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

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 $6.03B AUM 24.5% 1-Year Est. Return

Citigroup's EPI Position: Q1 2026 in Review

Citigroup increased its WisdomTree India Earnings Fund ETF (EPI) stake by 82% in Q1 2026, buying an estimated $7.11M and bringing the position to 356,669 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #1250.

Citigroup first reported a position in EPI in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q3 2018. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Citigroup held 356,669 shares of WisdomTree India Earnings Fund ETF worth $14.6M as of Q1 2026.
Citigroup bought 160,839 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $7.11M.
WisdomTree India Earnings Fund ETF made up 0.01% of Citigroup's portfolio in Q1 2026, its #1250 holding.
Citigroup first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 52 quarters since.
Citigroup's WisdomTree India Earnings Fund ETF position peaked at $34M in Q3 2018.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.