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HRT Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HRT Financial’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
-9,027
Closed -$394K – 2870
2025
Q1 		$394K Buy
9,027
+4,476
+98% +$192K ﹤0.01% 1618
2024
Q4 		$206K Buy
+4,551
New +$216K ﹤0.01% 1924
2024
Q3 		– Sell
-19,092
Closed -$921K – 2615
2024
Q2 		$921K Buy
+19,092
New +$871K 0.01% 1054
2024
Q1 		– Sell
-17,352
Closed -$711K – 2507
2023
Q4 		$711K Buy
17,352
+4,637
+36% +$176K 0.01% 1169
2023
Q3 		$467K Buy
+12,715
New +$460K ﹤0.01% 1440
2021
Q2 		– Sell
-7,196
Closed -$226K – 3012
2021
Q1 		$226K Sell
7,196
-35,405
-83% -$1.1M ﹤0.01% 2258
2020
Q4 		$1.24M Buy
+42,601
New +$1.11M 0.03% 508
2020
Q1 		– Sell
-43,918
Closed -$1.09M – 909
2019
Q4 		$1.09M Buy
43,918
+34,982
+391% +$849K 0.05% 312
2019
Q3 		$213K Buy
+8,936
New +$215K 0.01% 1116
2018
Q4 		– Sell
-18,852
Closed -$454K – 628
2018
Q3 		$454K Buy
+18,852
New +$491K 0.07% 190
2016
Q4 		– Sell
-21,035
Closed -$454K – 79
2016
Q3 		$454K Buy
+21,035
New +$450K 0.4% 37
2016
Q2 		– Sell
-12,005
Closed -$234K – 116
2016
Q1 		$234K Buy
+12,005
New +$219K 0.24% 55
2015
Q2 		– Sell
-13,523
Closed -$308K – 169
2015
Q1 		$308K Buy
+13,523
New +$315K 0.39% 30

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

HRT Financial's EPI Position: Q2 2025 in Review

HRT Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 9,027 shares — an estimated $394K sold.

HRT Financial first reported a position in EPI in Q1 2015 and held it in 13 quarters. The position peaked at $1.24M in Q4 2020. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • HRT Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 9,027 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $394K.
  • HRT Financial first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 13 quarters.
  • HRT Financial's WisdomTree India Earnings Fund ETF position peaked at $1.24M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.