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
-130,700
Closed -$3.82M – 6560
2020
Q4 		$3.82M Buy
130,700
+100
+0.1% +$2.61K ﹤0.01% 2283
2020
Q3 		$3.08M Sell
130,600
-2,500
-2% -$56.8K ﹤0.01% 2280
2020
Q2 		$2.67M Buy
133,100
+2,300
+2% +$41.9K ﹤0.01% 2472
2020
Q1 		$2.12M Sell
130,800
-1,433,500
-92% -$31.9M ﹤0.01% 2420
2019
Q4 		$38.9M Sell
1,564,300
-6,500
-0.4% -$158K 0.03% 614
2019
Q3 		$37.5M Buy
1,570,800
+12,900
+0.8% +$310K 0.03% 578
2019
Q2 		$40.6M Buy
1,557,900
+438,600
+39% +$11.4M 0.03% 539
2019
Q1 		$29.5M Buy
1,119,300
+1,085,000
+3,163% +$26.6M 0.03% 622
2018
Q4 		$851K Buy
34,300
+1,000
+3% +$23.4K ﹤0.01% 3557
2018
Q3 		$803K Sell
33,300
-1,700
-5% -$44.2K ﹤0.01% 3744
2018
Q2 		$881K Sell
35,000
-2,800
-7% -$72.8K ﹤0.01% 3492
2018
Q1 		$991K Buy
37,800
+8,500
+29% +$234K ﹤0.01% 3244
2017
Q4 		$816K Sell
29,300
-1,600
-5% -$42.7K ﹤0.01% 3558
2017
Q3 		$778K Buy
30,900
+2,600
+9% +$67.6K ﹤0.01% 3635
2017
Q2 		$694K Sell
28,300
-16,300
-37% -$404K ﹤0.01% 3675
2017
Q1 		$1.08M Sell
44,600
-76,100
-63% -$1.69M ﹤0.01% 3137
2016
Q4 		$2.44M Sell
120,700
-91,900
-43% -$1.91M ﹤0.01% 2701
2016
Q3 		$4.6M Sell
212,600
-10,900
-5% -$233K ﹤0.01% 1742
2016
Q2 		$4.51M Buy
223,500
+111,600
+100% +$2.19M ﹤0.01% 1656
2016
Q1 		$2.18M Buy
111,900
+101,000
+927% +$1.84M ﹤0.01% 2389
2015
Q4 		$216K Sell
10,900
-500
-4% -$9.96K ﹤0.01% 4677
2015
Q3 		$227K Sell
11,400
-1,700
-13% -$35.3K ﹤0.01% 4398
2015
Q2 		$284K Buy
+13,100
New +$288K ﹤0.01% 4166
2014
Q2 		– Sell
-3,451,000
Closed -$65.4M – 7160
2014
Q1 		$65.4M Buy
+3,451,000
New +$58.9M 0.07% 251

Other funds holding EPI

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Citigroup's EPI Position: Q2 2026 in Review

Citigroup reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 59% in Q2 2026, selling an estimated $8.91M and leaving 147,624 shares worth $6.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Citigroup first reported a position in EPI in Q2 2013 and has held it in 53 quarters since. The position peaked at $34M in Q3 2018. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Citigroup held 147,624 shares of WisdomTree India Earnings Fund ETF worth $6.32M as of Q2 2026.
  • Citigroup sold 209,045 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $8.91M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1949 holding.
  • Citigroup first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's WisdomTree India Earnings Fund ETF position peaked at $34M in Q3 2018.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.