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

Procyon 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 		$294K Sell
6,864
-50
-0.7% -$2.13K 0.01% 464
2026
Q1 		$282K Buy
6,914
+602
+10% +$26.6K 0.01% 476
2025
Q4 		$292K Sell
6,312
-650
-9% -$29.8K 0.01% 447
2025
Q3 		$308K Buy
6,962
+500
+8% +$22.7K 0.02% 399
2025
Q2 		$307K Buy
6,462
+810
+14% +$36.8K 0.03% 368
2025
Q1 		$247K Buy
5,652
+100
+2% +$4.29K 0.02% 518
2024
Q4 		$251K Buy
5,552
+5
+0.1% +$237 0.02% 476
2024
Q3 		$280K Buy
5,547
+262
+5% +$12.9K 0.02% 458
2024
Q2 		$255K Buy
5,285
+585
+12% +$26.7K 0.02% 453
2024
Q1 		$205K Buy
+4,700
New +$202K 0.02% 488

Other funds holding EPI

LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BWM
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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return