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Strait & Sound Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Strait & Sound Wealth 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
Q1 		– Sell
-15,614
Closed -$707K – 148
2024
Q4 		$707K Buy
15,614
+3,635
+30% +$172K 0.33% 63
2024
Q3 		$604K Buy
11,979
+3,727
+45% +$184K 0.29% 61
2024
Q2 		$398K Buy
+8,252
New +$376K 0.2% 83

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

Strait & Sound Wealth Management's EPI Position: Q1 2025 in Review

Strait & Sound Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 15,614 shares — an estimated $707K sold.

Strait & Sound Wealth Management first reported a position in EPI in Q2 2024 and held it in 3 quarters. The position peaked at $707K in Q4 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Strait & Sound Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 15,614 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $707K.
  • Strait & Sound Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 3 quarters.
  • Strait & Sound Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $707K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.