Tyler-Stone Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Tyler-Stone 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 Q2	$344K	Buy	7,251 +522	+8%	+$23.7K	0.06%	242
2025 Q1	$294K	Buy	6,729 +976	+17%	+$41.9K	0.05%	261
2024 Q4	$260K	Buy	5,753 +97	+2%	+$4.6K	0.05%	276
2024 Q3	$285K	Buy	5,656 +1,983	+54%	+$97.8K	0.05%	255
2024 Q2	$177K	Buy	3,673 +1,158	+46%	+$52.8K	0.07%	204
2024 Q1	$110K	Buy	2,515 +532	+27%	+$22.9K	0.05%	260
2023 Q4	$81.3K	Buy	1,983 +500	+34%	+$18.9K	0.04%	289
2023 Q3	$55K	Buy	1,483 +512	+53%	+$18.5K	0.03%	330
2023 Q2	$34K	Buy	+971	New	+$32.2K	0.02%	395

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

Tyler-Stone Wealth Management's EPI Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 7.8% in Q2 2025, buying an estimated $23.7K and bringing the position to 7,251 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #242.

Tyler-Stone Wealth Management first reported a position in EPI in Q2 2023 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

Tyler-Stone Wealth Management held 7,251 shares of WisdomTree India Earnings Fund ETF worth $344K as of Q2 2025.
Tyler-Stone Wealth Management bought 522 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $23.7K.
WisdomTree India Earnings Fund ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #242 holding.
Tyler-Stone Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and has held it in 9 quarters since.
293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.