KWA
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Kingswood Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$523K Sell
11,023
-395
-3% -$18.8K 0.04% 397
2025
Q1 		$499K Sell
11,418
-349
-3% -$15.3K 0.05% 396
2024
Q4 		$533K Buy
11,767
+6,867
+140% +$311K 0.04% 419
2024
Q3 		$247K Sell
4,900
-3,430
-41% -$173K 0.02% 622
2024
Q2 		$402K Buy
+8,330
New +$402K 0.04% 439