Root Financial Partners
EPI icon

Root Financial Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Root Financial Partners’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 		$5.09K Buy
+125
New +$5.32K ﹤0.01% 2226
2026
Q1 		– Sell
-80
Closed -$3.7K – 3496
2025
Q4 		$3.7K Hold
80
– – ﹤0.01% 1858
2025
Q3 		$3.54K Buy
+80
New +$3.63K ﹤0.01% 1839

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Root Financial Partners's EPI Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q3 2026: 125 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #2226 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EPI as recently as Q4 2025.

Root Financial Partners first reported a position in EPI in Q3 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Root Financial Partners held 125 shares of WisdomTree India Earnings Fund ETF worth $5.09K as of Q3 2026.
  • WisdomTree India Earnings Fund ETF was a new Root Financial Partners position in Q3 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2226 holding.
  • Root Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.