715 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $1.14M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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