Lifestyle Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lifestyle Asset Management’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	-17,646	Closed	-$838K	–	140
2025 Q2	$838K	Sell	17,646 -618	-3%	-$28K	0.39%	60
2025 Q1	$798K	Sell	18,264 -26,211	-59%	-$1.12M	0.44%	50
2024 Q4	$2.01M	Sell	44,475 -522	-1%	-$24.8K	1.1%	17
2024 Q3	$2.27M	Sell	44,997 -535	-1%	-$26.4K	1.25%	11
2024 Q2	$2.2M	Buy	+45,532	New	+$2.08M	1.26%	12

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lifestyle Asset Management's EPI Position: Q3 2025 in Review

Lifestyle Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 17,646 shares — an estimated $838K sold.

Lifestyle Asset Management first reported a position in EPI in Q2 2024 and held it in 5 quarters. The position peaked at $2.27M in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Lifestyle Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Lifestyle Asset Management sold 17,646 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $838K.
Lifestyle Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 5 quarters.
Lifestyle Asset Management's WisdomTree India Earnings Fund ETF position peaked at $2.27M in Q3 2024.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Lifestyle Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.