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Hexagon Capital Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Hexagon Capital Partners’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
-417
Closed -$18.2K – 561
2025
Q1 		$18.2K Buy
417
+13
+3% +$557 ﹤0.01% 789
2024
Q4 		$18.3K Buy
404
+29
+8% +$1.38K ﹤0.01% 815
2024
Q3 		$18.9K Sell
375
-7
-2% -$345 ﹤0.01% 733
2024
Q2 		$18.4K Sell
382
-22
-5% -$1K ﹤0.01% 711
2024
Q1 		$17.6K Sell
404
-4
-1% -$172 ﹤0.01% 711
2023
Q4 		$16.7K Sell
408
-13
-3% -$493 ﹤0.01% 696
2023
Q3 		$15.5K Buy
421
+40
+10% +$1.45K ﹤0.01% 635
2023
Q2 		$13.3K Sell
381
-20
-5% -$663 ﹤0.01% 677
2023
Q1 		$12.6K Buy
401
+124
+45% +$3.99K ﹤0.01% 675
2022
Q4 		$9.03K Sell
277
-86
-24% -$2.79K ﹤0.01% 755
2022
Q3 		$11K Sell
363
-33
-8% -$1.05K ﹤0.01% 745
2022
Q2 		$12K Buy
396
+2
+0.5% +$68 ﹤0.01% 621
2022
Q1 		$14K Buy
394
+298
+310% +$10.8K ﹤0.01% 575
2021
Q4 		$4K Hold
96
– – ﹤0.01% 702
2021
Q3 		$4K Sell
96
-220
-70% -$7.83K ﹤0.01% 692
2021
Q2 		$11K Hold
316
– – ﹤0.01% 544
2021
Q1 		$9K Hold
316
– – ﹤0.01% 536
2020
Q4 		$9K Hold
316
– – ﹤0.01% 495
2020
Q3 		$7K Buy
+316
New +$7.18K ﹤0.01% 500

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 $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
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

Hexagon Capital Partners's EPI Position: Q2 2025 in Review

Hexagon Capital Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 417 shares — an estimated $18.2K sold.

Hexagon Capital Partners first reported a position in EPI in Q3 2020 and held it in 19 quarters. The position peaked at $18.9K in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Hexagon Capital Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 417 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $18.2K.
  • Hexagon Capital Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's WisdomTree India Earnings Fund ETF position peaked at $18.9K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.