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Siligmueller & Norvid Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Siligmueller & Norvid 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
-5,340
Closed -$242K – 95
2024
Q4 		$242K Buy
+5,340
New +$253K 0.1% 86

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's EPI Position: Q1 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 5,340 shares — an estimated $242K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in EPI in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 5,340 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $242K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and held it in 1 quarter.
  • Siligmueller & Norvid Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $242K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.