First Horizon Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

First Horizon 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	-524	Closed	-$23.7K	–	2339
2024 Q4	$23.7K	Buy	+524	New	+$24.8K	﹤0.01%	1262
2024 Q3	–	Sell	-485	Closed	-$23.9K	–	2299
2024 Q2	$23.5K	Hold	485	–	–	﹤0.01%	1219
2024 Q1	$21.2K	Hold	485	–	–	﹤0.01%	1324
2023 Q4	$19.9K	Hold	485	–	–	﹤0.01%	1336
2023 Q3	$17.9K	Hold	485	–	–	﹤0.01%	1293
2023 Q2	$16.9K	Hold	485	–	–	﹤0.01%	1333
2023 Q1	$15.3K	Hold	485	–	–	﹤0.01%	1368
2022 Q4	$15.8K	Hold	485	–	–	﹤0.01%	1347
2022 Q3	$14K	Buy	+485	New	+$15.4K	﹤0.01%	1360

Other funds holding EPI

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

MIH

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Horizon Advisors's EPI Position: Q1 2025 in Review

First Horizon Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 524 shares — an estimated $23.7K sold.

First Horizon Advisors first reported a position in EPI in Q3 2022 and held it in 9 quarters. The position peaked at $23.7K in Q4 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

First Horizon Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
First Horizon Advisors sold 524 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $23.7K.
First Horizon Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2022 and held it in 9 quarters.
First Horizon Advisors's WisdomTree India Earnings Fund ETF position peaked at $23.7K in Q4 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.