Avantax Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Avantax Advisory Services’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	$377K	Buy	+7,935	New	+$360K	﹤0.01%	1755
2025 Q1	–	Sell	-36,482	Closed	-$1.65M	–	2253
2024 Q4	$1.65M	Sell	36,482 -6,079	-14%	-$288K	0.01%	810
2024 Q3	$2.15M	Sell	42,561 -46,992	-52%	-$2.32M	0.01%	669
2024 Q2	$4.32M	Buy	89,553 +81,446	+1,005%	+$3.71M	0.03%	416
2024 Q1	$353K	Buy	+8,107	New	+$348K	﹤0.01%	1216

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $1.53B AUM 20.88% 1-Year Est. Return

Avantax Advisory Services's EPI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2025: 7,935 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in EPI as recently as Q4 2024.

Avantax Advisory Services first reported a position in EPI in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.32M in Q2 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Avantax Advisory Services held 7,935 shares of WisdomTree India Earnings Fund ETF worth $377K as of Q2 2025.
WisdomTree India Earnings Fund ETF was a new Avantax Advisory Services position in Q2 2025.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1755 holding.
Avantax Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 5 quarters since.
Avantax Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $4.32M in Q2 2024.
293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.