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PSI Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

PSI Advisors’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
-125
Closed -$5.46K – 265
2025
Q1 		$5.46K Hold
125
– – ﹤0.01% 522
2024
Q4 		$5.66K Hold
125
– – ﹤0.01% 613
2024
Q3 		$6.31K Hold
125
– – ﹤0.01% 621
2024
Q2 		$6.04K Hold
125
– – ﹤0.01% 604
2024
Q1 		$5.45K Hold
125
– – ﹤0.01% 580
2023
Q4 		$5.13K Buy
+125
New +$4.74K ﹤0.01% 625

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

PSI Advisors's EPI Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 125 shares — an estimated $5.46K sold.

PSI Advisors first reported a position in EPI in Q4 2023 and held it in 6 quarters. The position peaked at $6.31K in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 125 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $5.46K.
  • PSI Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 6 quarters.
  • PSI Advisors's WisdomTree India Earnings Fund ETF position peaked at $6.31K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.