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Principal Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Principal Securities’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
Q4 		– Sell
-408
Closed -$18K – 1976
2025
Q3 		$18K Sell
408
-443
-52% -$20.1K ﹤0.01% 2450
2025
Q2 		$40.4K Sell
851
-10,476
-92% -$475K ﹤0.01% 1979
2025
Q1 		$513K Hold
11,327
– – 0.01% 765
2024
Q4 		$513K Buy
11,327
+2,639
+30% +$125K 0.01% 762
2024
Q3 		$438K Sell
8,688
-3,234
-27% -$159K 0.01% 803
2024
Q2 		$576K Buy
11,922
+76
+0.6% +$3.46K 0.02% 654
2024
Q1 		$516K Buy
11,846
+11,062
+1,411% +$475K 0.02% 652
2023
Q4 		$32.1K Buy
+784
New +$29.7K ﹤0.01% 1683

Other funds holding EPI

Morgan Stanley
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return

Principal Securities's EPI Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 408 shares — an estimated $18K sold.

Principal Securities first reported a position in EPI in Q4 2023 and held it in 8 quarters. The position peaked at $576K in Q2 2024. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 408 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $18K.
  • Principal Securities first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WisdomTree India Earnings Fund ETF position peaked at $576K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.