Level Four Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Level Four Advisory Services’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
2026 Q1	$471K	Sell	11,542 -35,252	-75%	-$1.56M	0.02%	607
2025 Q4	$2.17M	Sell	46,794 -674	-1%	-$30.9K	0.07%	274
2025 Q3	$2.1M	Sell	47,468 -34,268	-42%	-$1.56M	0.07%	268
2025 Q2	$3.88M	Buy	81,736 +560	+0.7%	+$25.4K	0.14%	190
2025 Q1	$3.55M	Buy	81,176 +4,328	+6%	+$186K	0.15%	185
2024 Q4	$3.48M	Buy	76,848 +2,919	+4%	+$138K	0.14%	177
2024 Q3	$3.5M	Buy	73,929 +5,356	+8%	+$264K	0.15%	179
2024 Q2	$3.31M	Buy	68,573 +40,009	+140%	+$1.82M	0.15%	184
2024 Q1	$1.17M	Hold	28,564	–	–	0.06%	273
2023 Q4	$1.17M	Buy	+28,564	New	+$1.08M	0.07%	273

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Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return