Peak Financial Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Peak Financial 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	$370K	Sell	8,648 -200	-2%	-$8.53K	0.08%	71
2026 Q1	$361K	Hold	8,848	–	–	0.09%	63
2025 Q4	$410K	Hold	8,848	–	–	0.11%	62
2025 Q3	$391K	Sell	8,848 -25	-0.3%	-$1.14K	0.1%	63
2025 Q2	$421K	Hold	8,873	–	–	0.12%	61
2025 Q1	$388K	Sell	8,873 -25	-0.3%	-$1.07K	0.12%	62
2024 Q4	$403K	Sell	8,898 -620	-7%	-$29.4K	0.12%	67
2024 Q3	$480K	Hold	9,518	–	–	0.14%	57
2024 Q2	$460K	Buy	9,518 +700	+8%	+$31.9K	0.14%	53
2024 Q1	$384K	Buy	8,818 +3,763	+74%	+$162K	0.12%	62
2023 Q4	$207K	Buy	+5,055	New	+$192K	0.07%	83

Other funds holding EPI

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Peak Financial Management's EPI Position: Q2 2026 in Review

Peak Financial Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.3% in Q2 2026, selling an estimated $8.53K and leaving 8,648 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #71.

Peak Financial Management first reported a position in EPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $480K in Q3 2024. 103 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Peak Financial Management held 8,648 shares of WisdomTree India Earnings Fund ETF worth $370K as of Q2 2026.
Peak Financial Management sold 200 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.53K.
WisdomTree India Earnings Fund ETF made up 0.08% of Peak Financial Management's portfolio in Q2 2026, its #71 holding.
Peak Financial Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 11 quarters since.
Peak Financial Management's WisdomTree India Earnings Fund ETF position peaked at $480K in Q3 2024.
103 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.