Greenup Street Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Greenup Street Wealth Management’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	-134,974	Closed	-$5.97M	–	137
2025 Q3	$5.97M	Sell	134,974 -1,282	-0.9%	-$58.2K	0.92%	18
2025 Q2	$6.47M	Buy	136,256 +1,042	+0.8%	+$47.3K	1.13%	18
2025 Q1	$5.91M	Sell	135,214 -69,572	-34%	-$2.98M	1.17%	18
2024 Q4	$9.27M	Buy	204,786 +6,058	+3%	+$287K	1.84%	14
2024 Q3	$10M	Buy	+198,728	New	+$9.8M	2.07%	14

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 $20.6B AUM 59.59% 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

Greenup Street Wealth Management's EPI Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 134,974 shares — an estimated $5.97M sold.

Greenup Street Wealth Management first reported a position in EPI in Q3 2024 and held it in 5 quarters. The position peaked at $10M in Q3 2024. 288 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Greenup Street Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 134,974 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $5.97M.
Greenup Street Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 5 quarters.
Greenup Street Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $10M in Q3 2024.
288 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.