Barometer Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Barometer Capital 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	-6,400	Closed	-$304K	–	190
2025 Q2	$304K	Sell	6,400 -2,400	-27%	-$109K	0.08%	130
2025 Q1	$385K	Sell	8,800 -5,700	-39%	-$244K	0.14%	67
2024 Q4	$700K	Buy	14,500 +900	+7%	+$42.7K	0.28%	50
2024 Q3	$686K	Sell	13,600 -900	-6%	-$44.4K	0.2%	63
2024 Q2	$700K	Sell	14,500 -1,100	-7%	-$50.2K	0.27%	55
2024 Q1	$704K	Sell	15,600 -100	-0.6%	-$4.3K	0.18%	77
2023 Q4	$644K	Sell	15,700 -5,600	-26%	-$212K	0.18%	85
2023 Q3	$783K	Sell	21,300 -2,800	-12%	-$101K	0.25%	65
2023 Q2	$839K	Buy	+24,100	New	+$799K	0.22%	69
2016 Q4	–	Sell	-38,000	Closed	-$822K	–	141
2016 Q3	$822K	Buy	+38,000	New	+$813K	0.09%	108

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

Barometer Capital Management's EPI Position: Q3 2025 in Review

Barometer Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 6,400 shares — an estimated $304K sold.

Barometer Capital Management first reported a position in EPI in Q3 2016 and held it in 10 quarters. The position peaked at $839K in Q2 2023. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Barometer Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Barometer Capital Management sold 6,400 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $304K.
Barometer Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and held it in 10 quarters.
Barometer Capital Management's WisdomTree India Earnings Fund ETF position peaked at $839K in Q2 2023.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Barometer Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.