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James Investment Research’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

James Investment Research’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
Q1 		– Sell
-15,392
Closed -$697K – 336
2024
Q4 		$697K Buy
15,392
+1,445
+10% +$68.5K 0.08% 186
2024
Q3 		$704K Buy
13,947
+4
+0% +$197 0.08% 187
2024
Q2 		$673K Buy
13,943
+4,781
+52% +$218K 0.08% 189
2024
Q1 		$399K Buy
9,162
+1,057
+13% +$45.4K 0.05% 235
2023
Q4 		$332K Buy
8,105
+84
+1% +$3.18K 0.04% 244
2023
Q3 		$295K Buy
8,021
+1,983
+33% +$71.8K 0.04% 237
2023
Q2 		$210K Buy
6,038
+3,908
+183% +$129K 0.03% 260
2023
Q1 		$67K Buy
2,130
+805
+61% +$25.9K 0.01% 336
2022
Q4 		$43K Buy
+1,325
New +$42.9K 0.01% 369

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

James Investment Research's EPI Position: Q1 2025 in Review

James Investment Research sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 15,392 shares — an estimated $697K sold.

James Investment Research first reported a position in EPI in Q4 2022 and held it in 9 quarters. The position peaked at $704K in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • James Investment Research reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • James Investment Research sold 15,392 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $697K.
  • James Investment Research first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and held it in 9 quarters.
  • James Investment Research's WisdomTree India Earnings Fund ETF position peaked at $704K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on James Investment Research's 13F filing for Q1 2025, filed 2 May 2025.