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
2026 Q1	–	Sell	-4,475	Closed	-$207K	–	426
2025 Q4	$207K	Buy	+4,475	New	+$205K	﹤0.01%	387
2025 Q3	–	Sell	-4,475	Closed	-$212K	–	420
2025 Q2	$212K	Buy	+4,475	New	+$203K	﹤0.01%	380
2025 Q1	–	Sell	-4,475	Closed	-$203K	–	422
2024 Q4	$203K	Hold	4,475	–	–	﹤0.01%	402
2024 Q3	$226K	Hold	4,475	–	–	﹤0.01%	382
2024 Q2	$216K	Buy	+4,475	New	+$204K	﹤0.01%	387
2018 Q1	–	Sell	-4,475	Closed	-$125K	–	472
2017 Q4	$125K	Hold	4,475	–	–	﹤0.01%	426
2017 Q3	$113K	Hold	4,475	–	–	﹤0.01%	441
2017 Q2	$110K	Hold	4,475	–	–	﹤0.01%	450
2017 Q1	$108K	Buy	+4,475	New	+$99.7K	﹤0.01%	464
2016 Q1	–	Sell	-1,200	Closed	-$24K	–	957
2015 Q4	$24K	Hold	1,200	–	–	﹤0.01%	731
2015 Q3	$24K	Sell	1,200 -42	-3%	-$873	﹤0.01%	706
2015 Q2	$27K	Buy	1,242 +42	+4%	+$925	﹤0.01%	734
2015 Q1	$27K	Buy	+1,200	New	+$28K	﹤0.01%	733
2014 Q4	–	Sell	-1,200	Closed	-$26K	–	892
2014 Q3	$26K	Hold	1,200	–	–	﹤0.01%	700
2014 Q2	$27K	Buy	+1,200	New	+$25K	﹤0.01%	697