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

Perigon 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 Q3	$541K	Sell	13,292 -12,565	-49%	-$534K	0.01%	864
2026 Q2	$1.11M	Sell	25,857 -1,270	-5%	-$54.1K	0.02%	555
2026 Q1	$1.11M	Sell	27,127 -65	-0.2%	-$2.87K	0.02%	503
2025 Q4	$1.26M	Hold	27,192	–	–	0.02%	474
2025 Q3	$1.2M	Buy	27,192 +11,665	+75%	+$529K	0.02%	463
2025 Q2	$737K	Buy	15,527 +216	+1%	+$9.8K	0.02%	568
2025 Q1	$669K	Buy	15,311 +2,500	+20%	+$107K	0.02%	550
2024 Q4	$563K	Hold	12,811	–	–	0.01%	607
2024 Q3	$646K	Buy	+12,811	New	+$632K	0.02%	545

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Perigon Wealth Management's EPI Position: Q3 2026 in Review

Perigon Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 49% in Q3 2026, selling an estimated $534K and leaving 13,292 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #864.

Perigon Wealth Management first reported a position in EPI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2025. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Perigon Wealth Management held 13,292 shares of WisdomTree India Earnings Fund ETF worth $541K as of Q3 2026.
Perigon Wealth Management sold 12,565 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $534K.
WisdomTree India Earnings Fund ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #864 holding.
Perigon Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 9 quarters since.
Perigon Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.26M in Q4 2025.
62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.