Stratos Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Stratos Investment 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 Q4	–	Sell	-51,414	Closed	-$2.27M	–	359
2025 Q3	$2.27M	Sell	51,414 -4,546	-8%	-$206K	0.09%	124
2025 Q2	$2.66M	Buy	55,960 +16,984	+44%	+$771K	0.12%	115
2025 Q1	$1.7M	Buy	+38,976	New	+$1.67M	0.09%	127

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Investment Management's EPI Position: Q4 2025 in Review

Stratos Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 51,414 shares — an estimated $2.27M sold.

Stratos Investment Management first reported a position in EPI in Q1 2025 and held it in 3 quarters. The position peaked at $2.66M in Q2 2025. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Stratos Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Stratos Investment Management sold 51,414 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $2.27M.
Stratos Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2025 and held it in 3 quarters.
Stratos Investment Management's WisdomTree India Earnings Fund ETF position peaked at $2.66M in Q2 2025.
292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.