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Blue Zone Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Blue Zone Wealth Advisors’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 		$380K Hold
8,882
– – 0.07% 94
2026
Q1 		$362K Sell
8,882
-1,226
-12% -$54.2K 0.07% 94
2025
Q4 		$468K Sell
10,108
-42
-0.4% -$1.92K 0.09% 98
2025
Q3 		$449K Buy
+10,150
New +$461K 0.09% 92

Other funds holding EPI

LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Blue Zone Wealth Advisors's EPI Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2026 at 8,882 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #94.

Blue Zone Wealth Advisors first reported a position in EPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $468K in Q4 2025. 30 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Blue Zone Wealth Advisors held 8,882 shares of WisdomTree India Earnings Fund ETF worth $380K as of Q2 2026.
  • Blue Zone Wealth Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2026.
  • WisdomTree India Earnings Fund ETF made up 0.07% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Blue Zone Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 4 quarters since.
  • Blue Zone Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $468K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.