Israel Englander’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Israel Englander’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 Q2	–	Sell	-22,000	Closed	-$694K	–	6234
2023 Q1	$694K	Hold	22,000	–	–	﹤0.01%	4392
2022 Q4	$717K	Hold	22,000	–	–	﹤0.01%	4458
2022 Q3	$672K	Buy	+22,000	New	+$699K	﹤0.01%	4697
2021 Q1	–	Sell	-245,000	Closed	-$7.16M	–	6064
2020 Q4	$7.16M	Hold	245,000	–	–	0.01%	2104
2020 Q3	$5.78K	Hold	245,000	–	–	0.01%	1703
2020 Q2	$4.91M	Hold	245,000	–	–	0.01%	1781
2020 Q1	$3.97M	Hold	245,000	–	–	0.01%	1504
2019 Q4	$6.1M	Hold	245,000	–	–	0.01%	1759
2019 Q3	$5.84M	Hold	245,000	–	–	0.01%	1681
2019 Q2	$6.38M	Hold	245,000	–	–	0.01%	1585
2019 Q1	$6.45M	Buy	+245,000	New	+$6.01M	0.01%	1581

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Israel Englander's EPI Position: Q3 2025 in Review

Israel Englander sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 37,391 shares — an estimated $1.77M sold.

Israel Englander first reported a position in EPI in Q4 2013 and held it in 37 quarters. The position peaked at $9.68M in Q1 2024. 270 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Israel Englander reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Israel Englander sold 37,391 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $1.77M.
Israel Englander first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and held it in 37 quarters.
Israel Englander's WisdomTree India Earnings Fund ETF position peaked at $9.68M in Q1 2024.
270 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Millennium Management's 13F filing for Q3 2025, filed 14 Nov 2025.