SEC 13F Intelligence

Forefront Wealth Management Inc. / EPI

Forefront Wealth Management Inc.’s Wisdomtree Tr Position

Does Forefront Wealth Management Inc. own Wisdomtree Tr (EPI)? Yes — 54.1K shares worth $3M (+1.80% of its 13F portfolio) as of Q4 2025, down from 54.6K shares the prior filed quarter.

Position Value
$3M
Q4 2025
Shares
54.1K
% of Portfolio
+1.80%
Quarters Held
5
currently held

Position History EPI

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202554.1K$3M+1.80%
Q3 202554.6K$2M+1.77%
Q2 202555.4K$3M+2.11%
Q1 202554.3K$2M+2.20%
Q4 202454.6K$2M+2.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of EPI.