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Legacy Investment Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Legacy Investment Solutions’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 		$1.8K Buy
+38
New +$1.72K ﹤0.01% 529
2024
Q4 		$1.64K Sell
38
-186
-83% -$8.82K ﹤0.01% 528
2024
Q3 		$10.3K Buy
+224
New +$11K 0.01% 309

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

Legacy Investment Solutions's EPI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2025: 38 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EPI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EPI in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.3K in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Legacy Investment Solutions held 38 shares of WisdomTree India Earnings Fund ETF worth $1.8K as of Q2 2025.
  • WisdomTree India Earnings Fund ETF was a new Legacy Investment Solutions position in Q2 2025.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #529 holding.
  • Legacy Investment Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's WisdomTree India Earnings Fund ETF position peaked at $10.3K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.