David Shaw’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

David Shaw’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
2026 Q2	–	Sell	-87,377	Closed	-$3.56M	–	4970
2026 Q1	$3.56M	Buy	87,377 +75,417	+631%	+$3.33M	﹤0.01%	2435
2025 Q4	$554K	Buy	+11,960	New	+$548K	﹤0.01%	3876
2024 Q2	–	Sell	-55,047	Closed	-$2.4M	–	4568
2024 Q1	$2.4M	Buy	55,047 +43,677	+384%	+$1.88M	﹤0.01%	2487
2023 Q4	$466K	Buy	+11,370	New	+$431K	﹤0.01%	3542

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

David Shaw's EPI Position: Q2 2026 in Review

David Shaw sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 87,377 shares — an estimated $3.56M sold.

David Shaw first reported a position in EPI in Q4 2023 and held it in 4 quarters. The position peaked at $3.56M in Q1 2026. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

David Shaw reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
David Shaw sold 87,377 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $3.56M.
David Shaw first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 4 quarters.
David Shaw's WisdomTree India Earnings Fund ETF position peaked at $3.56M in Q1 2026.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.