Hanson & Doremus Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Hanson & Doremus Investment Management’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 Q3	$86K	Hold	2,119	–	–	0.01%	278
2026 Q2	$91K	Hold	2,119	–	–	0.01%	277
2026 Q1	$86K	Sell	2,119 -546	-20%	-$24.1K	0.01%	277
2025 Q4	$123K	Hold	2,665	–	–	0.01%	234
2025 Q3	$118K	Hold	2,665	–	–	0.01%	250
2025 Q2	$127K	Hold	2,665	–	–	0.02%	240
2025 Q1	$116K	Hold	2,665	–	–	0.02%	241
2024 Q4	$121K	Hold	2,665	–	–	0.02%	228
2024 Q3	$134K	Hold	2,665	–	–	0.02%	215
2024 Q2	$129K	Hold	2,665	–	–	0.02%	212
2024 Q1	$116K	Hold	2,665	–	–	0.02%	228
2023 Q4	$109K	Hold	2,665	–	–	0.02%	233
2023 Q3	$98K	Hold	2,665	–	–	0.02%	234
2023 Q2	$93K	Hold	2,665	–	–	0.02%	238
2023 Q1	$84K	Hold	2,665	–	–	0.02%	251
2022 Q4	$87K	Hold	2,665	–	–	0.02%	246
2022 Q3	$81K	Buy	+2,665	New	+$84.7K	0.02%	248

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Hanson & Doremus Investment Management's EPI Position: Q3 2026 in Review

Hanson & Doremus Investment Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 2,119 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #278.

Hanson & Doremus Investment Management first reported a position in EPI in Q3 2022 and has held it in 17 quarters since. The position peaked at $134K in Q3 2024. 32 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Hanson & Doremus Investment Management held 2,119 shares of WisdomTree India Earnings Fund ETF worth $86K as of Q3 2026.
Hanson & Doremus Investment Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
WisdomTree India Earnings Fund ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q3 2026, its #278 holding.
Hanson & Doremus Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2022 and has held it in 17 quarters since.
Hanson & Doremus Investment Management's WisdomTree India Earnings Fund ETF position peaked at $134K in Q3 2024.
32 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2026, filed 16 Oct 2026.