Whitaker-Myers Wealth Managers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Whitaker-Myers Wealth Managers’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	$955K	Sell	23,442 -2,740	-10%	-$117K	0.16%	72
2026 Q2	$1.12M	Sell	26,182 -2,285	-8%	-$97.4K	0.19%	70
2026 Q1	$1.16M	Sell	28,467 -4,923	-15%	-$218K	0.23%	67
2025 Q4	$1.55M	Sell	33,390 -8,212	-20%	-$376K	0.32%	55
2025 Q3	$1.84M	Sell	41,602 -254,683	-86%	-$11.6M	0.4%	37
2025 Q2	$14.1M	Buy	296,285 +6,609	+2%	+$300K	3.54%	11
2025 Q1	$12.7M	Buy	289,676 +45,664	+19%	+$1.96M	3.55%	9
2024 Q4	$11M	Buy	244,012 +33,459	+16%	+$1.59M	3.22%	10
2024 Q3	$10.6M	Sell	210,553 -11,209	-5%	-$553K	3.53%	8
2024 Q2	$10.7M	Buy	221,762 +41,717	+23%	+$1.9M	3.95%	7
2024 Q1	$7.84M	Buy	180,045 +19,809	+12%	+$851K	3.31%	9
2023 Q4	$6.57M	Buy	160,236 +22,047	+16%	+$836K	3.27%	9
2023 Q3	$5.08M	Buy	+138,189	New	+$5M	3.15%	9

Other funds holding EPI

VVP

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

LFS

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's EPI Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 10% in Q3 2026, selling an estimated $117K and leaving 23,442 shares worth $955K. The position accounts for 0.16% of the portfolio, ranked #72.

Whitaker-Myers Wealth Managers first reported a position in EPI in Q3 2023 and has held it in 13 quarters since. The position peaked at $14.1M in Q2 2025. 16 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

Whitaker-Myers Wealth Managers held 23,442 shares of WisdomTree India Earnings Fund ETF worth $955K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 2,740 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $117K.
WisdomTree India Earnings Fund ETF made up 0.16% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #72 holding.
Whitaker-Myers Wealth Managers first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 13 quarters since.
Whitaker-Myers Wealth Managers's WisdomTree India Earnings Fund ETF position peaked at $14.1M in Q2 2025.
16 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.