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Smith, Moore & Co’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Smith, Moore & Co’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
-4,593
Closed -$218K – 530
2025
Q2 		$218K Sell
4,593
-1,656
-27% -$75.1K 0.02% 469
2025
Q1 		$273K Buy
+6,249
New +$268K 0.03% 392

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 $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith, Moore & Co's EPI Position: Q3 2025 in Review

Smith, Moore & Co sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 4,593 shares — an estimated $218K sold.

Smith, Moore & Co first reported a position in EPI in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q1 2025. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Smith, Moore & Co reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 4,593 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $218K.
  • Smith, Moore & Co first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and held it in 2 quarters.
  • Smith, Moore & Co's WisdomTree India Earnings Fund ETF position peaked at $273K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Smith, Moore & Co's 13F filing for Q3 2025, filed 12 Nov 2025.