Kovitz Investment Group Partners
EPI icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,418
Closed -$637K – 712
2025
Q3 		$637K Sell
14,418
-256
-2% -$11.6K ﹤0.01% 954
2025
Q2 		$697K Sell
14,674
-917
-6% -$41.6K ﹤0.01% 879
2025
Q1 		$681K Buy
15,591
+5
+0% +$214 ﹤0.01% 834
2024
Q4 		$706K Buy
15,586
+913
+6% +$43.3K ﹤0.01% 806
2024
Q3 		$717K Buy
+14,673
New +$724K 0.01% 700

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