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Larson Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-332
Closed -$15.8K – 3511
2025
Q2 		$15.8K Hold
332
– – ﹤0.01% 1593
2025
Q1 		$14.5K Buy
+332
New +$14.2K ﹤0.01% 1485
2024
Q4 		– Sell
-2,505
Closed -$126K – 2812
2024
Q3 		$126K Hold
2,505
– – 0.01% 683
2024
Q2 		$121K Hold
2,505
– – 0.01% 598
2024
Q1 		$109K Sell
2,505
-2,963
-54% -$127K 0.01% 524
2023
Q4 		$224K Buy
5,468
+2,474
+83% +$93.8K 0.02% 330
2023
Q3 		$110K Buy
+2,994
New +$108K 0.01% 438

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's EPI Position: Q3 2025 in Review

Larson Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 332 shares — an estimated $15.8K sold.

Larson Financial Group first reported a position in EPI in Q3 2023 and held it in 7 quarters. The position peaked at $224K in Q4 2023. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Larson Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 332 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $15.8K.
  • Larson Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and held it in 7 quarters.
  • Larson Financial Group's WisdomTree India Earnings Fund ETF position peaked at $224K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.