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EPI icon

NewEdge Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

NewEdge Advisors’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 		$735K Sell
18,023
-185
-1% -$8.18K ﹤0.01% 1691
2025
Q4 		$843K Sell
18,208
-1,413
-7% -$64.7K ﹤0.01% 1597
2025
Q3 		$867K Buy
19,621
+2,568
+15% +$117K ﹤0.01% 1476
2025
Q2 		$810K Sell
17,053
-1,159
-6% -$52.6K ﹤0.01% 1409
2025
Q1 		$796K Sell
18,212
-16,693
-48% -$716K ﹤0.01% 1314
2024
Q4 		$1.58M Sell
34,905
-18,962
-35% -$899K 0.01% 938
2024
Q3 		$2.72M Buy
53,867
+2,708
+5% +$134K 0.02% 677
2024
Q2 		$2.47M Buy
51,159
+22,558
+79% +$1.03M 0.02% 665
2024
Q1 		$1.25M Sell
28,601
-7,436
-21% -$319K 0.01% 889
2023
Q4 		$1.48M Sell
36,037
-14,378
-29% -$545K 0.01% 774
2023
Q3 		$1.85M Sell
50,415
-4,014
-7% -$145K 0.02% 623
2023
Q2 		$1.89M Buy
+54,429
New +$1.8M 0.02% 607

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