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

Heartwood Wealth Advisors’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
-509
Closed -$22.5K – 332
2025
Q3 		$22.5K Buy
+509
New +$23.1K ﹤0.01% 356

Other funds holding EPI

Morgan Stanley
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
CI
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heartwood Wealth Advisors's EPI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 509 shares — an estimated $22.5K sold.

Heartwood Wealth Advisors first reported a position in EPI in Q3 2025 and held it in 1 quarter. The position peaked at $22.5K in Q3 2025. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 509 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $22.5K.
  • Heartwood Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $22.5K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.