CIBC World Market’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

CIBC World Market’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	$201K	Buy	4,916 +62	+1%	+$2.74K	﹤0.01%	1400
2025 Q4	$225K	Sell	4,854 -625	-11%	-$28.6K	﹤0.01%	1348
2025 Q3	$242K	Sell	5,479 -17,943	-77%	-$814K	﹤0.01%	1301
2025 Q2	$1.11M	Buy	23,422 +18,154	+345%	+$824K	﹤0.01%	869
2025 Q1	$230K	Buy	5,268 +320	+6%	+$13.7K	﹤0.01%	1239
2024 Q4	$224K	Sell	4,948 -16,901	-77%	-$801K	﹤0.01%	1269
2024 Q3	$1.1M	Buy	21,849 +11,862	+119%	+$585K	﹤0.01%	796
2024 Q2	$482K	Sell	9,987 -96	-1%	-$4.38K	﹤0.01%	972
2024 Q1	$439K	Sell	10,083 -14,062	-58%	-$604K	﹤0.01%	1027
2023 Q4	$990K	Buy	24,145 +15,912	+193%	+$603K	﹤0.01%	762
2023 Q3	$303K	Sell	8,233 -2,170	-21%	-$78.5K	﹤0.01%	1027
2023 Q2	$362K	Sell	10,403 -134	-1%	-$4.44K	﹤0.01%	994
2023 Q1	$332K	Buy	+10,537	New	+$339K	﹤0.01%	1021
2020 Q4	–	Sell	-96,304	Closed	-$2.27M	–	1271
2020 Q3	$2.27M	Buy	96,304 +85,204	+768%	+$1.94M	0.01%	467
2020 Q2	$222K	Sell	11,100 -176,200	-94%	-$3.21M	﹤0.01%	990
2020 Q1	$3.03M	Sell	187,300 -40,900	-18%	-$912K	0.02%	337
2019 Q4	$5.68M	Buy	228,200 +5,200	+2%	+$126K	0.02%	287
2019 Q3	$5.32M	Sell	223,000 -9,500	-4%	-$228K	0.02%	289
2019 Q2	$6.06M	Buy	232,500 +450	+0.2%	+$11.7K	0.03%	257
2019 Q1	$6.11M	Sell	232,050 -1,450	-0.6%	-$35.6K	0.03%	262
2018 Q4	$5.79M	Sell	233,500 -25,400	-10%	-$593K	0.03%	243
2018 Q3	$6.24M	Buy	258,900 +10,000	+4%	+$260K	0.03%	254
2018 Q2	$6.26M	Buy	248,900 +47,000	+23%	+$1.22M	0.03%	250
2018 Q1	$5.29M	Hold	201,900	–	–	0.02%	281
2017 Q4	$5.62M	Buy	201,900 +94,900	+89%	+$2.53M	0.03%	192
2017 Q3	$2.69M	Sell	107,000 -20,400	-16%	-$530K	0.01%	252
2017 Q2	$3.12M	Buy	+127,400	New	+$3.16M	0.01%	367
2015 Q1	–	Sell	-129,612	Closed	-$2.86M	–	844
2014 Q4	$2.86M	Buy	129,612 +21,631	+20%	+$486K	0.01%	259
2014 Q3	$2.37M	Buy	+107,981	New	+$2.43M	0.01%	264

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

CIBC World Market's EPI Position: Q1 2026 in Review

CIBC World Market increased its WisdomTree India Earnings Fund ETF (EPI) stake by 1.3% in Q1 2026, buying an estimated $2.74K and bringing the position to 4,916 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

CIBC World Market first reported a position in EPI in Q3 2014 and has held it in 29 quarters since. The position peaked at $6.26M in Q2 2018. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

CIBC World Market held 4,916 shares of WisdomTree India Earnings Fund ETF worth $201K as of Q1 2026.
CIBC World Market bought 62 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $2.74K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1400 holding.
CIBC World Market first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and has held it in 29 quarters since.
CIBC World Market's WisdomTree India Earnings Fund ETF position peaked at $6.26M in Q2 2018.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.