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Atala Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Atala Financial’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
Q2 		– Sell
-355
Closed -$15.5K – 220
2025
Q1 		$15.5K Hold
355
– – 0.01% 272
2024
Q4 		$16.1K Buy
+355
New +$16.8K 0.01% 273

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Atala Financial's EPI Position: Q2 2025 in Review

Atala Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 355 shares — an estimated $15.5K sold.

Atala Financial first reported a position in EPI in Q4 2024 and held it in 2 quarters. The position peaked at $16.1K in Q4 2024. 295 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Atala Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 355 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $15.5K.
  • Atala Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's WisdomTree India Earnings Fund ETF position peaked at $16.1K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.