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Csenge Advisory Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Csenge Advisory 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
Q4 		– Sell
-17,663
Closed -$781K – 722
2025
Q3 		$781K Buy
17,663
+8,838
+100% +$401K 0.04% 342
2025
Q2 		$408K Sell
8,825
-2,541
-22% -$115K 0.02% 472
2025
Q1 		$501K Sell
11,366
-19,302
-63% -$828K 0.03% 394
2024
Q4 		$1.39M Buy
30,668
+5,464
+22% +$259K 0.08% 210
2024
Q3 		$1.24M Sell
25,204
-3,051
-11% -$150K 0.06% 216
2024
Q2 		$1.36M Sell
28,255
-26,079
-48% -$1.19M 0.08% 190
2024
Q1 		$2.37M Buy
54,334
+23,549
+76% +$1.01M 0.13% 128
2023
Q4 		$1.26M Buy
30,785
+16,969
+123% +$643K 0.08% 197
2023
Q3 		$508K Sell
13,816
-2,039
-13% -$73.8K 0.03% 365
2023
Q2 		$552K Buy
15,855
+1,351
+9% +$44.8K 0.04% 341
2023
Q1 		$457K Buy
14,504
+3,057
+27% +$98.4K 0.03% 371
2022
Q4 		$373K Sell
11,447
-159
-1% -$5.15K 0.03% 413
2022
Q3 		$354K Sell
11,606
-3,308
-22% -$105K 0.03% 416
2022
Q2 		$442K Buy
14,914
+1,792
+14% +$61K 0.04% 362
2022
Q1 		$473K Sell
13,122
-68
-0.5% -$2.47K 0.04% 393
2021
Q4 		$445K Buy
13,190
+1
+0% +$37 0.04% 372
2021
Q3 		$499K Sell
13,189
-1
-0% -$36 0.04% 360
2021
Q2 		$445K Buy
13,190
+2,715
+26% +$88.5K 0.04% 373
2021
Q1 		$329K Buy
+10,475
New +$326K 0.03% 364
2018
Q4 		– Sell
-60,890
Closed -$1.44M – 572
2018
Q3 		$1.44M Buy
60,890
+4,633
+8% +$121K 0.56% 38
2018
Q2 		$1.42M Buy
56,257
+1,259
+2% +$32.7K 0.52% 46
2018
Q1 		$1.44M Buy
54,998
+1,681
+3% +$46.2K 0.5% 48
2017
Q4 		$1.48M Buy
53,317
+1,111
+2% +$29.6K 0.53% 44
2017
Q3 		$1.31M Buy
+52,206
New +$1.36M 0.52% 50

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Csenge Advisory Group's EPI Position: Q4 2025 in Review

Csenge Advisory Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 17,663 shares — an estimated $781K sold.

Csenge Advisory Group first reported a position in EPI in Q3 2017 and held it in 24 quarters. The position peaked at $2.37M in Q1 2024. 291 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • Csenge Advisory Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 17,663 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $781K.
  • Csenge Advisory Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2017 and held it in 24 quarters.
  • Csenge Advisory Group's WisdomTree India Earnings Fund ETF position peaked at $2.37M in Q1 2024.
  • 291 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.