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Caldwell Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Caldwell Trust’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
-200
Closed -$9.05K – 757
2024
Q4 		$9.05K Hold
200
– – ﹤0.01% 613
2024
Q3 		$10.1K Hold
200
– – ﹤0.01% 608
2024
Q2 		$9.66K Buy
+200
New +$9.12K ﹤0.01% 614

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

Caldwell Trust's EPI Position: Q1 2025 in Review

Caldwell Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 200 shares — an estimated $9.05K sold.

Caldwell Trust first reported a position in EPI in Q2 2024 and held it in 3 quarters. The position peaked at $10.1K in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Caldwell Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Caldwell Trust sold 200 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $9.05K.
  • Caldwell Trust first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 3 quarters.
  • Caldwell Trust's WisdomTree India Earnings Fund ETF position peaked at $10.1K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Caldwell Trust's 13F filing for Q1 2025, filed 23 Sep 2025.