Atria Wealth Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Atria Wealth Solutions’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	-45,878	Closed	-$2.01M	–	1583
2025 Q1	$2.01M	Sell	45,878 -2,829	-6%	-$121K	0.02%	632
2024 Q4	$2.2M	Buy	48,707 +6,807	+16%	+$323K	0.02%	610
2024 Q3	$2.11M	Buy	41,900 +12,081	+41%	+$596K	0.02%	616
2024 Q2	$1.44M	Sell	29,819 -5,909	-17%	-$269K	0.02%	749
2024 Q1	$1.56M	Buy	+35,728	New	+$1.54M	0.02%	720

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 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 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

Atria Wealth Solutions's EPI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 45,878 shares — an estimated $2.01M sold.

Atria Wealth Solutions first reported a position in EPI in Q1 2024 and held it in 5 quarters. The position peaked at $2.2M in Q4 2024. 295 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Atria Wealth Solutions reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 45,878 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $2.01M.
Atria Wealth Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's WisdomTree India Earnings Fund ETF position peaked at $2.2M in Q4 2024.
295 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.