Evercore Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $216K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $125K | Hold |
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|
2017
Q3 | $113K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $108K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $24K | Hold |
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|
2015
Q3 | $24K | Sell |
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|
2015
Q2 | $27K | Buy |
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|
2015
Q1 | $27K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $26K | Hold |
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|
2014
Q2 | $27K | Buy |
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