MAG
EPI icon

Members Advisory Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Members Advisory Group’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
Q4 		– Sell
-125,056
Closed -$5.53M – 32
2025
Q3 		$5.53M Sell
125,056
-14,145
-10% -$642K 1.96% 18
2025
Q2 		$6.61M Buy
139,201
+1,479
+1% +$67.1K 2.48% 14
2025
Q1 		$6.02M Buy
137,722
+1
+0% +$43 2.52% 12
2024
Q4 		$6.24M Buy
137,721
+90,342
+191% +$4.28M 2.56% 12
2024
Q3 		$2.39M Buy
47,379
+34,004
+254% +$1.68M 1.2% 17
2024
Q2 		$646K Buy
+13,375
New +$610K 0.35% 23

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 $16.5B AUM 68.34% 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 $376B 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return