FIA
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FNY Investment Advisers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

FNY Investment Advisers’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 		– Sell
-103
Closed -$4K – 941
2026
Q1 		$4K Buy
+103
New +$4.55K ﹤0.01% 619
2025
Q2 		– Sell
-132
Closed -$5K – 1040
2025
Q1 		$5K Sell
132
-613
-82% -$26.3K ﹤0.01% 560
2024
Q4 		$33K Buy
745
+449
+152% +$21.3K 0.02% 377
2024
Q3 		$14K Buy
296
+280
+1,750% +$13.8K 0.01% 462
2024
Q2 		$0 Sell
16
-1,774
-99% -$80.9K ﹤0.01% 539
2024
Q1 		$77 Buy
1,790
+345
+24% +$14.8K 0.05% 213
2023
Q4 		$59K Buy
1,445
+1,305
+932% +$49.5K 0.07% 175
2023
Q3 		$5K Sell
140
-108
-44% -$3.91K ﹤0.01% 451
2023
Q2 		$8K Sell
248
-769
-76% -$25.5K 0.01% 329
2023
Q1 		$32K Buy
+1,017
New +$32.7K 0.04% 216

Other funds holding EPI

LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 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 $127M AUM 24.3% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return