Circle Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Circle Wealth Management’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
2026 Q1	$6.35M	Buy	155,539 +11,836	+8%	+$523K	0.09%	48
2025 Q4	$6.65M	Buy	143,703 +69,364	+93%	+$3.18M	0.1%	45
2025 Q3	$3.29M	Buy	74,339 +7,850	+12%	+$356K	0.06%	63
2025 Q2	$3.16M	Sell	66,489 -3,050	-4%	-$138K	0.07%	65
2025 Q1	$3.04M	Buy	69,539 +1,658	+2%	+$71.1K	0.07%	57
2024 Q4	$3.07M	Sell	67,881 -26,609	-28%	-$1.26M	0.07%	58
2024 Q3	$4.77M	Buy	94,490 +5,030	+6%	+$248K	0.11%	48
2024 Q2	$4.32M	Buy	+89,460	New	+$4.08M	0.1%	45

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return