HSBC Holdings
EPI icon

HSBC Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HSBC Holdings’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
-36,272
Closed -$1.6M – 3082
2025
Q1 		$1.6M Hold
36,272
– – ﹤0.01% 1552
2024
Q4 		$1.65M Buy
36,272
+1,079
+3% +$51.2K ﹤0.01% 1550
2024
Q3 		$1.78M Sell
35,193
-14,329
-29% -$707K ﹤0.01% 1478
2024
Q2 		$2.39M Sell
49,522
-6,759
-12% -$308K ﹤0.01% 1326
2024
Q1 		$2.45M Sell
56,281
-10,403
-16% -$447K ﹤0.01% 1378
2023
Q4 		$2.74M Buy
66,684
+18,429
+38% +$698K ﹤0.01% 1366
2023
Q3 		$1.81M Sell
48,255
-16,195
-25% -$586K ﹤0.01% 1498
2023
Q2 		$2.23M Hold
64,450
– – ﹤0.01% 1401
2023
Q1 		$2.04M Sell
64,450
-13,031
-17% -$419K ﹤0.01% 1504
2022
Q4 		$2.52M Buy
77,481
+4,900
+7% +$159K ﹤0.01% 1580
2022
Q3 		$2.25M Sell
72,581
-5,532
-7% -$176K ﹤0.01% 1510
2022
Q2 		$2.31M Sell
78,113
-8,300
-10% -$283K ﹤0.01% 1521
2022
Q1 		$3.13M Sell
86,413
-35,108
-29% -$1.27M ﹤0.01% 1391
2021
Q4 		$4.48M Sell
121,521
-10,744
-8% -$402K ﹤0.01% 1315
2021
Q3 		$4.97M Sell
132,265
-26,158
-17% -$931K 0.01% 1146
2021
Q2 		$5.37M Sell
158,423
-34,256
-18% -$1.12M 0.01% 1078
2021
Q1 		$6.03M Sell
192,679
-29,051
-13% -$903K 0.01% 954
2020
Q4 		$6.46M Sell
221,730
-24,919
-10% -$650K 0.01% 917
2020
Q3 		$5.79M Sell
246,649
-254,403
-51% -$5.78M 0.01% 904
2020
Q2 		$10M Sell
501,052
-317,298
-39% -$5.78M 0.02% 646
2020
Q1 		$13.3M Buy
818,350
+758,982
+1,278% +$16.9M 0.03% 487
2019
Q4 		$1.48M Hold
59,368
– – ﹤0.01% 1634
2019
Q3 		$1.42M Sell
59,368
-400
-0.7% -$9.61K ﹤0.01% 1777
2019
Q2 		$1.56M Sell
59,768
-300
-0.5% -$7.78K ﹤0.01% 1618
2019
Q1 		$1.58M Sell
60,068
-22,161
-27% -$544K ﹤0.01% 1617
2018
Q4 		$2.04M Sell
82,229
-454,325
-85% -$10.6M ﹤0.01% 1488
2018
Q3 		$12.9M Buy
536,554
+242,552
+83% +$6.31M 0.02% 749
2018
Q2 		$7.4M Buy
294,002
+98,270
+50% +$2.55M 0.01% 940
2018
Q1 		$5.13M Buy
195,732
+80,222
+69% +$2.21M 0.01% 1101
2017
Q4 		$3.22M Sell
115,510
-160,455
-58% -$4.28M ﹤0.01% 970
2017
Q3 		$6.95M Buy
275,965
+18,542
+7% +$482K 0.01% 923
2017
Q2 		$6.31M Buy
257,423
+34,130
+15% +$846K 0.01% 910
2017
Q1 		$5.39M Sell
223,293
-87,970
-28% -$1.96M 0.01% 905
2016
Q4 		$6.29M Buy
311,263
+47,184
+18% +$981K 0.01% 861
2016
Q3 		$5.71M Buy
264,079
+64,678
+32% +$1.38M 0.01% 867
2016
Q2 		$4.03M Sell
199,401
-157,223
-44% -$3.08M 0.01% 974
2016
Q1 		$6.96M Sell
356,624
-92,928
-21% -$1.69M 0.02% 774
2015
Q4 		$8.93M Sell
449,552
-491,117
-52% -$9.78M 0.02% 729
2015
Q3 		$18.7M Sell
940,669
-14,706
-2% -$306K 0.05% 422
2015
Q2 		$20.7M Buy
955,375
+858,565
+887% +$18.9M 0.04% 414
2015
Q1 		$2.21M Sell
96,810
-57,956
-37% -$1.35M ﹤0.01% 1154
2014
Q4 		$3.41M Buy
154,766
+79,616
+106% +$1.79M 0.01% 1012
2014
Q3 		$1.65M Sell
75,150
-63,412
-46% -$1.43M ﹤0.01% 1211
2014
Q2 		$3.11M Buy
138,562
+38,300
+38% +$798K 0.01% 995
2014
Q1 		$1.9M Sell
100,262
-385,400
-79% -$6.58M ﹤0.01% 1084
2013
Q4 		$8.47M Sell
485,662
-377,877
-44% -$6.29M 0.02% 683
2013
Q3 		$13.2M Sell
863,539
-442,846
-34% -$6.86M 0.04% 517
2013
Q2 		$21.2M Buy
+1,306,385
New +$23.3M 0.06% 323

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

HSBC Holdings's EPI Position: Q2 2025 in Review

HSBC Holdings sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 36,272 shares — an estimated $1.6M sold.

HSBC Holdings first reported a position in EPI in Q2 2013 and held it in 48 quarters. The position peaked at $21.2M in Q2 2013. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • HSBC Holdings reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • HSBC Holdings sold 36,272 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $1.6M.
  • HSBC Holdings first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 48 quarters.
  • HSBC Holdings's WisdomTree India Earnings Fund ETF position peaked at $21.2M in Q2 2013.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on HSBC Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.