HSBC Holdings
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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
2023
Q4 		– Sell
-100
Closed -$3.68K – 2772
2023
Q3 		$3.68K Buy
+100
New +$3.62K ﹤0.01% 2697
2019
Q4 		– Sell
-150,000
Closed -$3.58M – 3078
2019
Q3 		$3.58M Hold
150,000
– – 0.01% 1326
2019
Q2 		$3.91M Sell
150,000
-6,100
-4% -$158K 0.01% 1244
2019
Q1 		$4.11M Sell
156,100
-580,900
-79% -$14.3M 0.01% 1191
2018
Q4 		$18.3M Buy
737,000
+10,000
+1% +$234K 0.03% 535
2018
Q3 		$17.5M Buy
727,000
+171,100
+31% +$4.45M 0.03% 606
2018
Q2 		$14M Buy
555,900
+400,000
+257% +$10.4M 0.02% 658
2018
Q1 		$4.09M Buy
+155,900
New +$4.29M 0.01% 1187
2017
Q4 		– Sell
-255,200
Closed -$6.42M – 2148
2017
Q3 		$6.42M Buy
255,200
+170,200
+200% +$4.43M 0.01% 955
2017
Q2 		$2.08M Buy
+85,000
New +$2.11M ﹤0.01% 1266
2016
Q2 		– Sell
-200,000
Closed -$3.9M – 2079
2016
Q1 		$3.9M Sell
200,000
-280,000
-58% -$5.11M 0.01% 962
2015
Q4 		$9.53M Sell
480,000
-175,000
-27% -$3.48M 0.02% 703
2015
Q3 		$13M Buy
+655,000
New +$13.6M 0.03% 518
2015
Q2 		– Sell
-380,000
Closed -$8.66M – 2133
2015
Q1 		$8.66M Sell
380,000
-71,100
-16% -$1.66M 0.02% 726
2014
Q4 		$9.95M Buy
451,100
+350,000
+346% +$7.86M 0.02% 673
2014
Q3 		$2.21M Buy
101,100
+101,000
+101,000% +$2.27M ﹤0.01% 1132
2014
Q2 		$2K Sell
100
-300,000
-100% -$6.25M ﹤0.01% 1752
2014
Q1 		$5.69M Buy
+300,100
New +$5.12M 0.01% 760

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.