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Hamilton Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Hamilton Wealth’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
-183,709
Closed -$8.72M – 120
2025
Q2 		$8.72M Buy
183,709
+173,183
+1,645% +$7.86M 1.95% 17
2025
Q1 		$460K Buy
10,526
+2,839
+37% +$122K 0.11% 59
2024
Q4 		$348K Sell
7,687
-75,182
-91% -$3.57M 0.08% 67
2024
Q3 		$4.18M Buy
82,869
+78,009
+1,605% +$3.85M 1.02% 26
2024
Q2 		$235K Buy
+4,860
New +$222K 0.06% 84

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 $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $530B AUM 22.01% 1-Year Est. Return

Hamilton Wealth's EPI Position: Q3 2025 in Review

Hamilton Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 183,709 shares — an estimated $8.72M sold.

Hamilton Wealth first reported a position in EPI in Q2 2024 and held it in 5 quarters. The position peaked at $8.72M in Q2 2025. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Hamilton Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Hamilton Wealth sold 183,709 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $8.72M.
  • Hamilton Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 5 quarters.
  • Hamilton Wealth's WisdomTree India Earnings Fund ETF position peaked at $8.72M in Q2 2025.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Hamilton Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.