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

Redhawk Wealth 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 Q1	–	Sell	-6,589	Closed	-$298K	–	309
2024 Q4	$298K	Sell	6,589 -108,448	-94%	-$5.14M	0.04%	231
2024 Q3	$5.8M	Buy	115,037 +6,218	+6%	+$307K	0.83%	32
2024 Q2	$5.25M	Buy	108,819 +101,857	+1,463%	+$4.64M	0.8%	32
2024 Q1	$303K	Sell	6,962 -37,570	-84%	-$1.61M	0.05%	247
2023 Q4	$1.83M	Sell	44,532 -50,568	-53%	-$1.92M	0.36%	67
2023 Q3	$3.5M	Buy	95,100 +64,387	+210%	+$2.33M	1.16%	20
2023 Q2	$1.07M	Buy	+30,713	New	+$1.02M	0.33%	67
2021 Q4	–	Sell	-135,609	Closed	-$5.07M	–	232
2021 Q3	$5.07M	Buy	+135,609	New	+$4.82M	1.4%	18

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

Redhawk Wealth Advisors's EPI Position: Q1 2025 in Review

Redhawk Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 6,589 shares — an estimated $298K sold.

Redhawk Wealth Advisors first reported a position in EPI in Q3 2021 and held it in 8 quarters. The position peaked at $5.8M in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

Redhawk Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
Redhawk Wealth Advisors sold 6,589 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $298K.
Redhawk Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2021 and held it in 8 quarters.
Redhawk Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $5.8M in Q3 2024.
296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.