First Interstate Bank’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

First Interstate Bank’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
2024 Q4	–	Sell	-4,000	Closed	-$202K	–	184
2024 Q3	$202K	Buy	+4,000	New	+$197K	0.01%	183
2020 Q1	–	Sell	-5,700	Closed	-$142K	–	260
2019 Q4	$142K	Hold	5,700	–	–	0.03%	191
2019 Q3	$136K	Hold	5,700	–	–	0.03%	217
2019 Q2	$149K	Hold	5,700	–	–	0.03%	213
2019 Q1	$150K	Hold	5,700	–	–	0.03%	220
2018 Q4	$141K	Hold	5,700	–	–	0.03%	213
2018 Q3	$137K	Hold	5,700	–	–	0.03%	228
2018 Q2	$143K	Hold	5,700	–	–	0.03%	222
2018 Q1	$149K	Hold	5,700	–	–	0.03%	222
2017 Q4	$159K	Hold	5,700	–	–	0.03%	210
2017 Q3	$143K	Hold	5,700	–	–	0.03%	224
2017 Q2	$140K	Hold	5,700	–	–	0.03%	222
2017 Q1	$138K	Buy	5,700 +2,700	+90%	+$60.1K	0.03%	226
2016 Q4	$61K	Hold	3,000	–	–	0.01%	323
2016 Q3	$65K	Hold	3,000	–	–	0.01%	327
2016 Q2	$61K	Hold	3,000	–	–	0.01%	323
2016 Q1	$59K	Buy	3,000 +300	+11%	+$5.47K	0.01%	328
2015 Q4	$54K	Hold	2,700	–	–	0.01%	358
2015 Q3	$54K	Buy	+2,700	New	+$56.1K	0.01%	353

Other funds holding EPI

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

MIH

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

Jane Street New York $777B AUM 61.18% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

First Interstate Bank's EPI Position: Q4 2024 in Review

First Interstate Bank sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 4,000 shares — an estimated $202K sold.

First Interstate Bank first reported a position in EPI in Q3 2015 and held it in 19 quarters. The position peaked at $202K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

First Interstate Bank reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
First Interstate Bank sold 4,000 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $202K.
First Interstate Bank first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and held it in 19 quarters.
First Interstate Bank's WisdomTree India Earnings Fund ETF position peaked at $202K in Q3 2024.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on First Interstate Bank's 13F filing for Q4 2024, filed 4 Feb 2025.