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 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

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AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return