Atticus Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Atticus Wealth Management’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	-824	Closed	-$39.1K	–	329
2025 Q2	$39.1K	Sell	824 -152	-16%	-$6.9K	0.01%	339
2025 Q1	$42.6K	Sell	976 -2,585	-73%	-$111K	0.01%	244
2024 Q4	$161K	Buy	3,561 +43	+1%	+$2.04K	0.05%	132
2024 Q3	$178K	Buy	3,518 +30	+0.9%	+$1.48K	0.06%	126
2024 Q2	$168K	Buy	3,488 +133	+4%	+$6.06K	0.06%	125
2024 Q1	$146K	Buy	3,355 +766	+30%	+$32.9K	0.05%	138
2023 Q4	$106K	Buy	+2,589	New	+$98.1K	0.04%	157

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

Atticus Wealth Management's EPI Position: Q3 2025 in Review

Atticus Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 824 shares — an estimated $39.1K sold.

Atticus Wealth Management first reported a position in EPI in Q4 2023 and held it in 7 quarters. The position peaked at $178K in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Atticus Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 824 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $39.1K.
Atticus Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 7 quarters.
Atticus Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $178K in Q3 2024.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.