Arrowstreet Capital
EPI icon

Arrowstreet Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Arrowstreet Capital’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 		– Sell
-11,154
Closed -$488K – 1958
2025
Q1 		$488K Buy
11,154
+2,244
+25% +$96.2K ﹤0.01% 1629
2024
Q4 		$403K Sell
8,910
-300,854
-97% -$14.3M ﹤0.01% 1587
2024
Q3 		$15.6M Buy
309,764
+167,941
+118% +$8.28M 0.01% 611
2024
Q2 		$6.85M Sell
141,823
-232,920
-62% -$10.6M 0.01% 746
2024
Q1 		$16.3M Buy
374,743
+262,501
+234% +$11.3M 0.02% 554
2023
Q4 		$4.6M Sell
112,242
-163,034
-59% -$6.18M ﹤0.01% 773
2023
Q3 		$10.1M Buy
275,276
+246,829
+868% +$8.93M 0.01% 516
2023
Q2 		$990K Buy
+28,447
New +$943K ﹤0.01% 971
2023
Q1 		– Sell
-36,267
Closed -$1.18M – 1396
2022
Q4 		$1.18M Sell
36,267
-19,695
-35% -$638K ﹤0.01% 990
2022
Q3 		$1.71M Buy
+55,962
New +$1.78M ﹤0.01% 880
2022
Q2 		– Sell
-7,029
Closed -$253K – 1280
2022
Q1 		$253K Buy
+7,029
New +$255K ﹤0.01% 1100
2016
Q2 		– Sell
-491,900
Closed -$9.6M – 1381
2016
Q1 		$9.6M Buy
+491,900
New +$8.97M 0.04% 378
2015
Q1 		– Sell
-10,666
Closed -$235K – 1061
2014
Q4 		$235K Sell
10,666
-11,889,956
-100% -$267M ﹤0.01% 1172
2014
Q3 		$261M Buy
11,900,622
+10,980,532
+1,193% +$247M 1.4% 9
2014
Q2 		$20.7M Buy
+920,090
New +$19.2M 0.11% 193
2013
Q4 		– Sell
-85,128
Closed -$1.3M – 1187
2013
Q3 		$1.3M Buy
+85,128
New +$1.32M 0.01% 615

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Arrowstreet Capital's EPI Position: Q2 2025 in Review

Arrowstreet Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 11,154 shares — an estimated $488K sold.

Arrowstreet Capital first reported a position in EPI in Q3 2013 and held it in 16 quarters. The position peaked at $261M in Q3 2014. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Arrowstreet Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Arrowstreet Capital sold 11,154 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $488K.
  • Arrowstreet Capital first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 16 quarters.
  • Arrowstreet Capital's WisdomTree India Earnings Fund ETF position peaked at $261M in Q3 2014.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Arrowstreet Capital's 13F filing for Q2 2025, filed 13 Aug 2025.