Pachira Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pachira Investments’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	$288K	Sell	7,071 -7,120	-50%	-$315K	0.13%	65
2025 Q4	$657K	Sell	14,191 -1,360	-9%	-$62.3K	0.32%	46
2025 Q3	$687K	Sell	15,551 -6,966	-31%	-$316K	0.39%	43
2025 Q2	$1.07M	Buy	22,517 +122	+0.5%	+$5.54K	0.81%	25
2025 Q1	$974K	Sell	22,395 -6,480	-22%	-$278K	0.68%	26
2024 Q4	$1.3M	Sell	28,875 -779	-3%	-$36.9K	0.8%	24
2024 Q3	$1.5M	Buy	29,654 +9,244	+45%	+$456K	1.15%	17
2024 Q2	$985K	Buy	20,410 +2,207	+12%	+$101K	0.87%	19
2024 Q1	$793K	Buy	18,203 +13,131	+259%	+$564K	0.65%	21
2023 Q4	$208K	Buy	+5,072	New	+$192K	0.18%	39

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return