Oxinas Partners Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Oxinas Partners Wealth 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 Q2	$1.12M	Buy	26,288 +851	+3%	+$36.3K	0.44%	51
2026 Q1	$1.04M	Buy	25,437 +2,647	+12%	+$117K	0.47%	51
2025 Q4	$1.05M	Buy	22,790 +878	+4%	+$40.2K	0.51%	44
2025 Q3	$969K	Buy	21,912 +2,897	+15%	+$131K	0.52%	44
2025 Q2	$903K	Buy	19,015 +243	+1%	+$11K	0.46%	51
2025 Q1	$821K	Buy	+18,772	New	+$805K	0.48%	55

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Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return