Cerity Partners
EPI icon

Cerity Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cerity Partners’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
-4,726
Closed -$214K – 2517
2024
Q4 		$214K Buy
4,726
+1
+0% +$47 ﹤0.01% 2208
2024
Q3 		$238K Sell
4,725
-716
-13% -$35.3K ﹤0.01% 2215
2024
Q2 		$263K Buy
5,441
+565
+12% +$25.8K ﹤0.01% 1891
2024
Q1 		$212K Buy
+4,876
New +$209K ﹤0.01% 2082
2020
Q2 		– Sell
-41,767
Closed -$677K – 463
2020
Q1 		$677K Buy
41,767
+19,890
+91% +$443K 0.04% 253
2019
Q4 		$545K Hold
21,877
– – 0.03% 322
2019
Q3 		$522K Buy
21,877
+2,163
+11% +$52K 0.03% 310
2019
Q2 		$514K Hold
19,714
– – 0.03% 313
2019
Q1 		$519K Hold
19,714
– – 0.03% 321
2018
Q4 		$489K Buy
19,714
+4,314
+28% +$101K 0.03% 321
2018
Q3 		$371K Hold
15,400
– – 0.03% 380
2018
Q2 		$388K Hold
15,400
– – 0.03% 371
2018
Q1 		$404K Hold
15,400
– – 0.03% 375
2017
Q4 		$429K Hold
15,400
– – 0.03% 363
2017
Q3 		$388K Hold
15,400
– – 0.03% 373
2017
Q2 		$377K Hold
15,400
– – 0.03% 262
2017
Q1 		$372K Buy
+15,400
New +$343K 0.03% 295

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

Cerity Partners's EPI Position: Q1 2025 in Review

Cerity Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 4,726 shares — an estimated $214K sold.

Cerity Partners first reported a position in EPI in Q1 2017 and held it in 17 quarters. The position peaked at $677K in Q1 2020. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Cerity Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 4,726 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $214K.
  • Cerity Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and held it in 17 quarters.
  • Cerity Partners's WisdomTree India Earnings Fund ETF position peaked at $677K in Q1 2020.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.