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 New York $1.89T AUM 35.08% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 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. 295 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.
295 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.