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

Sequoia Financial 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 Q3	–	Sell	-4,772	Closed	-$227K	–	1761
2025 Q2	$227K	Hold	4,772	–	–	﹤0.01%	1425
2025 Q1	$209K	Sell	4,772 -650	-12%	-$27.9K	﹤0.01%	1247
2024 Q4	$245K	Buy	5,422 +761	+16%	+$36.1K	﹤0.01%	1119
2024 Q3	$235K	Hold	4,661	–	–	﹤0.01%	1095
2024 Q2	$225K	Hold	4,661	–	–	﹤0.01%	1038
2024 Q1	$203K	Buy	+4,661	New	+$200K	﹤0.01%	1062
2016 Q2	–	Sell	-13,234	Closed	-$258K	–	261
2016 Q1	$258K	Buy	+13,234	New	+$241K	0.08%	153

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 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

Jane Street New York $777B AUM 61.18% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Financial Advisors's EPI Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 4,772 shares — an estimated $227K sold.

Sequoia Financial Advisors first reported a position in EPI in Q1 2016 and held it in 7 quarters. The position peaked at $258K in Q1 2016. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Sequoia Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 4,772 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $227K.
Sequoia Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2016 and held it in 7 quarters.
Sequoia Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $258K in Q1 2016.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.