Idaho Trust Bank’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Idaho Trust Bank’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	-9,410	Closed	-$411K	–	108
2025 Q1	$411K	Sell	9,410 -99	-1%	-$4.25K	0.17%	74
2024 Q4	$430K	Sell	9,509 -734	-7%	-$34.8K	0.22%	56
2024 Q3	$517K	Sell	10,243 -74	-0.7%	-$3.65K	0.25%	61
2024 Q2	$498K	Buy	+10,317	New	+$470K	0.25%	60
2024 Q1	–	Sell	-11,911	Closed	-$488K	–	106
2023 Q4	$488K	Buy	11,911 +449	+4%	+$17K	0.28%	58
2023 Q3	$421K	Buy	11,462 +2,857	+33%	+$103K	0.27%	60
2023 Q2	$299K	Buy	+8,605	New	+$285K	0.19%	66

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 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 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

Idaho Trust Bank's EPI Position: Q2 2025 in Review

Idaho Trust Bank sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 9,410 shares — an estimated $411K sold.

Idaho Trust Bank first reported a position in EPI in Q2 2023 and held it in 7 quarters. The position peaked at $517K in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Idaho Trust Bank reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
Idaho Trust Bank sold 9,410 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $411K.
Idaho Trust Bank first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and held it in 7 quarters.
Idaho Trust Bank's WisdomTree India Earnings Fund ETF position peaked at $517K in Q3 2024.
293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Idaho Trust Bank's 13F filing for Q2 2025, filed 13 Aug 2025.