Commonwealth Equity Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Sell |
29,529
-157,083
| -84% | -$6.7M | ﹤0.01% | 2524 |
|
|
2026
Q1 | $7.61M | Buy |
186,612
+5,864
| +3% | +$259K | 0.01% | 1066 |
|
|
2025
Q4 | $8.37M | Sell |
180,748
-63,509
| -26% | -$2.91M | 0.01% | 991 |
|
|
2025
Q3 | $10.8M | Sell |
244,257
-42,880
| -15% | -$1.95M | 0.01% | 882 |
|
|
2025
Q2 | $13.6M | Buy |
287,137
+20,441
| +8% | +$927K | 0.02% | 732 |
|
|
2025
Q1 | $11.7M | Buy |
266,696
+7,662
| +3% | +$329K | 0.02% | 782 |
|
|
2024
Q4 | $11.7M | Buy |
259,034
+75,823
| +41% | +$3.6M | 0.02% | 750 |
|
|
2024
Q3 | $9.24M | Buy |
183,211
+19,398
| +12% | +$957K | 0.01% | 869 |
|
|
2024
Q2 | $7.91M | Buy |
163,813
+141,131
| +622% | +$6.43M | 0.01% | 921 |
|
|
2024
Q1 | $988K | Buy |
22,682
+7,056
| +45% | +$303K | ﹤0.01% | 2249 |
|
|
2023
Q4 | $641K | Buy |
15,626
+7,838
| +101% | +$297K | ﹤0.01% | 2510 |
|
|
2023
Q3 | $286K | Buy |
7,788
+725
| +10% | +$26.2K | ﹤0.01% | 3077 |
|
|
2023
Q2 | $246K | Buy |
+7,063
| New | +$234K | ﹤0.01% | 3209 |
|
|
2020
Q1 | – | Sell |
-13,003
| Closed | -$323K | – | 2861 |
|
|
2019
Q4 | $323K | Sell |
13,003
-3,414
| -21% | -$82.8K | ﹤0.01% | 2253 |
|
|
2019
Q3 | $391K | Sell |
16,417
-1,134
| -6% | -$27.3K | ﹤0.01% | 2017 |
|
|
2019
Q2 | $457K | Buy |
17,551
+1,492
| +9% | +$38.7K | ﹤0.01% | 1865 |
|
|
2019
Q1 | $422K | Buy |
16,059
+2,614
| +19% | +$64.1K | ﹤0.01% | 1887 |
|
|
2018
Q4 | $333K | Buy |
13,445
+3,552
| +36% | +$83K | ﹤0.01% | 1937 |
|
|
2018
Q3 | $238K | Sell |
9,893
-1,178
| -11% | -$30.7K | ﹤0.01% | 2363 |
|
|
2018
Q2 | $279K | Sell |
11,071
-3,566
| -24% | -$92.7K | ﹤0.01% | 2181 |
|
|
2018
Q1 | $383K | Buy |
14,637
+2,384
| +19% | +$65.6K | ﹤0.01% | 1888 |
|
|
2017
Q4 | $341K | Buy |
12,253
+124
| +1% | +$3.31K | ﹤0.01% | 1954 |
|
|
2017
Q3 | $305K | Buy |
12,129
+493
| +4% | +$12.8K | ﹤0.01% | 1961 |
|
|
2017
Q2 | $285K | Sell |
11,636
-3,162
| -21% | -$78.4K | ﹤0.01% | 1946 |
|
|
2017
Q1 | $357K | Sell |
14,798
-8,363
| -36% | -$186K | ﹤0.01% | 1740 |
|
|
2016
Q4 | $468K | Buy |
23,161
+8,776
| +61% | +$182K | ﹤0.01% | 1446 |
|
|
2016
Q3 | $311K | Buy |
14,385
+3,165
| +28% | +$67.7K | ﹤0.01% | 1687 |
|
|
2016
Q2 | $227K | Buy |
+11,220
| New | +$220K | ﹤0.01% | 1866 |
|
|
2015
Q3 | – | Sell |
-9,497
| Closed | -$206K | – | 2169 |
|
|
2015
Q2 | $206K | Buy |
9,497
+44
| +0.5% | +$969 | ﹤0.01% | 1904 |
|
|
2015
Q1 | $216K | Buy |
+9,453
| New | +$220K | ﹤0.01% | 1863 |
|
|
2014
Q1 | – | Sell |
-13,607
| Closed | -$237K | – | 2012 |
|
|
2013
Q4 | $237K | Buy |
13,607
+934
| +7% | +$15.5K | ﹤0.01% | 1605 |
|
|
2013
Q3 | $194K | Sell |
12,673
-10,036
| -44% | -$156K | ﹤0.01% | 1636 |
|
|
2013
Q2 | $368K | Buy |
+22,709
| New | +$404K | 0.01% | 1189 |
|
Other funds holding EPI
MIH
CI
KHLMVGHM
MMA
CCA
MRC
Commonwealth Equity Services's EPI Position: Q2 2026 in Review
Commonwealth Equity Services reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 84% in Q2 2026, selling an estimated $6.7M and leaving 29,529 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2524.
Commonwealth Equity Services first reported a position in EPI in Q2 2013 and has held it in 33 quarters since. The position peaked at $13.6M in Q2 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.
- Commonwealth Equity Services held 29,529 shares of WisdomTree India Earnings Fund ETF worth $1.26M as of Q2 2026.
- Commonwealth Equity Services sold 157,083 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $6.7M.
- WisdomTree India Earnings Fund ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2524 holding.
- Commonwealth Equity Services first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 33 quarters since.
- Commonwealth Equity Services's WisdomTree India Earnings Fund ETF position peaked at $13.6M in Q2 2025.
- 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.