Focus Partners Wealth
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Focus Partners Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Focus Partners Wealth’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,987
Closed -$271K – 1923
2024
Q4 		$271K Buy
+5,987
New +$271K ﹤0.01% 1582
2024
Q3 		– Sell
-5,477
Closed -$273K – 1597
2024
Q2 		$273K Buy
5,477
+882
+19% +$44K ﹤0.01% 1094
2024
Q1 		$208K Buy
+4,595
New +$208K ﹤0.01% 925