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

Central Trust Company’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	-1,795	Closed	-$85.2K	–	1437
2025 Q2	$85.2K	Hold	1,795	–	–	﹤0.01%	700
2025 Q1	$78.5K	Hold	1,795	–	–	﹤0.01%	704
2024 Q4	$81.3K	Hold	1,795	–	–	﹤0.01%	701
2024 Q3	$90.6K	Hold	1,795	–	–	﹤0.01%	666
2024 Q2	$86.7K	Hold	1,795	–	–	﹤0.01%	681
2024 Q1	$78.2K	Buy	+1,795	New	+$77.1K	﹤0.01%	722
2022 Q1	–	Sell	-279	Closed	-$10K	–	1382
2021 Q4	$10K	Buy	+279	New	+$10.4K	﹤0.01%	1053

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

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

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Central Trust Company's EPI Position: Q3 2025 in Review

Central Trust Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 1,795 shares — an estimated $85.2K sold.

Central Trust Company first reported a position in EPI in Q4 2021 and held it in 7 quarters. The position peaked at $90.6K in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Central Trust Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Central Trust Company sold 1,795 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $85.2K.
Central Trust Company first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 7 quarters.
Central Trust Company's WisdomTree India Earnings Fund ETF position peaked at $90.6K in Q3 2024.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Central Trust Company's 13F filing for Q3 2025, filed 6 Nov 2025.