Per Stirling Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Per Stirling Capital Management’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 Q1	–	Sell	-10,398	Closed	-$471K	–	264
2024 Q4	$471K	Sell	10,398 -44,710	-81%	-$2.12M	0.07%	169
2024 Q3	$2.78M	Buy	55,108 +44,460	+418%	+$2.19M	0.39%	66
2024 Q2	$514K	Buy	10,648 +794	+8%	+$36.2K	0.08%	153
2024 Q1	$429K	Sell	9,854 -10,049	-50%	-$432K	0.07%	156
2023 Q4	$816K	Buy	19,903 +7,358	+59%	+$279K	0.15%	94
2023 Q3	$461K	Buy	+12,545	New	+$454K	0.1%	130

Other funds holding EPI

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIFH

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Per Stirling Capital Management's EPI Position: Q1 2025 in Review

Per Stirling Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 10,398 shares — an estimated $471K sold.

Per Stirling Capital Management first reported a position in EPI in Q3 2023 and held it in 6 quarters. The position peaked at $2.78M in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

Per Stirling Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
Per Stirling Capital Management sold 10,398 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $471K.
Per Stirling Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and held it in 6 quarters.
Per Stirling Capital Management's WisdomTree India Earnings Fund ETF position peaked at $2.78M in Q3 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Per Stirling Capital Management's 13F filing for Q1 2025, filed 14 May 2025.