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Garde Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Garde Capital’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
Q3 		– Sell
-339
Closed -$16.1K – 425
2025
Q2 		$16.1K Buy
339
+56
+20% +$2.54K ﹤0.01% 458
2025
Q1 		$12.4K Buy
+283
New +$12.1K ﹤0.01% 470

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garde Capital's EPI Position: Q3 2025 in Review

Garde Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 339 shares — an estimated $16.1K sold.

Garde Capital first reported a position in EPI in Q1 2025 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 270 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Garde Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 339 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $16.1K.
  • Garde Capital first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and held it in 2 quarters.
  • Garde Capital's WisdomTree India Earnings Fund ETF position peaked at $16.1K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.