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

OneDigital Investment 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
2025
Q1 		– Sell
-6,040
Closed -$273K – 1429
2024
Q4 		$273K Sell
6,040
-12,629
-68% -$599K ﹤0.01% 1176
2024
Q3 		$942K Sell
18,669
-1,819
-9% -$89.7K 0.01% 677
2024
Q2 		$989K Sell
20,488
-319
-2% -$14.5K 0.01% 628
2024
Q1 		$906K Buy
20,807
+15,089
+264% +$648K 0.01% 539
2023
Q4 		$234K Sell
5,718
-113
-2% -$4.28K ﹤0.01% 998
2023
Q3 		$214K Sell
5,831
-257
-4% -$9.3K ﹤0.01% 917
2023
Q2 		$212K Buy
+6,088
New +$202K ﹤0.01% 940
2023
Q1 		– Sell
-17,853
Closed -$582K – 973
2022
Q4 		$582K Buy
17,853
+276
+2% +$8.94K 0.02% 482
2022
Q3 		$537K Buy
17,577
+419
+2% +$13.3K 0.02% 437
2022
Q2 		$509K Sell
17,158
-77
-0.4% -$2.62K 0.02% 409
2022
Q1 		$621K Buy
+17,235
New +$625K 0.02% 381
2019
Q3 		– Sell
-1,820
Closed -$47K – 727
2019
Q2 		$47K Hold
1,820
– – ﹤0.01% 577
2019
Q1 		$48K Hold
1,820
– – 0.01% 497
2018
Q4 		$45K Buy
+1,820
New +$42.5K 0.01% 481
2018
Q3 		– Sell
-1,820
Closed -$46K – 1079
2018
Q2 		$46K Hold
1,820
– – 0.01% 524
2018
Q1 		$48K Hold
1,820
– – 0.01% 532
2017
Q4 		$51K Buy
+1,820
New +$48.5K 0.01% 501

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OneDigital Investment Advisors's EPI Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 6,040 shares — an estimated $273K sold.

OneDigital Investment Advisors first reported a position in EPI in Q4 2017 and held it in 17 quarters. The position peaked at $989K in Q2 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,040 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $273K.
  • OneDigital Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $989K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.