Valeo Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Valeo Financial 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 Q2	$339K	Buy	+7,929	New	+$338K	0.01%	577
2026 Q1	–	Sell	-10,836	Closed	-$502K	–	794
2025 Q4	$502K	Sell	10,836 -268	-2%	-$12.3K	0.01%	460
2025 Q3	$491K	Sell	11,104 -38,608	-78%	-$1.75M	0.01%	469
2025 Q2	$672K	Buy	49,712 +36,242	+269%	+$1.64M	0.02%	385
2025 Q1	$589K	Buy	13,470 +677	+5%	+$29K	0.02%	371
2024 Q4	$579K	Buy	12,793 +480	+4%	+$22.8K	0.02%	380
2024 Q3	$621K	Buy	12,313 +761	+7%	+$37.5K	0.02%	361
2024 Q2	$558K	Buy	11,552 +883	+8%	+$40.3K	0.02%	362
2024 Q1	$477K	Buy	10,669 +5,053	+90%	+$217K	0.02%	389
2023 Q4	$230K	Buy	+5,616	New	+$213K	0.01%	563
2020 Q3	–	Sell	-323	Closed	-$6K	–	1754
2020 Q2	$6K	Buy	323 +2	+0.6%	+$36	﹤0.01%	1443
2020 Q1	$5K	Hold	321	–	–	﹤0.01%	1294
2019 Q4	$8K	Buy	+321	New	+$7.79K	﹤0.01%	1161
2019 Q1	–	Sell	-102	Closed	-$3K	–	1593
2018 Q4	$3K	Hold	102	–	–	﹤0.01%	1200
2018 Q3	$2K	Hold	102	–	–	﹤0.01%	1451
2018 Q2	$3K	Buy	+102	New	+$2.65K	﹤0.01%	1249

Other funds holding EPI

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $127M AUM 24.3% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM