Fidelity Investments’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
Q2
$263K Sell
6,147
-236
-4% -$10.1K ﹤0.01% 3543
2026
Q1
$260K Sell
6,383
-217
-3% -$9.6K ﹤0.01% 3377
2025
Q4
$306K Buy
6,600
+976
+17% +$44.7K ﹤0.01% 3265
2025
Q3
$249K Buy
5,624
+941
+20% +$42.7K ﹤0.01% 3269
2025
Q2
$222K Sell
4,683
-119
-2% -$5.4K ﹤0.01% 3270
2025
Q1
$210K Sell
4,802
-547
-10% -$23.5K ﹤0.01% 3226
2024
Q4
$242K Sell
5,349
-33
-0.6% -$1.56K ﹤0.01% 3195
2024
Q3
$272K Buy
5,382
+1,436
+36% +$70.8K ﹤0.01% 3091
2024
Q2
$191K Buy
3,946
+2,258
+134% +$103K ﹤0.01% 3043
2024
Q1
$73.5K Sell
1,688
-45
-3% -$1.93K ﹤0.01% 3411
2023
Q4
$71.1K Buy
1,733
+355
+26% +$13.5K ﹤0.01% 3360
2023
Q3
$50.7K Buy
1,378
+351
+34% +$12.7K ﹤0.01% 3362
2023
Q2
$35.8K Sell
1,027
-151
-13% -$5K ﹤0.01% 3602
2023
Q1
$37.2K Buy
1,178
+160
+16% +$5.15K ﹤0.01% 3578
2022
Q4
$33.2K Buy
1,018
+195
+24% +$6.32K ﹤0.01% 3587
2022
Q3
$25K Buy
823
+48
+6% +$1.52K ﹤0.01% 3752
2022
Q2
$23K Sell
775
-295
-28% -$10K ﹤0.01% 3832
2022
Q1
$38K Buy
1,070
+687
+179% +$24.9K ﹤0.01% 3768
2021
Q4
$14K Buy
383
+381
+19,050% +$14.2K ﹤0.01% 3547
2021
Q3
$0 Buy
2
+1
+100% +$36 ﹤0.01% 4518
2021
Q2
$0 Hold
1
﹤0.01% 4406
2021
Q1
$0 Buy
+1
New +$31 ﹤0.01% 4107
2020
Q3
Sell
-99
Closed -$2K 3756
2020
Q2
$2K Sell
99
-98
-50% -$1.78K ﹤0.01% 3365
2020
Q1
$3K Buy
197
+50
+34% +$1.11K ﹤0.01% 3331
2019
Q4
$4K Sell
147
-32
-18% -$776 ﹤0.01% 3436
2019
Q3
$4K Sell
179
-187,611
-100% -$4.51M ﹤0.01% 3432
2019
Q2
$4.89M Buy
187,790
+17,247
+10% +$447K ﹤0.01% 2095
2019
Q1
$4.49M Sell
170,543
-332
-0.2% -$8.15K ﹤0.01% 2110
2018
Q4
$4.24M Sell
170,875
-488,007
-74% -$11.4M ﹤0.01% 2093
2018
Q3
$15.9M Buy
+658,882
New +$17.1M ﹤0.01% 1783
2018
Q1
Sell
-394,575
Closed -$11M 2682
2017
Q4
$11M Buy
394,575
+380,283
+2,661% +$10.1M ﹤0.01% 1927
2017
Q3
$360K Buy
+14,292
New +$372K ﹤0.01% 2513
2015
Q4
Sell
-1,105,400
Closed -$22M 2738
2015
Q3
$22M Sell
1,105,400
-349,800
-24% -$7.27M ﹤0.01% 1620
2015
Q2
$31.5M Buy
1,455,200
+463,799
+47% +$10.2M ﹤0.01% 1540
2015
Q1
$22.6M Buy
991,401
+829,798
+513% +$19.4M ﹤0.01% 1682
2014
Q4
$3.56M Sell
161,603
-80,497
-33% -$1.81M ﹤0.01% 2321
2014
Q3
$5.3M Sell
242,100
-512,500
-68% -$11.5M ﹤0.01% 2208
2014
Q2
$17M Buy
754,600
+548,400
+266% +$11.4M ﹤0.01% 1872
2014
Q1
$3.91M Buy
206,200
+30,500
+17% +$521K ﹤0.01% 2259
2013
Q4
$3.06M Buy
175,700
+70,500
+67% +$1.17M ﹤0.01% 2273
2013
Q3
$1.61M Sell
105,200
-125,600
-54% -$1.95M ﹤0.01% 2382
2013
Q2
$3.73M Buy
+230,800
New +$4.11M ﹤0.01% 2202

Other funds holding EPI

Fidelity Investments's EPI Position: Q2 2026 in Review

Fidelity Investments reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 3.7% in Q2 2026, selling an estimated $10.1K and leaving 6,147 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

Fidelity Investments first reported a position in EPI in Q2 2013 and has held it in 42 quarters since. The position peaked at $31.5M in Q2 2015. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Fidelity Investments held 6,147 shares of WisdomTree India Earnings Fund ETF worth $263K as of Q2 2026.
  • Fidelity Investments sold 236 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $10.1K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3543 holding.
  • Fidelity Investments first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 42 quarters since.
  • Fidelity Investments's WisdomTree India Earnings Fund ETF position peaked at $31.5M in Q2 2015.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.