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 Q3	$532K	Hold	13,070	–	–	0.04%	139
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Baldwin Wealth Partners's EPI Position: Q3 2026 in Review

Baldwin Wealth Partners held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 13,070 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #139.

Baldwin Wealth Partners first reported a position in EPI in Q3 2018 and has held it in 13 quarters since. The position peaked at $620K in Q2 2025. 82 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Baldwin Wealth Partners held 13,070 shares of WisdomTree India Earnings Fund ETF worth $532K as of Q3 2026.
Baldwin Wealth Partners left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
WisdomTree India Earnings Fund ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q3 2026, its #139 holding.
Baldwin Wealth Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and has held it in 13 quarters since.
Baldwin Wealth Partners's WisdomTree India Earnings Fund ETF position peaked at $620K in Q2 2025.
82 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.