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Lindbrook Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lindbrook Capital’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
Q1 		$99.2K Hold
2,270
– – 0.01% 683
2024
Q4 		$103K Hold
2,270
– – 0.01% 552
2024
Q3 		$115K Hold
2,270
– – 0.01% 529
2024
Q2 		$110K Hold
2,270
– – 0.01% 512
2024
Q1 		$98.9K Hold
2,270
– – 0.01% 540
2023
Q4 		$93.1K Buy
+2,270
New +$86K 0.01% 542

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's EPI Position: Q1 2025 in Review

Lindbrook Capital held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2025 at 2,270 shares worth $99.2K. The position accounts for 0.01% of the portfolio, ranked #683.

Lindbrook Capital first reported a position in EPI in Q4 2023 and has held it in 6 quarters since. The position peaked at $115K in Q3 2024. 297 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Lindbrook Capital held 2,270 shares of WisdomTree India Earnings Fund ETF worth $99.2K as of Q1 2025.
  • Lindbrook Capital left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2025.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #683 holding.
  • Lindbrook Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and has held it in 6 quarters since.
  • Lindbrook Capital's WisdomTree India Earnings Fund ETF position peaked at $115K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.