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

Beaumont 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 Q1	–	Sell	-46,130	Closed	-$2.09M	–	63
2024 Q4	$2.09M	Buy	46,130 +3,077	+7%	+$146K	1.61%	23
2024 Q3	$2.17M	Buy	43,053 +166	+0.4%	+$8.19K	1.6%	25
2024 Q2	$2.07M	Sell	42,887 -18,004	-30%	-$821K	1.62%	26
2024 Q1	$2.65M	Buy	60,891 +49,530	+436%	+$2.13M	1.95%	21
2023 Q4	$466K	Buy	+11,361	New	+$431K	0.35%	41

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaumont Capital Management's EPI Position: Q1 2025 in Review

Beaumont Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 46,130 shares — an estimated $2.09M sold.

Beaumont Capital Management first reported a position in EPI in Q4 2023 and held it in 5 quarters. The position peaked at $2.65M in Q1 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

Beaumont Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 46,130 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $2.09M.
Beaumont Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 5 quarters.
Beaumont Capital Management's WisdomTree India Earnings Fund ETF position peaked at $2.65M in Q1 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.