Loomis, Sayles & Company
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Loomis, Sayles & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Loomis, Sayles & Company’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
2026
Q2 		– Sell
-9,992
Closed -$408K – 726
2026
Q1 		$408K Sell
9,992
-54,739
-85% -$2.42M ﹤0.01% 533
2025
Q4 		$3M Sell
64,731
-80,000
-55% -$3.66M ﹤0.01% 440
2025
Q3 		$6.4M Buy
144,731
+53,600
+59% +$2.43M 0.01% 414
2025
Q2 		$4.33M Buy
91,131
+42,610
+88% +$1.93M 0.01% 430
2025
Q1 		$2.12M Buy
48,521
+39,290
+426% +$1.68M ﹤0.01% 444
2024
Q4 		$418K Buy
9,231
+1,095
+13% +$51.9K ﹤0.01% 501
2024
Q3 		$411K Buy
8,136
+2,331
+40% +$115K ﹤0.01% 488
2024
Q2 		$280K Buy
5,805
+2,776
+92% +$127K ﹤0.01% 508
2024
Q1 		$132K Buy
+3,029
New +$130K ﹤0.01% 529
2016
Q3 		– Sell
-163,820
Closed -$3.31M – 1030
2016
Q2 		$3.31M Sell
163,820
-28,310
-15% -$555K 0.01% 547
2016
Q1 		$3.75M Buy
192,130
+20,501
+12% +$374K 0.01% 504
2015
Q4 		$3.41M Sell
171,629
-73,093
-30% -$1.46M 0.01% 509
2015
Q3 		$4.88M Hold
244,722
– – 0.01% 493
2015
Q2 		$5.3M Buy
+244,722
New +$5.39M 0.01% 525
2014
Q2 		– Sell
-2,000
Closed -$38K – 759
2014
Q1 		$38K Buy
+2,000
New +$34.1K ﹤0.01% 711

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Loomis, Sayles & Company's EPI Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2026, closing a stake of 9,992 shares — an estimated $408K sold.

Loomis, Sayles & Company first reported a position in EPI in Q1 2014 and held it in 15 quarters. The position peaked at $6.4M in Q3 2025. 251 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 9,992 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $408K.
  • Loomis, Sayles & Company first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 15 quarters.
  • Loomis, Sayles & Company's WisdomTree India Earnings Fund ETF position peaked at $6.4M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.