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

Citadel 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 		$620K Buy
+15,200
New +$672K ﹤0.01% 8772
2025
Q4 		– Sell
-5,500
Closed -$243K – 12989
2025
Q3 		$243K Sell
5,500
-5,300
-49% -$241K ﹤0.01% 10822
2025
Q2 		$513K Buy
10,800
+3,500
+48% +$159K ﹤0.01% 8574
2025
Q1 		$319K Buy
7,300
+1,700
+30% +$72.9K ﹤0.01% 9439
2024
Q4 		$254K Sell
5,600
-3,800
-40% -$180K ﹤0.01% 10003
2024
Q3 		$474K Sell
9,400
-14,600
-61% -$720K ﹤0.01% 8373
2024
Q2 		$1.16M Buy
24,000
+100
+0.4% +$4.56K ﹤0.01% 6295
2024
Q1 		$1.04M Buy
23,900
+23,700
+11,850% +$1.02M ﹤0.01% 6832
2023
Q4 		$8.2K Sell
200
-100
-33% -$3.79K ﹤0.01% 13238
2023
Q3 		$11K Sell
300
-10,000
-97% -$362K ﹤0.01% 13033
2023
Q2 		$358K Buy
10,300
+7,200
+232% +$239K ﹤0.01% 8656
2023
Q1 		$97.8K Buy
3,100
+2,000
+182% +$64.4K ﹤0.01% 11300
2022
Q4 		$35.8K Buy
+1,100
New +$35.6K ﹤0.01% 12534
2021
Q3 		– Sell
-18,700
Closed -$633K – 13980
2021
Q2 		$633K Buy
18,700
+4,600
+33% +$150K ﹤0.01% 9485
2021
Q1 		$444K Sell
14,100
-29,000
-67% -$901K ﹤0.01% 9938
2020
Q4 		$1.26M Buy
43,100
+6,300
+17% +$164K ﹤0.01% 6299
2020
Q3 		$868K Buy
36,800
+2,000
+6% +$45.4K ﹤0.01% 6284
2020
Q2 		$697K Sell
34,800
-22,500
-39% -$410K ﹤0.01% 6478
2020
Q1 		$928K Sell
57,300
-19,300
-25% -$430K ﹤0.01% 5476
2019
Q4 		$1.91M Buy
76,600
+27,500
+56% +$667K ﹤0.01% 4492
2019
Q3 		$1.17M Sell
49,100
-4,600
-9% -$111K ﹤0.01% 5317
2019
Q2 		$1.4M Sell
53,700
-49,800
-48% -$1.29M ﹤0.01% 5135
2019
Q1 		$2.73M Sell
103,500
-67,500
-39% -$1.66M ﹤0.01% 3927
2018
Q4 		$4.24M Buy
171,000
+38,800
+29% +$906K ﹤0.01% 3018
2018
Q3 		$3.19M Sell
132,200
-55,900
-30% -$1.45M ﹤0.01% 3632
2018
Q2 		$4.74M Sell
188,100
-14,500
-7% -$377K ﹤0.01% 2856
2018
Q1 		$5.31M Buy
202,600
+46,900
+30% +$1.29M ﹤0.01% 2396
2017
Q4 		$4.33M Sell
155,700
-16,700
-10% -$445K ﹤0.01% 2646
2017
Q3 		$4.34M Buy
172,400
+125,100
+264% +$3.25M ﹤0.01% 2460
2017
Q2 		$1.16M Buy
47,300
+25,000
+112% +$620K ﹤0.01% 3876
2017
Q1 		$538K Buy
22,300
+8,000
+56% +$178K ﹤0.01% 4898
2016
Q4 		$289K Buy
+14,300
New +$297K ﹤0.01% 5723

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $6.03B AUM 24.5% 1-Year Est. Return

Citadel Advisors's EPI Position: Q1 2026 in Review

Citadel Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 120,616 shares — an estimated $5.33M sold.

Citadel Advisors first reported a position in EPI in Q1 2014 and held it in 33 quarters. The position peaked at $18.5M in Q3 2025. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Citadel Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 120,616 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $5.33M.
  • Citadel Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 33 quarters.
  • Citadel Advisors's WisdomTree India Earnings Fund ETF position peaked at $18.5M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.