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

Freedom 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
Q1 		– Sell
-5,400
Closed -$244K – 763
2024
Q4 		$244K Buy
5,400
+296
+6% +$14K 0.02% 665
2024
Q3 		$258K Sell
5,104
-56
-1% -$2.76K 0.02% 647
2024
Q2 		$249K Sell
5,160
-1,119
-18% -$51K 0.02% 665
2024
Q1 		$274K Buy
+6,279
New +$270K 0.02% 640
2021
Q1 		– Sell
-7,181
Closed -$210K – 863
2020
Q4 		$210K Buy
+7,181
New +$187K 0.02% 563
2020
Q2 		– Sell
-11,586
Closed -$286K – 606
2020
Q1 		$286K Sell
11,586
-5
-0% -$111 0.03% 515
2019
Q4 		$288K Sell
11,591
-1,043
-8% -$25.3K 0.03% 495
2019
Q3 		$301K Sell
12,634
-427
-3% -$10.3K 0.03% 504
2019
Q2 		$340K Sell
13,061
-785
-6% -$20.4K 0.03% 478
2019
Q1 		$365K Sell
13,846
-912
-6% -$22.4K 0.03% 462
2018
Q4 		$366K Sell
14,758
-1,811
-11% -$42.3K 0.03% 503
2018
Q3 		$432K Buy
16,569
+5,719
+53% +$149K 0.03% 589
2018
Q2 		$273K Sell
10,850
-15,309
-59% -$398K 0.02% 790
2018
Q1 		$686K Buy
26,159
+14,206
+119% +$391K 0.04% 505
2017
Q4 		$333K Sell
11,953
-318
-3% -$8.48K 0.02% 842
2017
Q3 		$309K Sell
12,271
-6,605
-35% -$172K 0.02% 841
2017
Q2 		$463K Sell
18,876
-7,554
-29% -$187K 0.03% 597
2017
Q1 		$638K Buy
26,430
+16,063
+155% +$358K 0.04% 449
2016
Q4 		$209K Sell
10,367
-10,525
-50% -$219K 0.01% 886
2016
Q3 		$452K Buy
20,892
+2,414
+13% +$51.6K 0.03% 486
2016
Q2 		$373K Sell
18,478
-3,086
-14% -$60.4K 0.03% 514
2016
Q1 		$421K Buy
21,564
+181
+0.8% +$3.3K 0.03% 450
2015
Q4 		$425K Sell
21,383
-8,111
-28% -$161K 0.03% 452
2015
Q3 		$1.28M Sell
29,494
-10,391
-26% -$216K 0.13% 115
2015
Q2 		$864K Buy
39,885
+4,361
+12% +$96K 0.09% 190
2015
Q1 		$810K Buy
35,524
+12,135
+52% +$283K 0.09% 183
2014
Q4 		$516K Buy
23,389
+12,284
+111% +$276K 0.07% 278
2014
Q3 		$243K Buy
11,105
+1,700
+18% +$38.3K 0.04% 405
2014
Q2 		$211K Buy
+9,405
New +$196K 0.04% 450

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's EPI Position: Q1 2025 in Review

Freedom Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 5,400 shares — an estimated $244K sold.

Freedom Investment Management first reported a position in EPI in Q2 2014 and held it in 29 quarters. The position peaked at $1.28M in Q3 2015. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Freedom Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,400 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $244K.
  • Freedom Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 29 quarters.
  • Freedom Investment Management's WisdomTree India Earnings Fund ETF position peaked at $1.28M in Q3 2015.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.