WANY
EPI icon

Wealthspire Advisors (New York)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealthspire Advisors (New York)’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
-662
Closed -$29.3K – 1582
2025
Q3 		$29.3K Buy
+662
New +$30K ﹤0.01% 1476

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s EPI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 662 shares — an estimated $29.3K sold.

Wealthspire Advisors (New York) first reported a position in EPI in Q3 2025 and held it in 1 quarter. The position peaked at $29.3K in Q3 2025. 290 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 662 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $29.3K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree India Earnings Fund ETF position peaked at $29.3K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.