MIFH
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Migdal Insurance & Financial Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Migdal Insurance & Financial Holdings’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
Q2 		– Sell
-36,249
Closed -$1.48M – 385
2026
Q1 		$1.48M Sell
36,249
-2,050,070
-98% -$90.6M 0.01% 124
2025
Q4 		$96.6M Sell
2,086,319
-8,000
-0.4% -$366K 0.83% 29
2025
Q3 		$92.6M Sell
2,094,319
-421,351
-17% -$19.1M 1% 27
2025
Q2 		$119M Sell
2,515,670
-45,549
-2% -$2.07M 1.42% 24
2025
Q1 		$112M Sell
2,561,219
-6,430
-0.3% -$276K 1.57% 21
2024
Q4 		$116M Buy
2,567,649
+1,980,500
+337% +$93.9M 1.67% 18
2024
Q3 		$29.6M Sell
587,149
-875,000
-60% -$43.1M 0.48% 47
2024
Q2 		$70.6M Buy
+1,462,149
New +$66.7M 1.18% 21
2024
Q1 		– Sell
-24,649
Closed -$1.02M – 402
2023
Q4 		$1.02M Buy
24,649
+5,975
+32% +$226K 0.02% 162
2023
Q3 		$686K Buy
18,674
+5,800
+45% +$210K 0.01% 173
2023
Q2 		$444K Buy
12,874
+850
+7% +$28.2K 0.01% 185
2023
Q1 		$377K Buy
12,024
+2,250
+23% +$72.4K 0.01% 201
2022
Q4 		$320K Sell
9,774
-2,774
-22% -$89.9K 0.01% 192
2022
Q3 		$381K Buy
12,548
+12,148
+3,037% +$386K 0.01% 185
2022
Q2 		$12K Sell
400
-7,370
-95% -$251K ﹤0.01% 507
2022
Q1 		$282K Buy
7,770
+4,874
+168% +$177K ﹤0.01% 248
2021
Q4 		$106K Buy
+2,896
New +$108K ﹤0.01% 355
2019
Q4 		– Sell
-1,040
Closed -$25K – 752
2019
Q3 		$25K Sell
1,040
-55,510
-98% -$1.33M ﹤0.01% 641
2019
Q2 		$1.47M Hold
56,550
– – 0.04% 186
2019
Q1 		$1.49M Hold
56,550
– – 0.04% 183
2018
Q4 		$1.4M Sell
56,550
-1,339,576
-96% -$31.3M 0.03% 181
2018
Q3 		$33.7M Hold
1,396,126
– – 0.7% 32
2018
Q2 		$35.1M Buy
1,396,126
+508,183
+57% +$13.2M 0.84% 28
2018
Q1 		$23.3M Buy
887,943
+15,954
+2% +$439K 0.55% 43
2017
Q4 		$24.3M Sell
871,989
-534,498
-38% -$14.3M 0.6% 45
2017
Q3 		$36.3M Sell
1,406,487
-95,715
-6% -$2.49M 0.86% 32
2017
Q2 		$36.8M Sell
1,502,202
-496,798
-25% -$12.3M 0.84% 35
2017
Q1 		$48.2M Sell
1,999,000
-1,586,369
-44% -$35.3M 1.15% 25
2016
Q4 		$72.4M Buy
+3,585,369
New +$74.5M 1.84% 17

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EPI Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 36,249 shares — an estimated $1.48M sold.

Migdal Insurance & Financial Holdings first reported a position in EPI in Q4 2016 and held it in 29 quarters. The position peaked at $119M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Migdal Insurance & Financial Holdings reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 36,249 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $1.48M.
  • Migdal Insurance & Financial Holdings first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 29 quarters.
  • Migdal Insurance & Financial Holdings's WisdomTree India Earnings Fund ETF position peaked at $119M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.