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

Atomi Financial Group’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
-9,905
Closed -$470K – 1181
2025
Q2 		$470K Sell
9,905
-1,182
-11% -$53.6K 0.02% 620
2025
Q1 		$485K Buy
11,087
+3,837
+53% +$165K 0.02% 549
2024
Q4 		$328K Buy
+7,250
New +$344K 0.02% 677

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's EPI Position: Q3 2025 in Review

Atomi Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 9,905 shares — an estimated $470K sold.

Atomi Financial Group first reported a position in EPI in Q4 2024 and held it in 3 quarters. The position peaked at $485K in Q1 2025. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Atomi Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 9,905 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $470K.
  • Atomi Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 3 quarters.
  • Atomi Financial Group's WisdomTree India Earnings Fund ETF position peaked at $485K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.