Aspire Capital Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Aspire Capital 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 Q1	–	Sell	-38,448	Closed	-$1.74M	–	95
2024 Q4	$1.74M	Sell	38,448 -12,974	-25%	-$615K	0.5%	36
2024 Q3	$2.59M	Buy	51,422 +943	+2%	+$46.5K	0.77%	27
2024 Q2	$2.44M	Buy	50,479 +13,988	+38%	+$638K	0.8%	27
2024 Q1	$1.59M	Buy	+36,491	New	+$1.57M	0.54%	33

Other funds holding EPI

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

MIH

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIFH

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

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

HIIFS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aspire Capital Advisors's EPI Position: Q1 2025 in Review

Aspire Capital Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 38,448 shares — an estimated $1.74M sold.

Aspire Capital Advisors first reported a position in EPI in Q1 2024 and held it in 4 quarters. The position peaked at $2.59M in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

Aspire Capital Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
Aspire Capital Advisors sold 38,448 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $1.74M.
Aspire Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 4 quarters.
Aspire Capital Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.59M in Q3 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Aspire Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.