EFS
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Essex Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,669
Closed -$211K 644
2024
Q4
$211K Sell
4,669
-2,482
-35% -$112K 0.01% 595
2024
Q3
$342K Sell
7,151
-330
-4% -$15.8K 0.02% 456
2024
Q2
$362K Buy
+7,481
New +$362K 0.03% 439