IFP Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$440K	Sell	10,778 -40	-0.4%	-$1.77K	0.01%	1021
2025 Q4	$501K	Buy	10,818 +399	+4%	+$18.3K	0.01%	932
2025 Q3	$461K	Buy	10,419 +280	+3%	+$12.7K	0.01%	889
2025 Q2	$481K	Buy	10,139 +3,202	+46%	+$145K	0.01%	847
2025 Q1	$303K	Buy	6,937 +5,399	+351%	+$232K	0.01%	981
2024 Q4	$69.6K	Buy	1,538 +105	+7%	+$4.98K	﹤0.01%	1660
2024 Q3	$72.3K	Buy	1,433 +444	+45%	+$21.9K	﹤0.01%	1557
2024 Q2	$47.7K	Sell	989 -465	-32%	-$21.2K	﹤0.01%	1707
2024 Q1	$63.3K	Buy	1,454 +454	+45%	+$19.5K	﹤0.01%	1492
2023 Q4	$41K	Buy	1,000 +500	+100%	+$18.9K	﹤0.01%	1616
2023 Q3	$18.4K	Buy	+500	New	+$18.1K	﹤0.01%	1985
2021 Q3	–	Hold	0	–	–	–	3757
2021 Q2	–	Hold	0	–	–	–	3472
2021 Q1	–	Hold	0	–	–	–	3395
2020 Q4	–	Hold	0	–	–	–	3280
2020 Q3	–	Hold	0	–	–	–	3148
2020 Q2	–	Hold	0	–	–	–	3027
2020 Q1	–	Hold	0	–	–	–	3038
2019 Q4	–	Hold	0	–	–	–	3067
2019 Q3	–	Hold	0	–	–	–	3244
2019 Q1	–	Sell	-4,594	Closed	-$114K	–	2652
2018 Q4	$114K	Sell	4,594 -300	-6%	-$7.01K	0.01%	1126
2018 Q3	$118K	Buy	4,894 +3	+0.1%	+$78	﹤0.01%	1373
2018 Q2	$123K	Sell	4,891 -1,032	-17%	-$26.8K	0.01%	1365
2018 Q1	$165K	Hold	5,923	–	–	0.01%	1078
2017 Q4	$165K	Sell	5,923 -349	-6%	-$9.31K	0.01%	1085
2017 Q3	$158K	Buy	6,272 +954	+18%	+$24.8K	0.01%	1288
2017 Q2	$130K	Buy	5,318 +1,722	+48%	+$42.7K	0.01%	1386
2017 Q1	$87K	Buy	3,596 +2,802	+353%	+$62.4K	﹤0.01%	1566
2016 Q4	$16K	Hold	794	–	–	﹤0.01%	2606
2016 Q3	$17K	Hold	794	–	–	﹤0.01%	2502
2016 Q2	$16K	Buy	+794	New	+$15.6K	﹤0.01%	2485
2016 Q1	–	Sell	-3,664	Closed	-$73K	–	2662
2015 Q4	$73K	Buy	+3,664	New	+$73K	﹤0.01%	1358