FS
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Ferguson Shapiro’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ferguson Shapiro’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 		– Sell
-66,956
Closed -$3.1M – 92
2025
Q4 		$3.1M Buy
66,956
+5,997
+10% +$275K 0.95% 21
2025
Q3 		$2.69M Buy
60,959
+703
+1% +$31.9K 0.87% 15
2025
Q2 		$2.86M Buy
60,256
+275
+0.5% +$12.5K 0.96% 14
2025
Q1 		$2.62M Buy
59,981
+2,880
+5% +$123K 0.98% 18
2024
Q4 		$2.58M Sell
57,101
-11,615
-17% -$551K 0.96% 18
2024
Q3 		$3.47M Sell
68,716
-2,026
-3% -$99.9K 1.29% 18
2024
Q2 		$3.42M Buy
70,742
+14,724
+26% +$671K 1.34% 14
2024
Q1 		$2.44M Sell
56,018
-3,178
-5% -$137K 1.12% 16
2023
Q4 		$2.43M Sell
59,196
-1,902
-3% -$72.1K 1.17% 13
2023
Q3 		$2.25M Buy
+61,098
New +$2.21M 1.24% 10

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return