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 New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Members Advisory Group's EPI Position: Q4 2025 in Review

Members Advisory Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 125,056 shares — an estimated $5.53M sold.

Members Advisory Group first reported a position in EPI in Q2 2024 and held it in 6 quarters. The position peaked at $6.61M in Q2 2025. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Members Advisory Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Members Advisory Group sold 125,056 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $5.53M.
Members Advisory Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 6 quarters.
Members Advisory Group's WisdomTree India Earnings Fund ETF position peaked at $6.61M in Q2 2025.
292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.