Creative Planning’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
Q1 | $1.32M | Sell |
32,447
-1,705
| -5% | -$75.4K | ﹤0.01% | 2236 |
|
|
2025
Q4 | $1.58M | Buy |
34,152
+13,319
| +64% | +$610K | ﹤0.01% | 1910 |
|
|
2025
Q3 | $921K | Buy |
20,833
+5,594
| +37% | +$254K | ﹤0.01% | 2184 |
|
|
2025
Q2 | $723K | Buy |
15,239
+154
| +1% | +$6.99K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $659K | Sell |
15,085
-6,429
| -30% | -$276K | ﹤0.01% | 2055 |
|
|
2024
Q4 | $974K | Buy |
21,514
+1,307
| +6% | +$62K | ﹤0.01% | 1661 |
|
|
2024
Q3 | $1.02M | Sell |
20,207
-390
| -2% | -$19.2K | ﹤0.01% | 1495 |
|
|
2024
Q2 | $994K | Buy |
20,597
+3,100
| +18% | +$141K | ﹤0.01% | 1403 |
|
|
2024
Q1 | $762K | Buy |
17,497
+9,498
| +119% | +$408K | ﹤0.01% | 1541 |
|
|
2023
Q4 | $328K | Sell |
7,999
-12,252
| -61% | -$464K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $744K | Buy |
20,251
+2,654
| +15% | +$96K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $612K | Sell |
17,597
-233
| -1% | -$7.72K | ﹤0.01% | 1428 |
|
|
2023
Q1 | $562K | Buy |
17,830
+155
| +0.9% | +$4.99K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $576K | Buy |
17,675
+3,145
| +22% | +$102K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $444K | Sell |
14,530
-7,383
| -34% | -$235K | ﹤0.01% | 1411 |
|
|
2022
Q2 | $650K | Buy |
21,913
+3,835
| +21% | +$131K | ﹤0.01% | 1171 |
|
|
2022
Q1 | $651K | Sell |
18,078
-245
| -1% | -$8.89K | ﹤0.01% | 1197 |
|
|
2021
Q4 | $668K | Buy |
18,323
+3,971
| +28% | +$148K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $537K | Buy |
14,352
+392
| +3% | +$13.9K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $473K | Sell |
13,960
-241
| -2% | -$7.85K | ﹤0.01% | 1311 |
|
|
2021
Q1 | $448K | Sell |
14,201
-136
| -0.9% | -$4.23K | ﹤0.01% | 1509 |
|
|
2020
Q4 | $419K | Buy |
14,337
+2
| +0% | +$52 | ﹤0.01% | 1418 |
|
|
2020
Q3 | $338K | Sell |
14,335
-1,019
| -7% | -$23.2K | ﹤0.01% | 1343 |
|
|
2020
Q2 | $308K | Sell |
15,354
-1,196
| -7% | -$21.8K | ﹤0.01% | 1282 |
|
|
2020
Q1 | $268K | Sell |
16,550
-1,131
| -6% | -$25.2K | ﹤0.01% | 1223 |
|
|
2019
Q4 | $440K | Buy |
17,681
+95
| +0.5% | +$2.31K | ﹤0.01% | 1179 |
|
|
2019
Q3 | $419K | Sell |
17,586
-2,180
| -11% | -$52.4K | ﹤0.01% | 1172 |
|
|
2019
Q2 | $515K | Buy |
19,766
+1,466
| +8% | +$38K | ﹤0.01% | 1060 |
|
|
2019
Q1 | $482K | Buy |
18,300
+323
| +2% | +$7.93K | ﹤0.01% | 1044 |
|
|
2018
Q4 | $446K | Sell |
17,977
-2,942
| -14% | -$68.7K | ﹤0.01% | 1017 |
|
|
2018
Q3 | $504K | Buy |
20,919
+2,096
| +11% | +$54.5K | ﹤0.01% | 1070 |
|
|
2018
Q2 | $474K | Sell |
18,823
-122
| -0.6% | -$3.17K | ﹤0.01% | 1101 |
|
|
2018
Q1 | $497K | Buy |
18,945
+75
| +0.4% | +$2.06K | ﹤0.01% | 1091 |
|
|
2017
Q4 | $525K | Buy |
18,870
+1,741
| +10% | +$46.4K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $431K | Sell |
17,129
-12,159
| -42% | -$316K | ﹤0.01% | 1121 |
|
|
2017
Q2 | $718K | Sell |
29,288
-25,201
| -46% | -$625K | ﹤0.01% | 839 |
|
|
2017
Q1 | $1.31M | Buy |
54,489
+30,712
| +129% | +$684K | 0.01% | 568 |
|
|
2016
Q4 | $480K | Sell |
23,777
-477
| -2% | -$9.91K | ﹤0.01% | 944 |
|
|
2016
Q3 | $524K | Buy |
24,254
+21,559
| +800% | +$461K | ﹤0.01% | 867 |
|
|
2016
Q2 | $54K | Buy |
2,695
+786
| +41% | +$15.4K | ﹤0.01% | 2089 |
|
|
2016
Q1 | $37K | Sell |
1,909
-18,501
| -91% | -$337K | ﹤0.01% | 2306 |
|
|
2015
Q4 | $405K | Sell |
20,410
-1,185
| -5% | -$23.6K | ﹤0.01% | 861 |
|
|
2015
Q3 | $430K | Buy |
21,595
+6,122
| +40% | +$127K | ﹤0.01% | 794 |
|
|
2015
Q2 | $335K | Buy |
15,473
+4,392
| +40% | +$96.7K | ﹤0.01% | 767 |
|
|
2015
Q1 | $253K | Sell |
11,081
-19,820
| -64% | -$462K | ﹤0.01% | 1076 |
|
|
2014
Q4 | $681K | Buy |
30,901
+23,690
| +329% | +$532K | 0.01% | 576 |
|
|
2014
Q3 | $158K | Buy |
+7,211
| New | +$162K | ﹤0.01% | 1195 |
|
|
2014
Q2 | – | Sell |
-65,501
| Closed | -$1.24M | – | 3818 |
|
|
2014
Q1 | $1.24M | Buy |
65,501
+59,813
| +1,052% | +$1.02M | 0.02% | 310 |
|
|
2013
Q4 | $99K | Buy |
5,688
+4,940
| +660% | +$82.2K | ﹤0.01% | 1201 |
|
|
2013
Q3 | $11K | Buy |
748
+688
| +1,147% | +$10.7K | ﹤0.01% | 2400 |
|
|
2013
Q2 | $1K | Buy |
+60
| New | +$1.07K | ﹤0.01% | 2935 |
|
Other funds holding EPI
MIH
CI
KHLMVGHM
OMC
MMA
CCA