Ramirez Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ramirez Asset 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 Q4	–	Sell	-3,200	Closed	-$141K	–	389
2025 Q3	$141K	Hold	3,200	–	–	0.02%	220
2025 Q2	$152K	Sell	3,200 -50	-2%	-$2.27K	0.02%	214
2025 Q1	$142K	Hold	3,250	–	–	0.03%	220
2024 Q4	$147K	Hold	3,250	–	–	0.03%	227
2024 Q3	$164K	Hold	3,250	–	–	0.03%	216
2024 Q2	$157K	Hold	3,250	–	–	0.03%	221
2024 Q1	$142K	Buy	+3,250	New	+$140K	0.03%	229

Other funds holding EPI

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

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ramirez Asset Management's EPI Position: Q4 2025 in Review

Ramirez Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 3,200 shares — an estimated $141K sold.

Ramirez Asset Management first reported a position in EPI in Q1 2024 and held it in 7 quarters. The position peaked at $164K in Q3 2024. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Ramirez Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Ramirez Asset Management sold 3,200 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $141K.
Ramirez Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 7 quarters.
Ramirez Asset Management's WisdomTree India Earnings Fund ETF position peaked at $164K in Q3 2024.
292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Ramirez Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.