Baldwin Wealth Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Baldwin Wealth Partners’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	$559K	Hold	13,070	–	–	0.04%	140
2026 Q1	$533K	Hold	13,070	–	–	0.04%	141
2025 Q4	$605K	Hold	13,070	–	–	0.04%	146
2025 Q3	$578K	Hold	13,070	–	–	0.04%	144
2025 Q2	$620K	Hold	13,070	–	–	0.04%	132
2025 Q1	$571K	Hold	13,070	–	–	0.04%	134
2024 Q4	$592K	Buy	13,070 +7,682	+143%	+$364K	0.04%	133
2024 Q3	$272K	Hold	5,388	–	–	0.02%	286
2024 Q2	$260K	Hold	5,388	–	–	0.02%	177
2024 Q1	$235K	Hold	5,388	–	–	0.02%	197
2023 Q4	$221K	Buy	+5,388	New	+$204K	0.02%	202
2018 Q4	–	Sell	-182	Closed	-$4K	–	512
2018 Q3	$4K	Buy	+182	New	+$4.74K	﹤0.01%	488

Other funds holding EPI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Baldwin Wealth Partners's EPI Position: Q2 2026 in Review

Baldwin Wealth Partners held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 13,070 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #140.

Baldwin Wealth Partners first reported a position in EPI in Q3 2018 and has held it in 12 quarters since. The position peaked at $620K in Q2 2025. 92 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Baldwin Wealth Partners held 13,070 shares of WisdomTree India Earnings Fund ETF worth $559K as of Q2 2026.
Baldwin Wealth Partners left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
WisdomTree India Earnings Fund ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #140 holding.
Baldwin Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and has held it in 12 quarters since.
Baldwin Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $620K in Q2 2025.
92 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.