Financial Advocates Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Financial Advocates Investment Management’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	-9,424	Closed	-$447K	–	215
2025 Q2	$447K	Buy	9,424 +182	+2%	+$8.26K	0.04%	388
2025 Q1	$404K	Buy	9,242 +1,125	+14%	+$48.2K	0.03%	477
2024 Q4	$367K	Sell	8,117 -471	-5%	-$22.3K	0.02%	548
2024 Q3	$433K	Hold	8,588	–	–	0.02%	502
2024 Q2	$415K	Buy	8,588 +166	+2%	+$7.57K	0.03%	479
2024 Q1	$367K	Buy	8,422 +2,545	+43%	+$109K	0.02%	528
2023 Q4	$241K	Buy	+5,877	New	+$223K	0.02%	641

Other funds holding EPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's EPI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 9,424 shares — an estimated $447K sold.

Financial Advocates Investment Management first reported a position in EPI in Q4 2023 and held it in 7 quarters. The position peaked at $447K in Q2 2025. 270 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Financial Advocates Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,424 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $447K.
Financial Advocates Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 7 quarters.
Financial Advocates Investment Management's WisdomTree India Earnings Fund ETF position peaked at $447K in Q2 2025.
270 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.