AssetMark Inc
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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
2025
Q2 		$233K Sell
2025
Q1 		$269K Sell
2024
Q4 		$34.9M Sell
2024
Q3 		$58.3M Sell
2024
Q2 		$57.8M Sell
2024
Q1 		$95.2M Buy
2023
Q4 		$61.3M Buy
2023
Q3 		$404 Buy
2016
Q4 		– Sell
2016
Q3 		$2K Buy