CIBC Private Wealth Group
EPI icon

CIBC Private Wealth Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

CIBC Private Wealth Group’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
Q4 		$22.7M Sell
489,592
-1,381
-0.3% -$63.2K 0.04% 270
2025
Q3 		$21.7M Hold
490,973
– – 0.04% 272
2025
Q2 		$23.3M Hold
490,973
– – 0.04% 266
2025
Q1 		$20.3M Sell
490,973
-3,327
-0.7% -$143K 0.04% 249
2024
Q4 		$22.2M Buy
494,300
+406
+0.1% +$19.3K 0.04% 255
2024
Q3 		$24.9M Buy
493,894
+475,228
+2,546% +$23.4M 0.04% 255
2024
Q2 		$919K Buy
18,666
+108
+0.6% +$4.92K ﹤0.01% 677
2024
Q1 		$811K Sell
18,558
-3,522
-16% -$151K ﹤0.01% 715
2023
Q4 		$905K Buy
22,080
+495
+2% +$18.8K ﹤0.01% 654
2023
Q3 		$793K Sell
21,585
-107
-0.5% -$3.87K ﹤0.01% 651
2023
Q2 		$755K Buy
+21,692
New +$719K ﹤0.01% 633
2023
Q1 		– Sell
-9,185
Closed -$299K – 898
2022
Q4 		$299K Sell
9,185
-1,100
-11% -$35.6K ﹤0.01% 683
2022
Q3 		$314K Hold
10,285
– – ﹤0.01% 779
2022
Q2 		$305K Hold
10,285
– – ﹤0.01% 794
2022
Q1 		$371K Sell
10,285
-200
-2% -$7.26K ﹤0.01% 807
2021
Q4 		$382K Sell
10,485
-50
-0.5% -$1.87K ﹤0.01% 824
2021
Q3 		$393K Sell
10,535
-100
-0.9% -$3.56K ﹤0.01% 766
2021
Q2 		$360K Hold
10,635
– – ﹤0.01% 865
2021
Q1 		$336K Sell
10,635
-650
-6% -$20.2K ﹤0.01% 882
2020
Q4 		$329K Sell
11,285
-140
-1% -$3.65K ﹤0.01% 856
2020
Q3 		$270K Sell
11,425
-2,250
-16% -$51.1K ﹤0.01% 798
2020
Q2 		$274K Sell
13,675
-11,000
-45% -$200K ﹤0.01% 579
2020
Q1 		$400K Sell
24,675
-20,575
-45% -$459K ﹤0.01% 667
2019
Q4 		$1.13M Sell
45,250
-208,650
-82% -$5.06M ﹤0.01% 558
2019
Q3 		$6.05M Sell
253,900
-469,500
-65% -$11.3M 0.02% 327
2019
Q2 		$18.9M Sell
723,400
-17,600
-2% -$457K 0.07% 215
2019
Q1 		$19.5M Buy
741,000
+18,500
+3% +$454K 0.08% 198
2018
Q4 		$17.9M Buy
722,500
+104,050
+17% +$2.43M 0.08% 199
2018
Q3 		$14.9M Sell
618,450
-18,390
-3% -$479K 0.06% 248
2018
Q2 		$16M Buy
636,840
+3,105
+0.5% +$80.7K 0.07% 231
2018
Q1 		$16.6M Sell
633,735
-1,775
-0.3% -$48.8K 0.07% 225
2017
Q4 		$17.7M Sell
635,510
-20,810
-3% -$555K 0.08% 217
2017
Q3 		$16.5M Sell
656,320
-14,500
-2% -$377K 0.08% 220
2017
Q2 		$16.4M Sell
670,820
-38,300
-5% -$950K 0.1% 159
2017
Q1 		$17.1M Sell
709,120
-21,765
-3% -$485K 0.11% 145
2016
Q4 		$14.8M Sell
730,885
-73,085
-9% -$1.52M 0.1% 157
2016
Q3 		$17.4M Sell
803,970
-16,550
-2% -$354K 0.12% 143
2016
Q2 		$16.6M Sell
820,520
-40,730
-5% -$798K 0.12% 149
2016
Q1 		$16.8M Sell
861,250
-79,300
-8% -$1.45M 0.13% 140
2015
Q4 		$18.7M Sell
940,550
-46,300
-5% -$922K 0.15% 139
2015
Q3 		$19.7M Sell
986,850
-5,550
-0.6% -$115K 0.16% 124
2015
Q2 		$21.5M Buy
992,400
+56,078
+6% +$1.23M 0.16% 121
2015
Q1 		$21.3M Buy
936,322
+29,887
+3% +$697K 0.16% 125
2014
Q4 		$20M Buy
906,435
+27,524
+3% +$618K 0.15% 125
2014
Q3 		$19.3M Buy
878,911
+1,306
+0.1% +$29.4K 0.15% 130
2014
Q2 		$19.7M Sell
877,605
-161,650
-16% -$3.37M 0.16% 133
2014
Q1 		$20.1M Buy
+1,039,255
New +$17.7M 0.17% 127

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group's EPI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.28% in Q4 2025, selling an estimated $63.2K and leaving 489,592 shares worth $22.7M. The position accounts for 0.04% of the portfolio, ranked #270.

CIBC Private Wealth Group first reported a position in EPI in Q1 2014 and has held it in 47 quarters since. The position peaked at $24.9M in Q3 2024. 291 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • CIBC Private Wealth Group held 489,592 shares of WisdomTree India Earnings Fund ETF worth $22.7M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,381 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $63.2K.
  • WisdomTree India Earnings Fund ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #270 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and has held it in 47 quarters since.
  • CIBC Private Wealth Group's WisdomTree India Earnings Fund ETF position peaked at $24.9M in Q3 2024.
  • 291 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.