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EH
Equitable Holdings’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
Equitable Holdings’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
Q1
$5.43M
Sell
117,329
-8,171
-7%
-$361K
0.04%
410
2025
Q4
$5.81M
Buy
125,500
+18,354
+17%
+$841K
0.04%
339
2025
Q3
$4.74M
Buy
107,146
+12,791
+14%
+$581K
0.03%
368
2025
Q2
$4.48M
Buy
94,355
+43,205
+84%
+$1.96M
0.04%
351
2025
Q1
$2.24M
Sell
51,150
-36,772
-42%
-$1.58M
0.02%
481
2024
Q4
$3.98M
Sell
87,922
-52,991
-38%
-$2.51M
0.04%
327
2024
Q3
$7.11M
Buy
140,913
+8,575
+6%
+$423K
0.07%
218
2024
Q2
$6.39M
Buy
132,338
+24,127
+22%
+$1.1M
0.07%
221
2024
Q1
$4.71M
Buy
108,211
+27,612
+34%
+$1.19M
0.05%
251
2023
Q4
$3.3M
Buy
80,599
+24,247
+43%
+$919K
0.04%
290
2023
Q3
$2.07M
Buy
56,352
+32,402
+135%
+$1.17M
0.03%
354
2023
Q2
$833K
Buy
23,950
+6,308
+36%
+$209K
0.01%
562
2023
Q1
$556K
Buy
17,642
+2,251
+15%
+$72.5K
0.01%
623
2022
Q4
$502K
Buy
15,391
+1,851
+14%
+$60K
0.01%
609
2022
Q3
$414K
Sell
13,540
-651
-5%
-$20.7K
0.01%
606
2022
Q2
$421K
Buy
14,191
+463
+3%
+$15.8K
0.01%
595
2022
Q1
$494K
Sell
13,728
-543
-4%
-$19.7K
0.01%
576
2021
Q4
$521K
Buy
14,271
+1,496
+12%
+$55.9K
0.01%
558
2021
Q3
$478K
Buy
12,775
+18
+0.1%
+$640
0.01%
554
2021
Q2
$432K
Sell
12,757
-286
-2%
-$9.32K
0.01%
570
2021
Q1
$411K
Buy
13,043
+3,337
+34%
+$104K
0.01%
551
2020
Q4
$284K
Buy
+9,706
New
+$253K
0.01%
576
Other funds holding EPI
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
OMC
Old Mission Capital
Chicago, Illinois
$4.22B AUM
14.68%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
CCA
Catalyst Capital Advisors
Huntington, New York
$5.37B AUM
18.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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