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Money Design’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Money Design’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
Q2 		$35.8M Buy
753,862
+51,997
+7% +$2.36M 1.67% 15
2025
Q1 		$30.7M Buy
701,865
+59,594
+9% +$2.56M 1.53% 16
2024
Q4 		$29M Buy
642,271
+243,798
+61% +$11.6M 1.49% 17
2024
Q3 		$20.1M Buy
+398,473
New +$19.6M 1% 25
2024
Q2 		– Sell
-420,485
Closed -$18.3M – 76
2024
Q1 		$18.3M Buy
+420,485
New +$18.1M 1% 27
2023
Q4 		– Sell
-473,471
Closed -$17.4M – 79
2023
Q3 		$17.4M Sell
473,471
-90,719
-16% -$3.28M 1.06% 28
2023
Q2 		$19.6M Buy
564,190
+16,216
+3% +$537K 1.16% 26
2023
Q1 		$17.3M Buy
547,974
+31,575
+6% +$1.02M 1.02% 30
2022
Q4 		$16.8M Sell
516,399
-61,439
-11% -$1.99M 1.05% 32
2022
Q3 		$17.6M Buy
577,838
+63,056
+12% +$2M 1.25% 27
2022
Q2 		$15.3M Buy
514,782
+15,273
+3% +$520K 1.14% 26
2022
Q1 		$18M Buy
499,509
+22,555
+5% +$819K 1.22% 29
2021
Q4 		$17.4M Sell
476,954
-321,108
-40% -$12M 1.18% 32
2021
Q3 		$29.8M Buy
798,062
+152,474
+24% +$5.42M 2.47% 15
2021
Q2 		$21.9M Sell
645,588
-140,717
-18% -$4.59M 2.26% 21
2021
Q1 		$24.8M Sell
786,305
-39,640
-5% -$1.23M 2.89% 12
2020
Q4 		$24M Buy
825,945
+221,962
+37% +$5.79M 2.75% 14
2020
Q3 		$14.3M Buy
603,983
+63,970
+12% +$1.45M 1.71% 24
2020
Q2 		$10.8M Sell
540,013
-204,669
-27% -$3.73M 1.54% 24
2020
Q1 		$12.1M Buy
744,682
+158,843
+27% +$3.54M 2.13% 18
2019
Q4 		$14.5M Buy
585,839
+46,913
+9% +$1.14M 2.57% 14
2019
Q3 		$12.9M Buy
538,926
+142,865
+36% +$3.43M 2.7% 13
2019
Q2 		$10.3M Sell
396,061
-112,722
-22% -$2.92M 2.46% 13
2019
Q1 		$13.4M Buy
508,783
+13,403
+3% +$329K 3.56% 11
2018
Q4 		$12.3M Buy
495,380
+92,290
+23% +$2.16M 3.9% 11
2018
Q3 		$9.72M Buy
403,090
+72,623
+22% +$1.89M 3.1% 16
2018
Q2 		$8.32M Buy
+330,467
New +$8.59M 3.03% 14

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 $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Money Design's EPI Position: Q2 2025 in Review

Money Design increased its WisdomTree India Earnings Fund ETF (EPI) stake by 7.4% in Q2 2025, buying an estimated $2.36M and bringing the position to 753,862 shares worth $35.8M. The position accounts for 1.67% of the portfolio, ranked #15.

Money Design first reported a position in EPI in Q2 2018 and has held it in 27 quarters since. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Money Design held 753,862 shares of WisdomTree India Earnings Fund ETF worth $35.8M as of Q2 2025.
  • Money Design bought 51,997 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $2.36M.
  • WisdomTree India Earnings Fund ETF made up 1.67% of Money Design's portfolio in Q2 2025, its #15 holding.
  • Money Design first reported a position in WisdomTree India Earnings Fund ETF in Q2 2018 and has held it in 27 quarters since.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.