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

Avior 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
Q1 		– Sell
-573
Closed -$25.9K – 1223
2024
Q4 		$25.9K Sell
573
-652
-53% -$30.9K ﹤0.01% 1355
2024
Q3 		$61.8K Buy
1,225
+652
+114% +$32.2K ﹤0.01% 1042
2024
Q2 		$27.7K Hold
573
– – ﹤0.01% 1281
2024
Q1 		$25K Buy
+573
New +$24.6K ﹤0.01% 1508
2018
Q3 		– Sell
-43
Closed -$1K – 743
2018
Q2 		$1K Hold
43
– – ﹤0.01% 744
2018
Q1 		$1K Buy
+43
New +$1.18K ﹤0.01% 727

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avior Wealth Management's EPI Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 573 shares — an estimated $25.9K sold.

Avior Wealth Management first reported a position in EPI in Q1 2018 and held it in 6 quarters. The position peaked at $61.8K in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Avior Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 573 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $25.9K.
  • Avior Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 6 quarters.
  • Avior Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $61.8K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.