Catalyst Capital Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Catalyst Capital Advisors’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	$24M	Buy	587,752 +147,183	+33%	+$6.51M	0.45%	32
2025 Q4	$20.4M	Sell	440,569 -24,073	-5%	-$1.1M	0.42%	33
2025 Q3	$20.5M	Buy	464,642 +31,301	+7%	+$1.42M	0.41%	34
2025 Q2	$20.6M	Sell	433,341 -55,763	-11%	-$2.53M	0.42%	33
2025 Q1	$21.4M	Buy	489,104 +47,630	+11%	+$2.04M	0.44%	32
2024 Q4	$20M	Buy	441,474 +57,106	+15%	+$2.71M	0.43%	34
2024 Q3	$19.4M	Hold	384,368	–	–	0.44%	30
2024 Q2	$18.6M	Sell	384,368 -20,879	-5%	-$952K	0.43%	32
2024 Q1	$17.7M	Buy	405,247 +20,724	+5%	+$890K	0.43%	31
2023 Q4	$15.8M	Sell	384,523 -53,793	-12%	-$2.04M	0.42%	31
2023 Q3	$16.1M	Sell	438,316 -3,613	-0.8%	-$131K	0.45%	31
2023 Q2	$15.4M	Sell	441,929 -7,733	-2%	-$256K	0.45%	26
2023 Q1	$14.2M	Buy	449,662 +52,125	+13%	+$1.68M	0.43%	27
2022 Q4	$13M	Buy	397,537 +24,891	+7%	+$807K	0.42%	30
2022 Q3	$11.4M	Buy	372,646 +45,251	+14%	+$1.44M	0.43%	31
2022 Q2	$9.71M	Buy	327,395 +85,979	+36%	+$2.93M	0.41%	31
2022 Q1	$8.69M	Buy	241,416 +19,483	+9%	+$707K	0.38%	41
2021 Q4	$8.1M	Buy	221,933 +22,059	+11%	+$825K	0.37%	37
2021 Q3	$7.47M	Sell	199,874 -35,874	-15%	-$1.28M	0.38%	36
2021 Q2	$7.98M	Buy	235,748 +24,129	+11%	+$786K	0.4%	35
2021 Q1	$6.67M	Sell	211,619 -25,555	-11%	-$794K	0.37%	40
2020 Q4	$6.93M	Sell	237,174 -82,987	-26%	-$2.16M	0.39%	42
2020 Q3	$7.56M	Sell	320,161 -85,156	-21%	-$1.93M	0.43%	38
2020 Q2	$8.12M	Sell	405,317 -175,523	-30%	-$3.2M	0.42%	34
2020 Q1	$9.41M	Sell	580,840 -6,486	-1%	-$145K	0.47%	26
2019 Q4	$14.6M	Hold	587,326	–	–	0.47%	23
2019 Q3	$14M	Buy	587,326 +59,611	+11%	+$1.43M	0.47%	33
2019 Q2	$13.8M	Buy	527,715 +34,345	+7%	+$891K	0.45%	42
2019 Q1	$13M	Buy	493,370 +14,336	+3%	+$352K	0.45%	45
2018 Q4	$11.9M	Sell	479,034 -41,135	-8%	-$961K	0.44%	37
2018 Q3	$12.5M	Buy	520,169 +20,178	+4%	+$525K	0.41%	49
2018 Q2	$12.6M	Buy	499,991 +48,766	+11%	+$1.27M	0.45%	40
2018 Q1	$11.8M	Buy	451,225 +21,786	+5%	+$599K	0.43%	44
2017 Q4	$12M	Buy	429,439 +95,888	+29%	+$2.56M	0.45%	38
2017 Q3	$8.39M	Hold	333,551	–	–	0.37%	50
2017 Q2	$8.18M	Buy	333,551 +80,245	+32%	+$1.99M	0.35%	48
2017 Q1	$6.11M	Buy	253,306 +61,651	+32%	+$1.37M	0.31%	51
2016 Q4	$3.87M	Buy	191,655 +79,190	+70%	+$1.65M	0.25%	74
2016 Q3	$2.43M	Buy	+112,465	New	+$2.41M	0.27%	89