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
2018 Q3	–	Sell	-500,000	Closed	-$75K	–	482
2018 Q2	$75K	Buy	+500,000	New	+$13M	﹤0.01%	457
2016 Q4	–	Sell	-2,000,000	Closed	-$500K	–	566
2016 Q3	$500K	Buy	+2,000,000	New	+$42.8M	0.02%	433
2015 Q4	–	Sell	-2,003,300	Closed	-$601K	–	569
2015 Q3	$601K	Buy	2,003,300 +1,003,300	+100%	+$20.9M	0.02%	411
2015 Q2	$425K	Sell	1,000,000 -500,000	-33%	-$11M	0.01%	473
2015 Q1	$713K	Buy	+1,500,000	New	+$35M	0.02%	435
2014 Q4	–	Sell	-2,419,700	Closed	-$1.09M	–	521
2014 Q3	$1.09M	Buy	2,419,700 +1,919,700	+384%	+$43.2M	0.04%	419
2014 Q2	$500K	Buy	+500,000	New	+$10.4M	0.02%	505

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 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 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 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.