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 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

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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