Cascade Financial Partners, LLC Wisdomtree Tr India Earnings F Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 13,600 shares of EPI stock, worth $631,992. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,600

Previous 15,950 14.73%

Holding current value

$631,992

Previous $757 Million 20.61%

% of portfolio

0.07%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$43.79 - $47.63 $102,906 - $111,930	-2,350 Reduced 14.73%	13,600 $601 Million
Q2 2025 Aug 07, 2025	SELL	$41.3 - $47.52 $74,340 - $85,536	-1,800 Reduced 10.14%	15,950 $757 Million
Q1 2025 May 13, 2025	SELL	$40.08 - $45.85 $167,534 - $191,653	-4,180 Reduced 19.06%	17,750 $776 Million
Q4 2024 Feb 07, 2025	SELL	$45.09 - $50.08 $178,105 - $197,816	-3,950 Reduced 15.26%	21,930 $993 Million
Q3 2024 Oct 24, 2024	BUY	$47.41 - $50.82 $89,178 - $95,592	1,881 Added 7.84%	25,880 $1.23 Billion

Q2 2024 Jul 31, 2024	BUY	$43.7 - $48.28 $183,540 - $202,776	4,200 Added 21.21%	23,999 $1.16 Billion
Q1 2024 May 14, 2024	BUY	$40.96 - $44.87 $810,967 - $888,381	19,799 New	19,799 $872 Million

Others Institutions Holding EPI

# of Institutions

300

Shares Held

41.1M

Call Options Held

252K

Put Options Held

202K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
Sector ETFs
Industry ETFs

More about EPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC Wisdomtree Tr India Earnings F Transaction History