GWN Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

GWN Securities’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 Q3	–	Sell	-5,596	Closed	-$266K	–	406
2025 Q2	$266K	Buy	+5,596	New	+$254K	0.05%	325

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Jane Street New York $1.21T AUM 78.12% 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

GWN Securities's EPI Position: Q3 2025 in Review

GWN Securities sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 5,596 shares — an estimated $266K sold.

GWN Securities first reported a position in EPI in Q2 2025 and held it in 1 quarter. The position peaked at $266K in Q2 2025. 270 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

GWN Securities reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 5,596 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $266K.
GWN Securities first reported a position in WisdomTree India Earnings Fund ETF in Q2 2025 and held it in 1 quarter.
GWN Securities's WisdomTree India Earnings Fund ETF position peaked at $266K in Q2 2025.
270 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.