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NBC Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

NBC Securities’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 		$598K Sell
14,645
-1,663
-10% -$73.5K 0.04% 431
2025
Q4 		$755K Buy
16,308
+1,801
+12% +$82.5K 0.06% 352
2025
Q3 		$641K Buy
14,507
+1,494
+11% +$67.8K 0.05% 409
2025
Q2 		$617K Buy
13,013
+258
+2% +$11.7K 0.05% 411
2025
Q1 		$557K Buy
12,755
+12,754
+1,275,400% +$547K 0.05% 410
2024
Q4 		$73 Sell
1
-1,782
-100% -$84.5K 0.01% 979
2024
Q3 		$89K Buy
1,783
+620
+53% +$30.6K 0.01% 1018
2024
Q2 		$56K Hold
1,163
– – 0.01% 1104
2024
Q1 		$51K Sell
1,163
-100
-8% -$4.3K ﹤0.01% 1131
2023
Q4 		$51K Buy
1,263
+265
+27% +$10K 0.01% 1120
2023
Q3 		$36K Buy
+998
New +$36.1K ﹤0.01% 1229

Other funds holding EPI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return