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

Spire 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
Q2 		$8.56K Hold
200
– – ﹤0.01% 1689
2026
Q1 		$8.16K Hold
200
– – ﹤0.01% 1687
2025
Q4 		$9.26K Hold
200
– – ﹤0.01% 1734
2025
Q3 		$8.84K Buy
200
+30
+18% +$1.36K ﹤0.01% 1791
2025
Q2 		$8.07K Hold
170
– – ﹤0.01% 1794
2025
Q1 		$7.43K Hold
170
– – ﹤0.01% 1938
2024
Q4 		$7.7K Sell
170
-30,634
-99% -$1.45M ﹤0.01% 1913
2024
Q3 		$1.55M Buy
30,804
+2,698
+10% +$133K 0.05% 282
2024
Q2 		$1.36M Buy
28,106
+27,936
+16,433% +$1.27M 0.05% 286
2024
Q1 		$7.41K Hold
170
– – ﹤0.01% 1807
2023
Q4 		$7.14K Hold
170
– – ﹤0.01% 1849
2023
Q3 		$6.25K Hold
170
– – ﹤0.01% 1873
2023
Q2 		$5.92K Hold
170
– – ﹤0.01% 1960
2023
Q1 		$5.36K Hold
170
– – ﹤0.01% 2018
2022
Q4 		$6K Hold
170
– – ﹤0.01% 1769
2022
Q3 		$5K Hold
170
– – ﹤0.01% 1736
2022
Q2 		$5K Hold
170
– – ﹤0.01% 2122
2022
Q1 		$6K Sell
170
-1,300
-88% -$47.2K ﹤0.01% 2183
2021
Q4 		$54K Buy
+1,470
New +$55K ﹤0.01% 1682
2021
Q2 		– Sell
-1,650
Closed -$52K – 2688
2021
Q1 		$52K Buy
+1,650
New +$51.3K ﹤0.01% 1705

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