Wealth Enhancement Advisory Services
EPI icon

Wealth Enhancement Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$552K Sell
13,530
-7,022
-34% -$310K ﹤0.01% 2241
2025
Q4 		$953K Buy
20,552
+354
+2% +$16.2K ﹤0.01% 1996
2025
Q3 		$906K Sell
20,198
-1,890
-9% -$85.8K ﹤0.01% 1929
2025
Q2 		$1.05M Sell
22,088
-1,564
-7% -$71K ﹤0.01% 1725
2025
Q1 		$1.03M Sell
23,652
-238
-1% -$10.2K ﹤0.01% 1584
2024
Q4 		$1.08M Buy
23,890
+1,375
+6% +$65.2K ﹤0.01% 1493
2024
Q3 		$1.14M Buy
22,515
+16,371
+266% +$807K ﹤0.01% 1321
2024
Q2 		$297K Buy
6,144
+150
+3% +$6.84K ﹤0.01% 1985
2024
Q1 		$261K Sell
5,994
-221
-4% -$9.49K ﹤0.01% 2007
2023
Q4 		$255K Buy
+6,215
New +$236K ﹤0.01% 1932

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MMA
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