Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kovitz Investment Group Partners’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$697K Sell
14,674
-917
-6% -$43.5K ﹤0.01% 877
2025
Q1 		$681K Buy
15,591
+5
+0% +$219 ﹤0.01% 829
2024
Q4 		$706K Buy
15,586
+913
+6% +$41.3K ﹤0.01% 803
2024
Q3 		$717K Buy
+14,673
New +$717K 0.01% 698