Peak Financial Management, Inc. Wisdomtree Tr India Earnings F Transaction History

Peak Financial Management, Inc.

  • $361 Million
  • Q4 2025

A detailed history of Peak Financial Management, Inc. transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Peak Financial Management, Inc. holds 8,848 shares of EPI stock, worth $411,166. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,848
Previous 8,848 -0.0%
Holding current value
$411,166
Previous $391,000 5.12%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$43.79 - $47.63 $1,094 - $1,190
-25 Reduced 0.28%
8,848 $391,000
Q1 2025

May 12, 2025
SELL
$40.08 - $45.85 $1,002 - $1,146
-25 Reduced 0.28%
8,873 $387,000
Q4 2024

Jan 21, 2025
SELL
$45.09 - $50.08 $27,955 - $31,049
-620 Reduced 6.51%
8,898 $402,000
Q2 2024

Jul 22, 2024
BUY
$43.7 - $48.28 $30,590 - $33,796
700 Added 7.94%
9,518 $459,000
Q1 2024

Apr 22, 2024
BUY
$40.96 - $44.87 $154,132 - $168,845
3,763 Added 74.44%
8,818 $384,000
Q4 2023

Jan 18, 2024
BUY
$35.41 - $41.26 $178,997 - $208,569
5,055 New
5,055 $207,000

Others Institutions Holding EPI

# of Institutions
303
Shares Held
41M
Call Options Held
252K
Put Options Held
202K
View Full List

About WISDOMTREE TR INDIA EARNINGS F

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email