Independent Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Independent Financial Group’s Portfolio EPI Stock Details EPI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Sell
2025 Q4	$424K	Sell
2025 Q3	$1.18M	Sell
2025 Q2	$1.42M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$1.12M	Buy
2024 Q3	$927K	Buy
2024 Q2	$557K	Buy