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

Peak Planning 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
Q3 		– Sell
-12,190
Closed -$579K – 97
2025
Q2 		$579K Buy
12,190
+3,830
+46% +$174K 0.37% 38
2025
Q1 		$365K Sell
8,360
-11,573
-58% -$496K 0.15% 79
2024
Q4 		$902K Sell
19,933
-11
-0.1% -$522 0.38% 48
2024
Q3 		$1.01M Buy
19,944
+6,278
+46% +$310K 0.44% 45
2024
Q2 		$660K Buy
13,666
+8,901
+187% +$406K 0.32% 57
2024
Q1 		$208K Buy
+4,765
New +$205K 0.13% 75

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
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 $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Planning Group's EPI Position: Q3 2025 in Review

Peak Planning Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 12,190 shares — an estimated $579K sold.

Peak Planning Group first reported a position in EPI in Q1 2024 and held it in 6 quarters. The position peaked at $1.01M in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Peak Planning Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Planning Group sold 12,190 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $579K.
  • Peak Planning Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 6 quarters.
  • Peak Planning Group's WisdomTree India Earnings Fund ETF position peaked at $1.01M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Peak Planning Group's 13F filing for Q3 2025, filed 26 May 2026.