Advisory Services Network’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$86.1K Buy
+2,111
New +$93.3K ﹤0.01% 2301
2025
Q4
Sell
-1,088
Closed -$48.1K 2536
2025
Q3
$48.1K Buy
+1,088
New +$49.4K ﹤0.01% 2486
2025
Q1
Sell
-28,976
Closed -$1.31M 1654
2024
Q4
$1.31M Sell
28,976
-24,307
-46% -$1.15M 0.02% 630
2024
Q3
$2.57M Hold
53,283
0.05% 391
2024
Q2
$2.57M Buy
53,283
+9,073
+21% +$414K 0.05% 391
2024
Q1
$1.93M Buy
44,210
+22,922
+108% +$985K 0.04% 462
2023
Q4
$873K Sell
21,288
-23
-0.1% -$872 0.02% 686
2023
Q3
$783K Buy
+21,311
New +$771K 0.02% 725
2023
Q2
Sell
-807
Closed -$25.5K 2089
2023
Q1
$25.5K Hold
807
﹤0.01% 2399
2022
Q4
$26.3K Buy
+807
New +$26.1K ﹤0.01% 2317
2022
Q2
Sell
-5,605
Closed -$202K 1407
2022
Q1
$202K Buy
+5,605
New +$203K 0.01% 1331
2021
Q3
Sell
-187
Closed -$6K 1933
2021
Q2
$6K Buy
+187
New +$6.09K ﹤0.01% 2996
2021
Q1
Sell
-187
Closed -$6K 1764
2020
Q4
$6K Buy
187
+68
+57% +$1.77K ﹤0.01% 2637
2020
Q3
$3K Buy
+119
New +$2.7K ﹤0.01% 2937
2020
Q2
Sell
-920
Closed -$15K 1506
2020
Q1
$15K Sell
920
-113
-11% -$2.52K ﹤0.01% 2026
2019
Q4
$26K Buy
1,033
+927
+875% +$22.5K ﹤0.01% 1873
2019
Q3
$3K Hold
106
﹤0.01% 2548
2019
Q2
$3K Buy
+106
New +$2.75K ﹤0.01% 2546
2018
Q4
Sell
-360
Closed -$9K 2561
2018
Q3
$9K Sell
360
-425
-54% -$11.1K ﹤0.01% 1845
2018
Q2
$21K Sell
785
-16,628
-95% -$432K ﹤0.01% 1526
2018
Q1
$457K Buy
17,413
+16,021
+1,151% +$441K 0.04% 534
2017
Q4
$39K Buy
+1,392
New +$37.1K ﹤0.01% 1386
2016
Q1
Sell
-815
Closed -$14.9K 1695
2015
Q4
$16K Buy
815
+1
+0.1% +$20 0.01% 842
2015
Q3
$16K Buy
814
+3
+0.4% +$62 ﹤0.01% 791
2015
Q2
$18K Buy
811
+1
+0.1% +$22 0.01% 758
2015
Q1
$19K Buy
810
+1
+0.1% +$23 0.01% 699
2014
Q4
$19K Buy
+809
New +$18.2K 0.01% 597
2014
Q1
Sell
-806
Closed -$14K 377
2013
Q4
$14K Buy
+806
New +$13.4K 0.01% 531

Other funds holding EPI

Advisory Services Network's EPI Position: Q1 2026 in Review

Advisory Services Network opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2026: 2,111 shares worth $86.1K. The stake represents ﹤0.01% of the portfolio and ranks #2301 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in EPI as recently as Q3 2025.

Advisory Services Network first reported a position in EPI in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.57M in Q3 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Advisory Services Network held 2,111 shares of WisdomTree India Earnings Fund ETF worth $86.1K as of Q1 2026.
  • WisdomTree India Earnings Fund ETF was a new Advisory Services Network position in Q1 2026.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2301 holding.
  • Advisory Services Network first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and has held it in 28 quarters since.
  • Advisory Services Network's WisdomTree India Earnings Fund ETF position peaked at $2.57M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.