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Wiser Advisor Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wiser Advisor Group’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
2024
Q4 		– Sell
-25
Closed -$1.26K – 270
2024
Q3 		$1.26K Hold
25
– – ﹤0.01% 251
2024
Q2 		$1.21K Hold
25
– – ﹤0.01% 278
2024
Q1 		$1.09K Buy
+25
New +$1.07K ﹤0.01% 283

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 $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wiser Advisor Group's EPI Position: Q4 2024 in Review

Wiser Advisor Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 25 shares — an estimated $1.26K sold.

Wiser Advisor Group first reported a position in EPI in Q1 2024 and held it in 3 quarters. The position peaked at $1.26K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Wiser Advisor Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 25 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $1.26K.
  • Wiser Advisor Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 3 quarters.
  • Wiser Advisor Group's WisdomTree India Earnings Fund ETF position peaked at $1.26K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Wiser Advisor Group's 13F filing for Q4 2024, filed 5 Feb 2025.