Sweeney & Michel’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sweeney & Michel’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	$335K	Sell	8,235 -2,081	-20%	-$88.5K	0.09%	117
2026 Q2	$451K	Hold	10,316	–	–	0.12%	103
2026 Q1	$443K	Buy	10,316 +200	+2%	+$8.84K	0.13%	99
2025 Q4	$468K	Sell	10,116 -10,304	-50%	-$472K	0.14%	97
2025 Q3	$915K	Buy	20,420 +1,317	+7%	+$59.8K	0.31%	54
2025 Q2	$893K	Buy	19,103 +1,840	+11%	+$83.5K	0.32%	56
2025 Q1	$713K	Buy	+17,263	New	+$740K	0.31%	56
2024 Q3	$836K	Buy	+17,156	New	+$846K	0.33%	54

Other funds holding EPI

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sweeney & Michel's EPI Position: Q3 2026 in Review

Sweeney & Michel reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 20% in Q3 2026, selling an estimated $88.5K and leaving 8,235 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #117.

Sweeney & Michel first reported a position in EPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $915K in Q3 2025. 68 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Sweeney & Michel held 8,235 shares of WisdomTree India Earnings Fund ETF worth $335K as of Q3 2026.
Sweeney & Michel sold 2,081 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $88.5K.
WisdomTree India Earnings Fund ETF made up 0.09% of Sweeney & Michel's portfolio in Q3 2026, its #117 holding.
Sweeney & Michel first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 8 quarters since.
Sweeney & Michel's WisdomTree India Earnings Fund ETF position peaked at $915K in Q3 2025.
68 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.