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 Q3	$8.15K	Hold	200	–	–	﹤0.01%	1659
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	$7.4K	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

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $765M AUM 14.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Spire Wealth Management's EPI Position: Q3 2026 in Review

Spire Wealth Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 200 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Spire Wealth Management first reported a position in EPI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q3 2024. 141 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Spire Wealth Management held 200 shares of WisdomTree India Earnings Fund ETF worth $8.15K as of Q3 2026.
Spire Wealth Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1659 holding.
Spire Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.55M in Q3 2024.
141 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.