AssetMark Inc
EPI icon

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
Q3 		$224K Buy
5,507
+560
+11% +$23.8K ﹤0.01% 1439
2026
Q2 		$212K Sell
4,947
-233
-4% -$9.9K ﹤0.01% 1426
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

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

AssetMark Inc's EPI Position: Q3 2026 in Review

AssetMark Inc increased its WisdomTree India Earnings Fund ETF (EPI) stake by 11% in Q3 2026, buying an estimated $23.8K and bringing the position to 5,507 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

AssetMark Inc first reported a position in EPI in Q3 2016 and has held it in 14 quarters since. The position peaked at $95.2M in Q1 2024. 70 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • AssetMark Inc held 5,507 shares of WisdomTree India Earnings Fund ETF worth $224K as of Q3 2026.
  • AssetMark Inc bought 560 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $23.8K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1439 holding.
  • AssetMark Inc first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and has held it in 14 quarters since.
  • AssetMark Inc's WisdomTree India Earnings Fund ETF position peaked at $95.2M in Q1 2024.
  • 70 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.