AssetMark Inc’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AssetMark Inc’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
2026 Q1	$211K	Sell	5,180 -132	-2%	-$5.84K	﹤0.01%	1342
2025 Q4	$246K	Sell	5,312 -626	-11%	-$28.7K	﹤0.01%	1252
2025 Q3	$262K	Buy	5,938 +1,034	+21%	+$46.9K	﹤0.01%	1207
2025 Q2	$233K	Sell	4,904 -1,251	-20%	-$56.8K	﹤0.01%	1183
2025 Q1	$269K	Sell	6,155 -765,386	-99%	-$32.8M	﹤0.01%	1082
2024 Q4	$34.9M	Sell	771,541 -384,730	-33%	-$18.2M	0.09%	175
2024 Q3	$58.3M	Sell	1,156,271 -41,719	-3%	-$2.06M	0.17%	118
2024 Q2	$57.8M	Sell	1,197,990 -986,928	-45%	-$45M	0.18%	111
2024 Q1	$95.2M	Buy	2,184,918 +689,493	+46%	+$29.6M	0.31%	70
2023 Q4	$61.3M	Buy	1,495,425 +1,495,414	+13,594,673%	+$56.7M	0.22%	99
2023 Q3	$404	Buy	+11	New	+$398	﹤0.01%	1589
2016 Q4	–	Sell	-77	Closed	-$2K	–	1282
2016 Q3	$2K	Buy	+77	New	+$1.65K	﹤0.01%	1119

Other funds holding EPI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

AssetMark Inc's EPI Position: Q1 2026 in Review

AssetMark Inc reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 2.5% in Q1 2026, selling an estimated $5.84K and leaving 5,180 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

AssetMark Inc first reported a position in EPI in Q3 2016 and has held it in 12 quarters since. The position peaked at $95.2M in Q1 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

AssetMark Inc held 5,180 shares of WisdomTree India Earnings Fund ETF worth $211K as of Q1 2026.
AssetMark Inc sold 132 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $5.84K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1342 holding.
AssetMark Inc first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and has held it in 12 quarters since.
AssetMark Inc's WisdomTree India Earnings Fund ETF position peaked at $95.2M in Q1 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.