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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Sell	51,755 -86,000	-62%	-$3.8M	0.6%	22
2025 Q4	$6.38M	Buy	137,755 +7,400	+6%	+$339K	1.93%	20
2025 Q3	$5.76M	Buy	130,355 +950	+0.7%	+$43.1K	1.75%	22
2025 Q2	$6.14M	Buy	129,405 +400	+0.3%	+$18.1K	2.07%	19
2025 Q1	$5.64M	Buy	129,005 +1,300	+1%	+$55.7K	2.29%	20
2024 Q4	$5.78M	Hold	127,705	–	–	2.18%	20
2024 Q3	$6.44M	Sell	127,705 -700	-0.5%	-$34.5K	2.42%	19
2024 Q2	$6.2M	Hold	128,405	–	–	2.42%	18
2024 Q1	$5.59M	Buy	128,405 +300	+0.2%	+$12.9K	2.3%	20
2023 Q4	$5.25M	Buy	128,105 +36,450	+40%	+$1.38M	2.52%	20
2023 Q3	$3.37M	Sell	91,655 -1,150	-1%	-$41.6K	1.91%	21
2023 Q2	$3.23M	Buy	92,805 +3,600	+4%	+$119K	1.68%	22
2023 Q1	$2.81M	Buy	89,205 +8,300	+10%	+$267K	1.61%	23
2022 Q4	$2.64M	Hold	80,905	–	–	1.63%	24
2022 Q3	$2.47M	Sell	80,905 -75	-0.1%	-$2.38K	1.61%	25
2022 Q2	$2.4M	Sell	80,980 -300	-0.4%	-$10.2K	1.49%	25
2022 Q1	$2.93M	Buy	81,280 +1,000	+1%	+$36.3K	1.52%	25
2021 Q4	$2.93M	Buy	+80,280	New	+$3M	1.44%	24