Global Retirement Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Global Retirement Partners’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	$10.1K	Sell	218 -144	-40%	-$6.59K	﹤0.01%	3149
2025 Q3	$16K	Hold	362	–	–	﹤0.01%	2495
2025 Q2	$17.2K	Buy	+362	New	+$16.4K	﹤0.01%	2353
2024 Q4	$3.76M	Buy	83,143 +58,529	+238%	+$2.78M	0.11%	188
2024 Q3	$1.24M	Sell	24,614 -579	-2%	-$28.6K	0.04%	388
2024 Q2	$1.22M	Buy	25,193 +21,668	+615%	+$988K	0.04%	380
2024 Q1	$154K	Buy	3,525 +1,168	+50%	+$50.2K	0.01%	897
2023 Q4	$98.7K	Buy	+2,357	New	+$89.3K	﹤0.01%	1052

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

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

MIFH

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's EPI Position: Q4 2025 in Review

Global Retirement Partners reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 40% in Q4 2025, selling an estimated $6.59K and leaving 218 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Global Retirement Partners first reported a position in EPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.76M in Q4 2024. 288 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Global Retirement Partners held 218 shares of WisdomTree India Earnings Fund ETF worth $10.1K as of Q4 2025.
Global Retirement Partners sold 144 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $6.59K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3149 holding.
Global Retirement Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's WisdomTree India Earnings Fund ETF position peaked at $3.76M in Q4 2024.
288 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.