KFI
EPI icon

Key Financial Inc’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Key Financial Inc’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
-437
Closed -$19.1K – 1445
2025
Q1 		$19.1K Hold
437
– – ﹤0.01% 674
2024
Q4 		$19.8K Buy
+437
New +$20.7K ﹤0.01% 658

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

Key Financial Inc's EPI Position: Q2 2025 in Review

Key Financial Inc sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 437 shares — an estimated $19.1K sold.

Key Financial Inc first reported a position in EPI in Q4 2024 and held it in 2 quarters. The position peaked at $19.8K in Q4 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Key Financial Inc reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 437 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $19.1K.
  • Key Financial Inc first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 2 quarters.
  • Key Financial Inc's WisdomTree India Earnings Fund ETF position peaked at $19.8K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.