Black Swift Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Black Swift Group’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	-91,890	Closed	-$4.16M	–	124
2024 Q4	$4.16M	Sell	91,890 -128,967	-58%	-$6.12M	0.88%	19
2024 Q3	$11.1M	Sell	220,857 -3,190	-1%	-$157K	2.46%	10
2024 Q2	$10.8M	Buy	224,047 +4,265	+2%	+$194K	2.5%	7
2024 Q1	$9.57M	Buy	219,782 +5,984	+3%	+$257K	2.45%	8
2023 Q4	$8.77M	Sell	213,798 -53,726	-20%	-$2.04M	2.63%	8
2023 Q3	$9.83M	Buy	267,524 +104,724	+64%	+$3.79M	3.21%	9
2023 Q2	$5.67M	Buy	+162,800	New	+$5.39M	1.93%	11

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 $14.7B AUM 47% 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

Black Swift Group's EPI Position: Q1 2025 in Review

Black Swift Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 91,890 shares — an estimated $4.16M sold.

Black Swift Group first reported a position in EPI in Q2 2023 and held it in 7 quarters. The position peaked at $11.1M in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

Black Swift Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
Black Swift Group sold 91,890 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $4.16M.
Black Swift Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and held it in 7 quarters.
Black Swift Group's WisdomTree India Earnings Fund ETF position peaked at $11.1M in Q3 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Black Swift Group's 13F filing for Q1 2025, filed 6 May 2025.