Forefront Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Forefront Wealth 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 Q4	$2.51M	Sell	54,126 -487	-0.9%	-$22.3K	1.8%	21
2025 Q3	$2.41M	Sell	54,613 -810	-1%	-$36.8K	1.77%	23
2025 Q2	$2.63M	Buy	55,423 +1,088	+2%	+$49.4K	2.11%	16
2025 Q1	$2.37M	Sell	54,335 -241	-0.4%	-$10.3K	2.2%	19
2024 Q4	$2.47M	Buy	+54,576	New	+$2.59M	2.28%	16

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 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 $22.3B AUM 79.91% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return

Forefront Wealth Management's EPI Position: Q4 2025 in Review

Forefront Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.89% in Q4 2025, selling an estimated $22.3K and leaving 54,126 shares worth $2.51M. The position accounts for 1.8% of the portfolio, ranked #21.

Forefront Wealth Management first reported a position in EPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.63M in Q2 2025. 291 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Forefront Wealth Management held 54,126 shares of WisdomTree India Earnings Fund ETF worth $2.51M as of Q4 2025.
Forefront Wealth Management sold 487 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $22.3K.
WisdomTree India Earnings Fund ETF made up 1.8% of Forefront Wealth Management's portfolio in Q4 2025, its #21 holding.
Forefront Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 5 quarters since.
Forefront Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $2.63M in Q2 2025.
291 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.