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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

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

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