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
2020
Q1 		– Sell
-725,000
Closed -$18M – 2783
2019
Q4 		$18M Hold
725,000
– – 0.03% 558
2019
Q3 		$17.3M Sell
725,000
-600
-0.1% -$14.4K 0.03% 594
2019
Q2 		$18.9M Sell
725,600
-65,600
-8% -$1.7M 0.04% 519
2019
Q1 		$20.8M Sell
791,200
-14,400
-2% -$353K 0.04% 501
2018
Q4 		$20M Buy
805,600
+525,000
+187% +$12.3M 0.04% 498
2018
Q3 		$6.76M Buy
+280,600
New +$7.3M 0.01% 1008
2018
Q2 		– Sell
-400
Closed -$10K – 2596
2018
Q1 		$10K Buy
+400
New +$11K ﹤0.01% 2530
2017
Q1 		– Sell
-125,000
Closed -$2.52M – 2240
2016
Q4 		$2.52M Hold
125,000
– – 0.01% 1165
2016
Q3 		$2.7M Hold
125,000
– – 0.01% 1105
2016
Q2 		$2.52M Hold
125,000
– – 0.01% 1119
2016
Q1 		$2.44M Sell
125,000
-180,000
-59% -$3.28M 0.01% 1103
2015
Q4 		$6.06M Buy
+305,000
New +$6.07M 0.01% 869
2015
Q2 		– Sell
-180,000
Closed -$4.1M – 2132
2015
Q1 		$4.1M Buy
180,000
+30,000
+20% +$700K 0.01% 977
2014
Q4 		$3.31M Buy
+150,000
New +$3.37M 0.01% 1026

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 $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.