Adapt Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Adapt Wealth Advisors’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
2025 Q3	–	Sell	-171,999	Closed	-$8.16M	–	108
2025 Q2	$8.16M	Buy	171,999 +1,925	+1%	+$87.3K	3.65%	14
2025 Q1	$7.43M	Buy	170,074 +30,524	+22%	+$1.31M	3.63%	13
2024 Q4	$6.32M	Sell	139,550 -6,672	-5%	-$316K	3.11%	13
2024 Q3	$7.38M	Buy	146,222 +16,863	+13%	+$832K	3.95%	6
2024 Q2	$6.25M	Buy	129,359 +10,082	+8%	+$460K	3.91%	5
2024 Q1	$5.2M	Buy	+119,277	New	+$5.12M	3.7%	9

Other funds holding EPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adapt Wealth Advisors's EPI Position: Q3 2025 in Review

Adapt Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 171,999 shares — an estimated $8.16M sold.

Adapt Wealth Advisors first reported a position in EPI in Q1 2024 and held it in 6 quarters. The position peaked at $8.16M in Q2 2025. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Adapt Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Adapt Wealth Advisors sold 171,999 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $8.16M.
Adapt Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 6 quarters.
Adapt Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $8.16M in Q2 2025.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Adapt Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.