Y-Intercept (HK)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-16,256	Closed	-$772K	–	1693
2025 Q2	$772K	Buy	+16,256	New	+$738K	0.02%	1056
2024 Q4	–	Sell	-16,974	Closed	-$857K	–	1307
2024 Q3	$857K	Buy	+16,974	New	+$837K	0.05%	514

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

Jane Street New York $777B AUM 61.18% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Y-Intercept (HK)'s EPI Position: Q3 2025 in Review

Y-Intercept (HK) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 16,256 shares — an estimated $772K sold.

Y-Intercept (HK) first reported a position in EPI in Q3 2024 and held it in 2 quarters. The position peaked at $857K in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

Y-Intercept (HK) reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
Y-Intercept (HK) sold 16,256 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $772K.
Y-Intercept (HK) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 2 quarters.
Y-Intercept (HK)'s WisdomTree India Earnings Fund ETF position peaked at $857K in Q3 2024.
268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.