Citigroup
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Citigroup’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-100,100
Closed -$2.92M – 6559
2020
Q4 		$2.92M Sell
100,100
-2,700
-3% -$70.4K ﹤0.01% 2498
2020
Q3 		$2.43M Buy
102,800
+1,100
+1% +$25K ﹤0.01% 2477
2020
Q2 		$2.04M Sell
101,700
-3,200
-3% -$58.3K ﹤0.01% 2791
2020
Q1 		$1.7M Sell
104,900
-80,700
-43% -$1.8M ﹤0.01% 2641
2019
Q4 		$4.62M Sell
185,600
-100
-0.1% -$2.43K ﹤0.01% 2088
2019
Q3 		$4.43M Buy
185,700
+2,400
+1% +$57.7K ﹤0.01% 2056
2019
Q2 		$4.78M Buy
183,300
+140,300
+326% +$3.64M ﹤0.01% 2016
2019
Q1 		$1.13M Sell
43,000
-461,300
-91% -$11.3M ﹤0.01% 3262
2018
Q4 		$12.5M Sell
504,300
-1,000
-0.2% -$23.4K 0.01% 1111
2018
Q3 		$12.2M Sell
505,300
-2,800
-0.6% -$72.9K 0.01% 1157
2018
Q2 		$12.8M Buy
508,100
+8,100
+2% +$211K 0.01% 1102
2018
Q1 		$13.1M Buy
500,000
+1,100
+0.2% +$30.3K 0.01% 1052
2017
Q4 		$13.9M Sell
498,900
-653,000
-57% -$17.4M 0.01% 1063
2017
Q3 		$29M Sell
1,151,900
-1,400
-0.1% -$36.4K 0.02% 623
2017
Q2 		$28.3M Sell
1,153,300
-3,700
-0.3% -$91.8K 0.03% 603
2017
Q1 		$27.9M Sell
1,157,000
-79,400
-6% -$1.77M 0.02% 599
2016
Q4 		$25M Sell
1,236,400
-1,400
-0.1% -$29.1K 0.02% 644
2016
Q3 		$26.8M Buy
1,237,800
+87,300
+8% +$1.87M 0.03% 550
2016
Q2 		$23.2M Sell
1,150,500
-112,200
-9% -$2.2M 0.02% 579
2016
Q1 		$24.6M Buy
1,262,700
+350,700
+38% +$6.4M 0.03% 516
2015
Q4 		$18.1M Sell
912,000
-85,200
-9% -$1.7M 0.02% 778
2015
Q3 		$19.9M Buy
997,200
+104,200
+12% +$2.17M 0.02% 718
2015
Q2 		$19.4M Buy
+893,000
New +$19.7M 0.02% 802
2014
Q2 		– Sell
-150,000
Closed -$2.84M – 7159
2014
Q1 		$2.84M Sell
150,000
-20,000
-12% -$341K ﹤0.01% 2124
2013
Q4 		$2.96M Hold
170,000
– – ﹤0.01% 2241
2013
Q3 		$2.6M Sell
170,000
-530,000
-76% -$8.21M ﹤0.01% 2279
2013
Q2 		$11.3M Buy
+700,000
New +$12.5M 0.01% 1002

Other funds holding EPI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Citigroup's EPI Position: Q3 2026 in Review

Citigroup reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 32% in Q3 2026, selling an estimated $2.02M and leaving 100,211 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Citigroup first reported a position in EPI in Q2 2013 and has held it in 54 quarters since. The position peaked at $34M in Q3 2018. 198 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Citigroup held 100,211 shares of WisdomTree India Earnings Fund ETF worth $4.08M as of Q3 2026.
  • Citigroup sold 47,413 WisdomTree India Earnings Fund ETF shares in Q3 2026, an estimated $2.02M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2261 holding.
  • Citigroup first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's WisdomTree India Earnings Fund ETF position peaked at $34M in Q3 2018.
  • 198 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.