Procyon Advisors
EPI icon

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
Q3 		– Sell
-6,864
Closed -$294K – 605
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 0.01% 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

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Procyon Advisors's EPI Position: Q3 2026 in Review

Procyon Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2026, closing a stake of 6,864 shares — an estimated $294K sold.

Procyon Advisors first reported a position in EPI in Q1 2024 and held it in 10 quarters. The position peaked at $308K in Q3 2025. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Procyon Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2026 after selling out during the quarter.
  • Procyon Advisors sold 6,864 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $294K.
  • Procyon Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 10 quarters.
  • Procyon Advisors's WisdomTree India Earnings Fund ETF position peaked at $308K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.