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Belpointe Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Belpointe Asset 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
-4,581
Closed -$217K – 997
2025
Q2 		$217K Sell
4,581
-32,251
-88% -$1.46M 0.01% 853
2025
Q1 		$1.61M Sell
36,832
-3,251
-8% -$139K 0.08% 224
2024
Q4 		$2M Sell
40,083
-623
-2% -$29.5K 0.12% 171
2024
Q3 		$2.05M Sell
40,706
-129
-0.3% -$6.36K 0.12% 164
2024
Q2 		$1.97M Buy
40,835
+29,710
+267% +$1.35M 0.14% 144
2024
Q1 		$485K Buy
11,125
+1,210
+12% +$52K 0.04% 445
2023
Q4 		$407K Buy
+9,915
New +$376K 0.04% 430
2023
Q2 		– Sell
-384
Closed -$12.1K – 1385
2023
Q1 		$12.1K Sell
384
-1,000
-72% -$32.2K ﹤0.01% 2602
2022
Q4 		$45.1K Buy
+1,384
New +$44.8K ﹤0.01% 1673
2021
Q4 		– Sell
-15,839
Closed -$592K – 1218
2021
Q3 		$592K Buy
15,839
+839
+6% +$29.8K 0.04% 459
2021
Q2 		$508K Buy
15,000
+8,500
+131% +$277K 0.04% 495
2021
Q1 		$205K Buy
+6,500
New +$202K 0.02% 744

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's EPI Position: Q3 2025 in Review

Belpointe Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 4,581 shares — an estimated $217K sold.

Belpointe Asset Management first reported a position in EPI in Q1 2021 and held it in 12 quarters. The position peaked at $2.05M in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Belpointe Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,581 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $217K.
  • Belpointe Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2021 and held it in 12 quarters.
  • Belpointe Asset Management's WisdomTree India Earnings Fund ETF position peaked at $2.05M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.