Envestnet Asset Management’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 | $3.64M | Sell |
89,206
-15,389
| -15% | -$680K | ﹤0.01% | 2574 |
|
|
2025
Q4 | $4.84M | Buy |
104,595
+1,749
| +2% | +$80.1K | ﹤0.01% | 2193 |
|
|
2025
Q3 | $4.55M | Buy |
102,846
+10,079
| +11% | +$457K | ﹤0.01% | 2317 |
|
|
2025
Q2 | $4.4M | Buy |
92,767
+36,358
| +64% | +$1.65M | ﹤0.01% | 2273 |
|
|
2025
Q1 | $2.47M | Sell |
56,409
-104,895
| -65% | -$4.5M | ﹤0.01% | 2584 |
|
|
2024
Q4 | $7.3M | Buy |
161,304
+3,792
| +2% | +$180K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $7.95M | Buy |
157,512
+3,035
| +2% | +$150K | ﹤0.01% | 1796 |
|
|
2024
Q2 | $7.46M | Buy |
154,477
+18,206
| +13% | +$830K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $5.94M | Buy |
136,271
+67,356
| +98% | +$2.89M | ﹤0.01% | 1860 |
|
|
2023
Q4 | $2.83M | Buy |
68,915
+49,381
| +253% | +$1.87M | ﹤0.01% | 2247 |
|
|
2023
Q3 | $718K | Buy |
19,534
+1,071
| +6% | +$38.8K | ﹤0.01% | 3047 |
|
|
2023
Q2 | $643K | Buy |
18,463
+449
| +2% | +$14.9K | ﹤0.01% | 3072 |
|
|
2023
Q1 | $568K | Buy |
18,014
+3,910
| +28% | +$126K | ﹤0.01% | 3056 |
|
|
2022
Q4 | $460K | Buy |
14,104
+2,108
| +18% | +$68.3K | ﹤0.01% | 3140 |
|
|
2022
Q3 | $366K | Buy |
11,996
+1,452
| +14% | +$46.1K | ﹤0.01% | 3229 |
|
|
2022
Q2 | $313K | Buy |
10,544
+257
| +2% | +$8.75K | ﹤0.01% | 3332 |
|
|
2022
Q1 | $370K | Buy |
10,287
+1,079
| +12% | +$39.2K | ﹤0.01% | 3318 |
|
|
2021
Q4 | $336K | Buy |
9,208
+437
| +5% | +$16.3K | ﹤0.01% | 3341 |
|
|
2021
Q3 | $328K | Sell |
8,771
-117
| -1% | -$4.16K | ﹤0.01% | 3244 |
|
|
2021
Q2 | $301K | Buy |
8,888
+1,503
| +20% | +$49K | ﹤0.01% | 3283 |
|
|
2021
Q1 | $233K | Sell |
7,385
-237
| -3% | -$7.37K | ﹤0.01% | 3267 |
|
|
2020
Q4 | $223K | Buy |
+7,622
| New | +$199K | ﹤0.01% | 3082 |
|
|
2020
Q1 | – | Sell |
-8,139
| Closed | -$203K | – | 3015 |
|
|
2019
Q4 | $203K | Buy |
+8,139
| New | +$197K | ﹤0.01% | 2912 |
|
|
2019
Q3 | – | Sell |
-7,868
| Closed | -$205K | – | 3104 |
|
|
2019
Q2 | $205K | Sell |
7,868
-41,050
| -84% | -$1.06M | ﹤0.01% | 2874 |
|
|
2019
Q1 | $1.29M | Sell |
48,918
-3,979
| -8% | -$97.6K | ﹤0.01% | 1732 |
|
|
2018
Q4 | $1.31M | Buy |
+52,897
| New | +$1.24M | ﹤0.01% | 1565 |
|
|
2018
Q3 | – | Sell |
-5,690
| Closed | -$143K | – | 1645 |
|
|
2018
Q2 | $143K | Buy |
5,690
+103
| +2% | +$2.68K | ﹤0.01% | 1827 |
|
|
2018
Q1 | $147K | Buy |
5,587
+661
| +13% | +$18.2K | ﹤0.01% | 1763 |
|
|
2017
Q4 | $137K | Buy |
4,926
+3,192
| +184% | +$85.1K | ﹤0.01% | 1994 |
|
|
2017
Q3 | $44K | Sell |
1,734
-427
| -20% | -$11.1K | ﹤0.01% | 2316 |
|
|
2017
Q2 | $53K | Sell |
2,161
-9,434
| -81% | -$234K | ﹤0.01% | 2335 |
|
|
2017
Q1 | $279K | Sell |
11,595
-78,582
| -87% | -$1.75M | ﹤0.01% | 1784 |
|
|
2016
Q4 | $1.82M | Sell |
90,177
-199,781
| -69% | -$4.15M | 0.01% | 963 |
|
|
2016
Q3 | $6.27M | Buy |
289,958
+35,306
| +14% | +$755K | 0.02% | 499 |
|
|
2016
Q2 | $5.14M | Buy |
254,652
+70,190
| +38% | +$1.37M | 0.02% | 608 |
|
|
2016
Q1 | $3.6M | Buy |
184,462
+172,353
| +1,423% | +$3.14M | 0.02% | 714 |
|
|
2015
Q4 | $240K | Sell |
12,109
-6,572
| -35% | -$131K | ﹤0.01% | 1937 |
|
|
2015
Q3 | $372K | Sell |
18,681
-7,739
| -29% | -$161K | ﹤0.01% | 1733 |
|
|
2015
Q2 | $573K | Sell |
26,420
-112,941
| -81% | -$2.49M | ﹤0.01% | 1653 |
|
|
2015
Q1 | $3.18M | Buy |
139,361
+261
| +0.2% | +$6.09K | 0.02% | 757 |
|
|
2014
Q4 | $3.07M | Buy |
139,100
+27,407
| +25% | +$616K | 0.03% | 307 |
|
|
2014
Q3 | $2.45M | Buy |
111,693
+32,087
| +40% | +$722K | 0.02% | 356 |
|
|
2014
Q2 | $1.79M | Buy |
79,606
+78,914
| +11,404% | +$1.64M | 0.02% | 393 |
|
|
2014
Q1 | $13K | Buy |
692
+463
| +202% | +$7.9K | ﹤0.01% | 1783 |
|
|
2013
Q4 | $4K | Hold |
229
| – | – | ﹤0.01% | 2057 |
|
|
2013
Q3 | $4K | Sell |
229
-229
| -50% | -$3.55K | ﹤0.01% | 1980 |
|
|
2013
Q2 | $7K | Buy |
+458
| New | +$8.15K | ﹤0.01% | 1788 |
|
Other funds holding EPI
MIH
CI
KHLMVGHM
OMC
MMA
CCA