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DHK Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

DHK Financial Advisors’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
-8,021
Closed -$363K – 96
2024
Q4 		$363K Buy
8,021
+21
+0.3% +$996 0.22% 72
2024
Q3 		$404K Buy
8,000
+3,000
+60% +$148K 0.25% 63
2024
Q2 		$241K Buy
+5,000
New +$228K 0.17% 73

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $181M AUM 44.15% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DHK Financial Advisors's EPI Position: Q1 2025 in Review

DHK Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 8,021 shares — an estimated $363K sold.

DHK Financial Advisors first reported a position in EPI in Q2 2024 and held it in 3 quarters. The position peaked at $404K in Q3 2024. 298 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • DHK Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • DHK Financial Advisors sold 8,021 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $363K.
  • DHK Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 3 quarters.
  • DHK Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $404K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.