Patten Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Patten Group’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	-7,381	Closed	-$323K	–	254
2025 Q1	$323K	Sell	7,381 -5,073	-41%	-$218K	0.07%	219
2024 Q4	$564K	Sell	12,454 -1,296	-9%	-$61.5K	0.12%	171
2024 Q3	$694K	Buy	13,750 +1,705	+14%	+$84.1K	0.15%	156
2024 Q2	$582K	Buy	12,045 +1,901	+19%	+$86.7K	0.14%	157
2024 Q1	$442K	Buy	10,144 +2,138	+27%	+$91.9K	0.11%	170
2023 Q4	$328K	Buy	+8,006	New	+$303K	0.09%	191

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $2.44B AUM 24.95% 1-Year Est. Return

Patten Group's EPI Position: Q2 2025 in Review

Patten Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 7,381 shares — an estimated $323K sold.

Patten Group first reported a position in EPI in Q4 2023 and held it in 6 quarters. The position peaked at $694K in Q3 2024. 295 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Patten Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
Patten Group sold 7,381 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $323K.
Patten Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 6 quarters.
Patten Group's WisdomTree India Earnings Fund ETF position peaked at $694K in Q3 2024.
295 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Patten Group's 13F filing for Q2 2025, filed 30 Jul 2025.