Kohmann Bosshard Financial Services’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 |
-2,973
| Closed | -$138K | – | 329 |
|
|
2025
Q4 | $138K | Buy |
+2,973
| New | +$136K | 0.01% | 341 |
|
|
2025
Q2 | – | Sell |
-5,798
| Closed | -$253K | – | 199 |
|
|
2025
Q1 | $253K | Sell |
5,798
-1,000
| -15% | -$42.9K | 0.03% | 184 |
|
|
2024
Q4 | $308K | Sell |
6,798
-984
| -13% | -$46.7K | 0.04% | 149 |
|
|
2024
Q3 | $393K | Hold |
7,782
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $376K | Hold |
7,782
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $339K | Hold |
7,782
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $319K | Hold |
7,782
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $286K | Hold |
7,782
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $271K | Hold |
7,782
| – | – | 0.05% | 148 |
|
|
2023
Q1 | $245K | Sell |
7,782
-386
| -5% | -$12.4K | 0.05% | 135 |
|
|
2022
Q4 | $266K | Hold |
8,168
| – | – | 0.05% | 120 |
|
|
2022
Q3 | $249K | Sell |
8,168
-1,430
| -15% | -$45.4K | 0.06% | 111 |
|
|
2022
Q2 | $285K | Hold |
9,598
| – | – | 0.06% | 101 |
|
|
2022
Q1 | $346K | Hold |
9,598
| – | – | 0.07% | 92 |
|
|
2021
Q4 | $350K | Hold |
9,598
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $359K | Sell |
9,598
-415
| -4% | -$14.8K | 0.08% | 79 |
|
|
2021
Q2 | $339K | Hold |
10,013
| – | – | 0.08% | 82 |
|
|
2021
Q1 | $316K | Hold |
10,013
| – | – | 0.08% | 82 |
|
|
2020
Q4 | $292K | Hold |
10,013
| – | – | 0.09% | 81 |
|
|
2020
Q3 | $236K | Sell |
10,013
-5,122
| -34% | -$116K | 0.09% | 90 |
|
|
2020
Q2 | $304K | Sell |
15,135
-1,628
| -10% | -$29.7K | 0.11% | 75 |
|
|
2020
Q1 | $272K | Sell |
16,763
-1,005
| -6% | -$22.4K | 0.12% | 68 |
|
|
2019
Q4 | $442K | Hold |
17,768
| – | – | 0.16% | 52 |
|
|
2019
Q3 | $424K | Hold |
17,768
| – | – | 0.17% | 51 |
|
|
2019
Q2 | $463K | Sell |
17,768
-1,048
| -6% | -$27.2K | 0.19% | 50 |
|
|
2019
Q1 | $495K | Sell |
18,816
-1,040
| -5% | -$25.5K | 0.23% | 50 |
|
|
2018
Q4 | $492K | Sell |
19,856
-2,336
| -11% | -$54.6K | 0.27% | 48 |
|
|
2018
Q3 | $535K | Buy |
22,192
+4,978
| +29% | +$130K | 0.26% | 42 |
|
|
2018
Q2 | $433K | Sell |
17,214
-384
| -2% | -$9.98K | 0.24% | 42 |
|
|
2018
Q1 | $461K | Sell |
17,598
-1,819
| -9% | -$50K | 0.28% | 45 |
|
|
2017
Q4 | $541K | Sell |
19,417
-926
| -5% | -$24.7K | 0.35% | 42 |
|
|
2017
Q3 | $512K | Buy |
+20,343
| New | +$529K | 0.36% | 41 |
|
|
2017
Q1 | $517K | Sell |
21,420
-1,050
| -5% | -$23.4K | 0.44% | 39 |
|
|
2016
Q4 | $479K | Buy |
+22,470
| New | +$467K | 0.45% | 39 |
|
Other funds holding EPI
MIH
CI
KHLMVGHM
OMC
MMA
CCA
Kohmann Bosshard Financial Services's EPI Position: Q1 2026 in Review
Kohmann Bosshard Financial Services sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 2,973 shares — an estimated $138K sold.
Kohmann Bosshard Financial Services first reported a position in EPI in Q4 2016 and held it in 34 quarters. The position peaked at $541K in Q4 2017. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.
- Kohmann Bosshard Financial Services reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
- Kohmann Bosshard Financial Services sold 2,973 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $138K.
- Kohmann Bosshard Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 34 quarters.
- Kohmann Bosshard Financial Services's WisdomTree India Earnings Fund ETF position peaked at $541K in Q4 2017.
- 275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.
Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.