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Patriot Financial Group Insurance Agency’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-51,882
Closed -$2.46M – 519
2025
Q2 		$2.46M Sell
51,882
-2,383
-4% -$108K 0.28% 91
2025
Q1 		$2.37M Sell
54,265
-4,184
-7% -$179K 0.32% 77
2024
Q4 		$2.65M Buy
+58,449
New +$2.77M 0.35% 65
2022
Q3 		– Sell
-67
Closed -$2K – 858
2022
Q2 		$2K Hold
67
– – ﹤0.01% 1743
2022
Q1 		$2K Hold
67
– – ﹤0.01% 1839
2021
Q4 		$2K Sell
67
-200
-75% -$7.48K ﹤0.01% 1930
2021
Q3 		$10K Hold
267
– – ﹤0.01% 1470
2021
Q2 		$9K Hold
267
– – ﹤0.01% 1471
2021
Q1 		$8K Hold
267
– – ﹤0.01% 1420
2020
Q4 		$8K Buy
267
+200
+299% +$5.21K ﹤0.01% 1288
2020
Q3 		$2K Hold
67
– – ﹤0.01% 1444
2020
Q2 		$1K Hold
67
– – ﹤0.01% 1506
2020
Q1 		$1K Hold
67
– – ﹤0.01% 1421
2019
Q4 		$2K Hold
67
– – ﹤0.01% 1109
2019
Q3 		$2K Hold
67
– – ﹤0.01% 1077
2019
Q2 		$2K Hold
67
– – ﹤0.01% 1098
2019
Q1 		$2K Hold
67
– – ﹤0.01% 998
2018
Q4 		$2K Hold
67
– – ﹤0.01% 822
2018
Q3 		$2K Buy
67
+39
+139% +$1.01K ﹤0.01% 846
2018
Q2 		$2K Sell
28
-40
-59% -$1.04K ﹤0.01% 537
2018
Q1 		$2K Buy
+68
New +$1.87K ﹤0.01% 863

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 $14.9B AUM 46.8% 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 $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EPI Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 51,882 shares — an estimated $2.46M sold.

Patriot Financial Group Insurance Agency first reported a position in EPI in Q1 2018 and held it in 21 quarters. The position peaked at $2.65M in Q4 2024. 269 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 51,882 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $2.46M.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree India Earnings Fund ETF position peaked at $2.65M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.