Great Valley Advisor Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Great Valley Advisor 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 Q2	–	Sell	-6,237	Closed	-$273K	–	908
2025 Q1	$273K	Sell	6,237 -202,079	-97%	-$8.66M	0.01%	752
2024 Q4	$9.43M	Sell	208,316 -38,710	-16%	-$1.84M	0.21%	110
2024 Q3	$12.5M	Buy	247,026 +2,198	+0.9%	+$108K	0.31%	81
2024 Q2	$11.8M	Buy	244,828 +14,662	+6%	+$669K	0.33%	81
2024 Q1	$10M	Buy	+230,166	New	+$9.89M	0.3%	86

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Great Valley Advisor Group's EPI Position: Q2 2025 in Review

Great Valley Advisor Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 6,237 shares — an estimated $273K sold.

Great Valley Advisor Group first reported a position in EPI in Q1 2024 and held it in 5 quarters. The position peaked at $12.5M in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Great Valley Advisor Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
Great Valley Advisor Group sold 6,237 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $273K.
Great Valley Advisor Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 5 quarters.
Great Valley Advisor Group's WisdomTree India Earnings Fund ETF position peaked at $12.5M in Q3 2024.
293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.