RAM
EPI icon

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
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 $16.5B AUM 68.34% 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 $376B 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return