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

Driehaus 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
Q3 		– Sell
-91,206
Closed -$4.33M – 466
2025
Q2 		$4.33M Sell
91,206
-661,285
-88% -$30M 0.03% 308
2025
Q1 		$32.9M Buy
+752,491
New +$32.3M 0.32% 100
2024
Q4 		– Sell
-1,671,170
Closed -$84.3M – 410
2024
Q3 		$84.3M Buy
1,671,170
+115,949
+7% +$5.72M 0.72% 32
2024
Q2 		$75.1M Hold
1,555,221
– – 0.73% 32
2024
Q1 		$67.7M Sell
1,555,221
-372,574
-19% -$16M 0.67% 32
2023
Q4 		$79M Hold
1,927,795
– – 0.95% 17
2023
Q3 		$70.9M Buy
1,927,795
+372,574
+24% +$13.5M 0.92% 19
2023
Q2 		$54.1M Buy
1,555,221
+20,784
+1% +$689K 0.68% 31
2023
Q1 		$48.4M Buy
1,534,437
+28,118
+2% +$905K 0.68% 31
2022
Q4 		$49.1M Hold
1,506,319
– – 0.73% 29
2022
Q3 		$46M Hold
1,506,319
– – 0.7% 28
2022
Q2 		$44.7M Sell
1,506,319
-251,579
-14% -$8.57M 0.72% 29
2022
Q1 		$63.3M Sell
1,757,898
-311,792
-15% -$11.3M 0.78% 20
2021
Q4 		$75.5M Hold
2,069,690
– – 0.77% 30
2021
Q3 		$77.4M Buy
2,069,690
+282,642
+16% +$10.1M 0.92% 16
2021
Q2 		$60.5M Buy
1,787,048
+312,110
+21% +$10.2M 0.8% 22
2021
Q1 		$46.5M Sell
1,474,938
-225,863
-13% -$7.02M 0.69% 29
2020
Q4 		$49.7M Hold
1,700,801
– – 0.8% 23
2020
Q3 		$40.1M Buy
1,700,801
+50,813
+3% +$1.15M 0.82% 24
2020
Q2 		$33M Buy
1,649,988
+554,112
+51% +$10.1M 0.8% 23
2020
Q1 		$17.8M Buy
1,095,876
+102,198
+10% +$2.28M 0.59% 45
2019
Q4 		$24.7M Buy
993,678
+395,302
+66% +$9.59M 0.66% 35
2019
Q3 		$14.3M Hold
598,376
– – 0.46% 57
2019
Q2 		$15.6M Buy
+598,376
New +$15.5M 0.49% 59
2016
Q2 		– Sell
-293,822
Closed -$5.73M – 572
2016
Q1 		$5.73M Hold
293,822
– – 0.19% 111
2015
Q4 		$5.83M Sell
293,822
-434,200
-60% -$8.65M 0.2% 114
2015
Q3 		$14.5M Sell
728,022
-534,821
-42% -$11.1M 0.52% 45
2015
Q2 		$27.4M Buy
1,262,843
+246,843
+24% +$5.43M 0.95% 23
2015
Q1 		$23.2M Buy
+1,016,000
New +$23.7M 0.8% 23

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Driehaus Capital Management's EPI Position: Q3 2025 in Review

Driehaus Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2025, closing a stake of 91,206 shares — an estimated $4.33M sold.

Driehaus Capital Management first reported a position in EPI in Q1 2015 and held it in 29 quarters. The position peaked at $84.3M in Q3 2024. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.

  • Driehaus Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2025 after selling out during the quarter.
  • Driehaus Capital Management sold 91,206 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $4.33M.
  • Driehaus Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 29 quarters.
  • Driehaus Capital Management's WisdomTree India Earnings Fund ETF position peaked at $84.3M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.

Based on Driehaus Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.