STACKSTONE WEALTH, LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

STACKSTONE WEALTH, LLC’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	$546K	Buy	+13,393	New	+$570K	0.05%	218

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

WGS

Washington Growth Strategies Washington, District of Columbia $183M AUM 21.53% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EPI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q3 2026: 13,393 shares worth $546K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

42 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

STACKSTONE WEALTH, LLC held 13,393 shares of WisdomTree India Earnings Fund ETF worth $546K as of Q3 2026.
WisdomTree India Earnings Fund ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
WisdomTree India Earnings Fund ETF made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #218 holding.
42 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.