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Defined Financial Planning’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Defined Financial Planning’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 		$1.99M Buy
44,468
+3,572
+9% +$162K 1.65% 19
2025
Q2 		$1.91M Buy
40,896
+5,714
+16% +$259K 1.7% 20
2025
Q1 		$1.53M Buy
+35,182
New +$1.51M 1.55% 20

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

Defined Financial Planning's EPI Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree India Earnings Fund ETF (EPI) stake by 8.7% in Q3 2025, buying an estimated $162K and bringing the position to 44,468 shares worth $1.99M. The position accounts for 1.65% of the portfolio, ranked #19.

Defined Financial Planning first reported a position in EPI in Q1 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Defined Financial Planning held 44,468 shares of WisdomTree India Earnings Fund ETF worth $1.99M as of Q3 2025.
  • Defined Financial Planning bought 3,572 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $162K.
  • WisdomTree India Earnings Fund ETF made up 1.65% of Defined Financial Planning's portfolio in Q3 2025, its #19 holding.
  • Defined Financial Planning first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.