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

Naples Global Advisors’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	$989K	Hold	24,229	–	–	0.07%	235
2025 Q4	$1.12M	Hold	24,229	–	–	0.08%	221
2025 Q3	$1.07M	Hold	24,229	–	–	0.08%	227
2025 Q2	$1.15M	Hold	24,229	–	–	0.1%	212
2025 Q1	$1.06M	Hold	24,229	–	–	0.1%	213
2024 Q4	$1.1M	Hold	24,229	–	–	0.1%	210
2024 Q3	$1.22M	Hold	24,229	–	–	0.11%	203
2024 Q2	$1.17M	Buy	24,229 +200	+0.8%	+$9.12K	0.12%	200
2024 Q1	$1.05M	Buy	24,029 +1,100	+5%	+$47.3K	0.11%	212
2023 Q4	$940K	Buy	22,929 +175	+0.8%	+$6.63K	0.1%	218
2023 Q3	$836K	Buy	22,754 +675	+3%	+$24.4K	0.1%	225
2023 Q2	$768K	Sell	22,079 -300	-1%	-$9.94K	0.09%	231
2023 Q1	$706K	Hold	22,379	–	–	0.09%	242
2022 Q4	$729K	Hold	22,379	–	–	0.09%	242
2022 Q3	$683K	Buy	22,379 +204	+0.9%	+$6.48K	0.09%	235
2022 Q2	$658K	Hold	22,175	–	–	0.09%	246
2022 Q1	$799K	Hold	22,175	–	–	0.09%	234
2021 Q4	$809K	Sell	22,175 -100	-0.4%	-$3.74K	0.09%	225
2021 Q3	$833K	Sell	22,275 -700	-3%	-$24.9K	0.11%	218
2021 Q2	$778K	Hold	22,975	–	–	0.11%	222
2021 Q1	$724K	Hold	22,975	–	–	0.11%	218
2020 Q4	$671K	Sell	22,975 -1,050	-4%	-$27.4K	0.11%	209
2020 Q3	$567K	Sell	24,025 -1,200	-5%	-$27.3K	0.11%	206
2020 Q2	$505K	Sell	25,225 -3,000	-11%	-$54.6K	0.11%	210
2020 Q1	$457K	Sell	28,225 -8,900	-24%	-$198K	0.12%	207
2019 Q4	$924K	Buy	37,125 +125	+0.3%	+$3.03K	0.19%	159
2019 Q3	$882K	Sell	37,000 -524	-1%	-$12.6K	0.21%	149
2019 Q2	$978K	Buy	37,524 +2,324	+7%	+$60.3K	0.24%	134
2019 Q1	$927K	Buy	35,200 +500	+1%	+$12.3K	0.24%	138
2018 Q4	$847K	Sell	34,700 -2,800	-7%	-$65.4K	0.24%	138
2018 Q3	$904K	Buy	37,500 +975	+3%	+$25.4K	0.24%	139
2018 Q2	$919K	Buy	36,525 +925	+3%	+$24K	0.26%	133
2018 Q1	$933K	Buy	35,600 +1,250	+4%	+$34.4K	0.28%	122
2017 Q4	$956K	Buy	34,350 +375	+1%	+$10K	0.28%	122
2017 Q3	$855K	Buy	33,975 +1,475	+5%	+$38.4K	0.29%	126
2017 Q2	$797K	Buy	+32,500	New	+$806K	0.28%	126