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Discovery Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Discovery Capital Management’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
2025
Q1 		– Sell
-125,700
Closed -$5.69M – 67
2024
Q4 		$5.69M Sell
125,700
-264,200
-68% -$12.5M 0.39% 57
2024
Q3 		$19.7M Buy
389,900
+80,600
+26% +$3.97M 2.4% 15
2024
Q2 		$14.9M Buy
+309,300
New +$14.1M 1.92% 20
2023
Q1 		– Sell
-243,900
Closed -$7.95M – 60
2022
Q4 		$7.95M Buy
+243,900
New +$7.9M 1.16% 24
2020
Q1 		– Sell
-104,000
Closed -$2.59M – 37
2019
Q4 		$2.59M Sell
104,000
-2,166,400
-95% -$52.6M 0.82% 21
2019
Q3 		$54.1M Buy
2,270,400
+1,648,127
+265% +$39.6M 9.06% 3
2019
Q2 		$16.2M Sell
622,273
-991,790
-61% -$25.7M 1.55% 21
2019
Q1 		$42.5M Buy
1,614,063
+563,972
+54% +$13.8M 4.43% 7
2018
Q4 		$26M Buy
1,050,091
+509,020
+94% +$11.9M 2.17% 18
2018
Q3 		$13M Buy
+541,071
New +$14.1M 0.78% 31
2017
Q4 		– Sell
-3,591,700
Closed -$90.4M – 62
2017
Q3 		$90.4M Sell
3,591,700
-305,200
-8% -$7.94M 2.16% 17
2017
Q2 		$95.5M Buy
3,896,900
+2,063,300
+113% +$51.2M 2.32% 14
2017
Q1 		$44.2M Buy
+1,833,600
New +$40.8M 0.82% 46
2016
Q1 		– Sell
-2,214,860
Closed -$44M – 109
2015
Q4 		$44M Buy
+2,214,860
New +$44.1M 0.52% 55
2015
Q2 		– Sell
-4,343,300
Closed -$99M – 108
2015
Q1 		$99M Buy
4,343,300
+274,700
+7% +$6.41M 1.13% 29
2014
Q4 		$89.7M Sell
4,068,600
-136,400
-3% -$3.07M 0.92% 34
2014
Q3 		$92.1M Buy
4,205,000
+650,000
+18% +$14.6M 1.04% 30
2014
Q2 		$79.9M Sell
3,555,000
-200,000
-5% -$4.17M 0.76% 45
2014
Q1 		$71.2M Buy
3,755,000
+175,000
+5% +$2.99M 0.52% 62
2013
Q4 		$62.4M Buy
3,580,000
+1,230,000
+52% +$20.5M 0.46% 54
2013
Q3 		$36M Buy
+2,350,000
New +$36.4M 0.32% 64

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Discovery Capital Management's EPI Position: Q1 2025 in Review

Discovery Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 125,700 shares — an estimated $5.69M sold.

Discovery Capital Management first reported a position in EPI in Q3 2013 and held it in 21 quarters. The position peaked at $99M in Q1 2015. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Discovery Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Discovery Capital Management sold 125,700 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $5.69M.
  • Discovery Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 21 quarters.
  • Discovery Capital Management's WisdomTree India Earnings Fund ETF position peaked at $99M in Q1 2015.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Discovery Capital Management's 13F filing for Q1 2025, filed 15 May 2025.