BigSur Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

BigSur Wealth Management’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	$511K	Hold	12,550	–	–	0.12%	123
2026 Q2	$537K	Sell	12,550 -1,220	-9%	-$52K	0.13%	120
2026 Q1	$562K	Buy	13,770 +3,770	+38%	+$167K	0.16%	114
2025 Q4	$463K	Hold	10,000	–	–	0.11%	123
2025 Q3	$442K	Hold	10,000	–	–	0.11%	125
2025 Q2	$475K	Hold	10,000	–	–	0.12%	123
2025 Q1	$437K	Hold	10,000	–	–	0.12%	123
2024 Q4	$453K	Buy	+10,000	New	+$474K	0.13%	120

Other funds holding EPI

VVP

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

WMWM

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BigSur Wealth Management's EPI Position: Q3 2026 in Review

BigSur Wealth Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 12,550 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #123.

BigSur Wealth Management first reported a position in EPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $562K in Q1 2026. 16 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

BigSur Wealth Management held 12,550 shares of WisdomTree India Earnings Fund ETF worth $511K as of Q3 2026.
BigSur Wealth Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
WisdomTree India Earnings Fund ETF made up 0.12% of BigSur Wealth Management's portfolio in Q3 2026, its #123 holding.
BigSur Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 8 quarters since.
BigSur Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $562K in Q1 2026.
16 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.