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

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's EPI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 14,418 shares — an estimated $637K sold.

Kovitz Investment Group Partners first reported a position in EPI in Q3 2024 and held it in 5 quarters. The position peaked at $717K in Q3 2024. 291 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 14,418 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $637K.
Kovitz Investment Group Partners first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's WisdomTree India Earnings Fund ETF position peaked at $717K in Q3 2024.
291 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.