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Crown Wealth Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Crown Wealth Group’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
-65,987
Closed -$3.13M – 132
2025
Q2 		$3.13M Buy
65,987
+31,675
+92% +$1.44M 1.18% 19
2025
Q1 		$1.5M Sell
34,312
-15,648
-31% -$671K 0.78% 22
2024
Q4 		$2.26M Sell
49,960
-24,648
-33% -$1.17M 0.92% 21
2024
Q3 		$3.76M Buy
74,608
+14,940
+25% +$737K 1.64% 14
2024
Q2 		$2.88M Buy
59,668
+46,285
+346% +$2.11M 1.44% 18
2024
Q1 		$583K Buy
+13,383
New +$575K 0.3% 44

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crown Wealth Group's EPI Position: Q3 2025 in Review

Crown Wealth Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 65,987 shares — an estimated $3.13M sold.

Crown Wealth Group first reported a position in EPI in Q1 2024 and held it in 6 quarters. The position peaked at $3.76M in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Crown Wealth Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Crown Wealth Group sold 65,987 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $3.13M.
  • Crown Wealth Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 6 quarters.
  • Crown Wealth Group's WisdomTree India Earnings Fund ETF position peaked at $3.76M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Crown Wealth Group's 13F filing for Q3 2025, filed 22 Oct 2025.