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Trajan Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Trajan Wealth’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
2026
Q1 		$15.3M Buy
374,884
+23,676
+7% +$1.05M 0.62% 46
2025
Q4 		$16.3M Buy
351,208
+2,572
+0.7% +$118K 0.68% 42
2025
Q3 		$15.4M Sell
348,636
-2,642
-0.8% -$120K 0.67% 42
2025
Q2 		$16.7M Buy
351,278
+87,467
+33% +$3.97M 0.82% 37
2025
Q1 		$11.5M Buy
263,811
+14,562
+6% +$624K 0.63% 45
2024
Q4 		$11.3M Buy
249,249
+20,008
+9% +$949K 0.62% 46
2024
Q3 		$11.6M Sell
229,241
-16,780
-7% -$827K 0.68% 39
2024
Q2 		$11.9M Sell
246,021
-8,328
-3% -$380K 0.76% 38
2024
Q1 		$11.1M Buy
+254,349
New +$10.9M 0.75% 36

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return