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Pettinga Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pettinga Financial 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
Q2 		$250K Sell
5,850
-350
-6% -$14.9K 0.04% 134
2026
Q1 		$253K Hold
6,200
– – 0.05% 132
2025
Q4 		$287K Hold
6,200
– – 0.05% 117
2025
Q3 		$274K Sell
6,200
-150
-2% -$6.81K 0.05% 112
2025
Q2 		$301K Hold
6,350
– – 0.07% 107
2025
Q1 		$278K Sell
6,350
-200
-3% -$8.58K 0.07% 106
2024
Q4 		$297K Buy
6,550
+50
+0.8% +$2.37K 0.07% 107
2024
Q3 		$328K Sell
6,500
-450
-6% -$22.2K 0.08% 94
2024
Q2 		$336K Hold
6,950
– – 0.08% 92
2024
Q1 		$303K Sell
6,950
-50
-0.7% -$2.15K 0.08% 100
2023
Q4 		$287K Buy
7,000
+1,500
+27% +$56.8K 0.08% 100
2023
Q3 		$202K Sell
5,500
-250
-4% -$9.05K 0.06% 103
2023
Q2 		$200K Buy
+5,750
New +$191K 0.06% 101

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CPC
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