M&T Bank
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M&T Bank’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

M&T Bank’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 		– Sell
-6,514
Closed -$295K – 1590
2024
Q4 		$295K Buy
+6,514
New +$309K ﹤0.01% 1391
2016
Q1 		– Sell
-144,148
Closed -$2.86M – 1747
2015
Q4 		$2.86M Buy
144,148
+342
+0.2% +$6.81K 0.02% 451
2015
Q3 		$2.87M Buy
+143,806
New +$2.99M 0.02% 454
2014
Q4 		– Sell
-44,889
Closed -$983K – 2159
2014
Q3 		$983K Buy
+44,889
New +$1.01M 0.01% 895

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 $9.12B AUM 42.07% 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 $5.72T AUM 30.48% 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 $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

M&T Bank's EPI Position: Q1 2025 in Review

M&T Bank sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 6,514 shares — an estimated $295K sold.

M&T Bank first reported a position in EPI in Q3 2014 and held it in 4 quarters. The position peaked at $2.87M in Q3 2015. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • M&T Bank reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 6,514 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $295K.
  • M&T Bank first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 4 quarters.
  • M&T Bank's WisdomTree India Earnings Fund ETF position peaked at $2.87M in Q3 2015.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.