Centaurus Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Centaurus Financial’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
2024 Q4	–	Sell	-18,698	Closed	-$944K	–	879
2024 Q3	$944K	Buy	18,698 +147	+0.8%	+$7.25K	0.06%	266
2024 Q2	$896K	Buy	18,551 +409	+2%	+$18.6K	0.06%	260
2024 Q1	$790K	Sell	18,142 -29,752	-62%	-$1.28M	0.06%	284
2023 Q4	$1.96M	Buy	47,894 +35,611	+290%	+$1.35M	0.15%	140
2023 Q3	$452K	Sell	12,283 -38,782	-76%	-$1.4M	0.04%	377
2023 Q2	$1.78M	Buy	51,065 +37,294	+271%	+$1.24M	0.16%	149
2023 Q1	$434K	Buy	13,771 +114	+0.8%	+$3.67K	0.03%	443
2022 Q4	$445K	Buy	+13,657	New	+$443K	0.04%	388
2021 Q4	–	Sell	-31,369	Closed	-$1.17M	–	938
2021 Q3	$1.17M	Buy	+31,369	New	+$1.12M	0.1%	243
2021 Q1	–	Sell	-57,440	Closed	-$1.68M	–	835
2020 Q4	$1.68M	Buy	+57,440	New	+$1.5M	0.18%	144

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

Jane Street New York $777B AUM 61.18% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Centaurus Financial's EPI Position: Q4 2024 in Review

Centaurus Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 18,698 shares — an estimated $944K sold.

Centaurus Financial first reported a position in EPI in Q4 2020 and held it in 10 quarters. The position peaked at $1.96M in Q4 2023. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

Centaurus Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
Centaurus Financial sold 18,698 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $944K.
Centaurus Financial first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and held it in 10 quarters.
Centaurus Financial's WisdomTree India Earnings Fund ETF position peaked at $1.96M in Q4 2023.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.