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Trademark Financial Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Trademark Financial 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
-14,362
Closed -$650K – 90
2024
Q4 		$650K Buy
14,362
+6,408
+81% +$304K 0.52% 40
2024
Q3 		$401K Buy
+7,954
New +$392K 0.32% 60

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

Trademark Financial Management's EPI Position: Q1 2025 in Review

Trademark Financial Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 14,362 shares — an estimated $650K sold.

Trademark Financial Management first reported a position in EPI in Q3 2024 and held it in 2 quarters. The position peaked at $650K in Q4 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Trademark Financial Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Trademark Financial Management sold 14,362 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $650K.
  • Trademark Financial Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 2 quarters.
  • Trademark Financial Management's WisdomTree India Earnings Fund ETF position peaked at $650K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Trademark Financial Management's 13F filing for Q1 2025, filed 25 Apr 2025.