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Parkside Financial Bank & Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-539
Closed -$23.6K – 2826
2025
Q1 		$23.6K Hold
539
– – ﹤0.01% 1099
2024
Q4 		$24.4K Hold
539
– – ﹤0.01% 1029
2024
Q3 		$27.2K Buy
+539
New +$26.6K ﹤0.01% 978

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Parkside Financial Bank & Trust's EPI Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 539 shares — an estimated $23.6K sold.

Parkside Financial Bank & Trust first reported a position in EPI in Q3 2024 and held it in 3 quarters. The position peaked at $27.2K in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 539 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $23.6K.
  • Parkside Financial Bank & Trust first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's WisdomTree India Earnings Fund ETF position peaked at $27.2K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.