Financial & Tax Architects’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Financial & Tax Architects’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	-29,535	Closed	-$1.37M	–	112
2025 Q4	$1.37M	Buy	+29,535	New	+$1.35M	0.31%	59
2024 Q1	–	Sell	-22,163	Closed	-$909K	–	88
2023 Q4	$909K	Sell	22,163 -15,525	-41%	-$588K	0.27%	48
2023 Q3	$1.39M	Buy	37,688 +461	+1%	+$16.7K	0.43%	45
2023 Q2	$1.3M	Buy	+37,227	New	+$1.23M	0.4%	44
2022 Q4	–	Sell	-14,386	Closed	-$439K	–	86
2022 Q3	$439K	Buy	+14,386	New	+$457K	0.16%	54

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return