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

Gateway Wealth Partners’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
Q1 		$204K Sell
4,988
-4,512
-47% -$200K 0.01% 900
2025
Q4 		$440K Buy
9,500
+2,380
+33% +$109K 0.05% 296
2025
Q3 		$315K Sell
7,120
-2,671
-27% -$121K 0.04% 310
2025
Q2 		$465K Sell
9,791
-913
-9% -$41.4K 0.09% 209
2025
Q1 		$468K Sell
10,704
-1,390
-11% -$59.6K 0.11% 187
2024
Q4 		$547K Buy
12,094
+842
+7% +$39.9K 0.14% 155
2024
Q3 		$568K Buy
11,252
+5,157
+85% +$254K 0.16% 143
2024
Q2 		$294K Buy
+6,095
New +$278K 0.09% 205

Other funds holding EPI

MIH
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CI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return