GWSG
EPI icon

GPS Wealth Strategies Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-150
Closed -$6.65K – 863
2025
Q3 		$6.65K Hold
150
– – ﹤0.01% 1193
2025
Q2 		$7.14K Hold
150
– – ﹤0.01% 1111
2025
Q1 		$6.57K Hold
150
– – ﹤0.01% 1089
2024
Q4 		$6.81K Hold
150
– – ﹤0.01% 1031
2024
Q3 		$7.57K Hold
150
– – ﹤0.01% 1006
2024
Q2 		$7.24K Hold
150
– – ﹤0.01% 987
2024
Q1 		$6.53K Hold
150
– – ﹤0.01% 943
2023
Q4 		$6.15K Buy
+150
New +$5.68K ﹤0.01% 940

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $16.5B 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
LPL Financial San Diego, California $376B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return