Inspire Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Inspire Advisors’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 Q4	–	Sell	-93,746	Closed	-$4.14M	–	575
2025 Q3	$4.14M	Buy	93,746 +3,357	+4%	+$152K	0.4%	31
2025 Q2	$4.29M	Sell	90,389 -1,329	-1%	-$60.3K	0.45%	25
2025 Q1	$4.01M	Sell	91,718 -34,633	-27%	-$1.49M	0.46%	22
2024 Q4	$5.72M	Buy	126,351 +5,910	+5%	+$280K	0.7%	14
2024 Q3	$6.08M	Sell	120,441 -186	-0.2%	-$9.17K	0.74%	13
2024 Q2	$5.82M	Buy	120,627 +15,899	+15%	+$725K	0.77%	13
2024 Q1	$4.56M	Buy	104,728 +47,545	+83%	+$2.04M	0.63%	17
2023 Q4	$2.34M	Buy	+57,183	New	+$2.17M	0.35%	24

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Inspire Advisors's EPI Position: Q4 2025 in Review

Inspire Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 93,746 shares — an estimated $4.14M sold.

Inspire Advisors first reported a position in EPI in Q4 2023 and held it in 8 quarters. The position peaked at $6.08M in Q3 2024. 288 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Inspire Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Inspire Advisors sold 93,746 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $4.14M.
Inspire Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 8 quarters.
Inspire Advisors's WisdomTree India Earnings Fund ETF position peaked at $6.08M in Q3 2024.
288 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.