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MFG
Merit Financial Group’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
Merit Financial 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
2026
Q1
$2.26M
Sell
55,370
-9,248
-14%
-$409K
0.02%
623
2025
Q4
$2.99M
Buy
64,618
+58,419
+942%
+$2.68M
0.02%
503
2025
Q3
$274K
Sell
6,199
-15,813
-72%
-$718K
﹤0.01%
1509
2025
Q2
$1.04M
Buy
22,012
+703
+3%
+$31.9K
0.01%
769
2025
Q1
$931K
Sell
21,309
-3,455
-14%
-$148K
0.01%
677
2024
Q4
$1.12M
Buy
24,764
+162
+0.7%
+$7.68K
0.02%
479
2024
Q3
$1.24M
Buy
24,602
+106
+0.4%
+$5.23K
0.03%
366
2024
Q2
$1.18M
Sell
24,496
-58
-0.2%
-$2.65K
0.03%
368
2024
Q1
$1.12M
Buy
24,554
+6,362
+35%
+$273K
0.03%
373
2023
Q4
$746K
Buy
+18,192
New
+$689K
0.02%
389
2023
Q1
–
Sell
-9,270
Closed
-$302K
–
660
2022
Q4
$302K
Buy
+9,270
New
+$300K
0.01%
540
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
KHLMVGHM
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Tel Aviv, Israel
$1.53B AUM
20.88%
1-Year Est. Return
OMC
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Chicago, Illinois
$4.22B AUM
14.68%
1-Year Est. Return
MMA
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Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
CCA
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Huntington, New York
$5.37B AUM
18.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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