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 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

GPS Wealth Strategies Group's EPI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 150 shares — an estimated $6.65K sold.

GPS Wealth Strategies Group first reported a position in EPI in Q4 2023 and held it in 8 quarters. The position peaked at $7.57K in Q3 2024. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

GPS Wealth Strategies Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 150 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $6.65K.
GPS Wealth Strategies Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 8 quarters.
GPS Wealth Strategies Group's WisdomTree India Earnings Fund ETF position peaked at $7.57K in Q3 2024.
292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.