EWM
Evercore Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+4,475
| New | +$212K | ﹤0.01% | 380 |
|
|
2025
Q1 | – | Sell |
-4,475
| Closed | -$203K | – | 417 |
|
|
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 | +$216K | ﹤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% | 448 |
|
|
2017
Q1 | $108K | Buy |
+4,475
| New | +$108K | ﹤0.01% | 463 |
|
|
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% | -$840 | ﹤0.01% | 706 |
|
|
2015
Q2 | $27K | Buy |
1,242
+42
| +4% | +$913 | ﹤0.01% | 734 |
|
|
2015
Q1 | $27K | Buy |
+1,200
| New | +$27K | ﹤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 | +$27K | ﹤0.01% | 697 |
|