CoreCap Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

CoreCap 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	$19K	Sell	445 -25	-5%	-$1.07K	﹤0.01%	1820
2026 Q1	$19.2K	Buy	470 +36	+8%	+$1.59K	﹤0.01%	1684
2025 Q4	$20.1K	Sell	434 -4	-0.9%	-$183	﹤0.01%	1680
2025 Q3	$19.4K	Sell	438 -302	-41%	-$13.7K	﹤0.01%	1686
2025 Q2	$35.1K	Sell	740 -62,539	-99%	-$2.84M	﹤0.01%	1389
2025 Q1	$2.77M	Buy	63,279 +8,812	+16%	+$378K	0.12%	165
2024 Q4	$2.47M	Buy	54,467 +6,533	+14%	+$310K	0.11%	182
2024 Q3	$2.42M	Buy	47,934 +6,732	+16%	+$332K	0.11%	191
2024 Q2	$1.99M	Buy	41,202 +2,928	+8%	+$134K	0.21%	105
2024 Q1	$1.67M	Buy	+38,274	New	+$1.64M	0.09%	220

Other funds holding EPI

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

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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