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ORG Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

ORG Partners’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
Q4 		$16K Hold
345
– – ﹤0.01% 869
2025
Q3 		$15.2K Sell
345
-836
-71% -$37.9K ﹤0.01% 866
2025
Q2 		$56.3K Buy
1,181
+661
+127% +$30K 0.01% 515
2025
Q1 		$22.6K Buy
520
+120
+30% +$5.15K 0.01% 656
2024
Q4 		$18.1K Sell
400
-300
-43% -$14.2K ﹤0.01% 767
2024
Q3 		$35.3K Buy
+700
New +$34.5K 0.01% 585

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's EPI Position: Q4 2025 in Review

ORG Partners held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q4 2025 at 345 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

ORG Partners first reported a position in EPI in Q3 2024 and has held it in 6 quarters since. The position peaked at $56.3K in Q2 2025. 288 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • ORG Partners held 345 shares of WisdomTree India Earnings Fund ETF worth $16K as of Q4 2025.
  • ORG Partners left its WisdomTree India Earnings Fund ETF share count unchanged in Q4 2025.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #869 holding.
  • ORG Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 6 quarters since.
  • ORG Partners's WisdomTree India Earnings Fund ETF position peaked at $56.3K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.