Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
24,112
+1,020
| +4% | +$46.3K | 0.39% | 30 |
|
|
2025
Q2 | $1.1M | Buy |
23,092
+2,168
| +10% | +$98.4K | 0.43% | 25 |
|
|
2025
Q1 | $915K | Buy |
20,924
+947
| +5% | +$40.6K | 0.39% | 29 |
|
|
2024
Q4 | $904K | Sell |
19,977
-160
| -0.8% | -$7.59K | 0.39% | 27 |
|
|
2024
Q3 | $1.02M | Buy |
20,137
+809
| +4% | +$39.9K | 0.44% | 24 |
|
|
2024
Q2 | $933K | Sell |
19,328
-2
| -0% | -$91 | 0.43% | 24 |
|
|
2024
Q1 | $842K | Buy |
19,330
+480
| +3% | +$20.6K | 0.39% | 25 |
|
|
2023
Q4 | $773K | Buy |
18,850
+440
| +2% | +$16.7K | 0.38% | 23 |
|
|
2023
Q3 | $677K | Buy |
18,410
+180
| +1% | +$6.51K | 0.36% | 22 |
|
|
2023
Q2 | $634K | Buy |
18,230
+75
| +0.4% | +$2.48K | 0.32% | 28 |
|
|
2023
Q1 | $573K | Sell |
18,155
-1,410
| -7% | -$45.4K | 0.31% | 24 |
|
|
2022
Q4 | $638K | Sell |
19,565
-420
| -2% | -$13.6K | 0.35% | 25 |
|
|
2022
Q3 | $610K | Sell |
19,985
-2,495
| -11% | -$79.3K | 0.36% | 25 |
|
|
2022
Q2 | $667K | Sell |
22,480
-4,510
| -17% | -$154K | 0.36% | 26 |
|
|
2022
Q1 | $972K | Sell |
26,990
-2,345
| -8% | -$85.1K | 0.44% | 24 |
|
|
2021
Q4 | $1.07M | Sell |
29,335
-220
| -0.7% | -$8.22K | 0.47% | 24 |
|
|
2021
Q3 | $1.1M | Hold |
29,555
| – | – | 0.52% | 23 |
|
|
2021
Q2 | $1M | Sell |
29,555
-775
| -3% | -$25.3K | 0.48% | 21 |
|
|
2021
Q1 | $956K | Sell |
30,330
-595
| -2% | -$18.5K | 0.48% | 21 |
|
|
2020
Q4 | $903K | Sell |
30,925
-1,175
| -4% | -$30.6K | 0.46% | 20 |
|
|
2020
Q3 | $758K | Sell |
32,100
-3,725
| -10% | -$84.6K | 0.42% | 19 |
|
|
2020
Q2 | $718K | Sell |
35,825
-4,930
| -12% | -$89.8K | 0.42% | 18 |
|
|
2020
Q1 | $660K | Buy |
40,755
+200
| +0.5% | +$4.46K | 0.46% | 18 |
|
|
2019
Q4 | $1.01M | Sell |
40,555
-290
| -0.7% | -$7.04K | 0.56% | 21 |
|
|
2019
Q3 | $974K | Buy |
40,845
+250
| +0.6% | +$6.01K | 0.58% | 21 |
|
|
2019
Q2 | $1.06M | Hold |
40,595
| – | – | 0.64% | 20 |
|
|
2019
Q1 | $1.07M | Buy |
40,595
+900
| +2% | +$22.1K | 0.65% | 21 |
|
|
2018
Q4 | $984K | Sell |
39,695
-1,205
| -3% | -$28.1K | 0.67% | 18 |
|
|
2018
Q3 | $986K | Sell |
40,900
-50
| -0.1% | -$1.3K | 0.58% | 20 |
|
|
2018
Q2 | $1.03M | Sell |
40,950
-380
| -0.9% | -$9.88K | 0.64% | 19 |
|
|
2018
Q1 | $1.08M | Buy |
41,330
+290
| +0.7% | +$7.98K | 0.68% | 17 |
|
|
2017
Q4 | $1.14M | Buy |
41,040
+825
| +2% | +$22K | 0.7% | 19 |
|
|
2017
Q3 | $1.01M | Buy |
40,215
+1,065
| +3% | +$27.7K | 0.63% | 20 |
|
|
2017
Q2 | $960K | Buy |
39,150
+205
| +0.5% | +$5.08K | 0.61% | 20 |
|
|
2017
Q1 | $940K | Buy |
+38,945
| New | +$867K | 0.62% | 21 |
|
Other funds holding EPI
MIH
CI
MIFH
HIIFS
KHLMVGHM
Lowe Wealth Advisors's EPI Position: Q3 2025 in Review
Lowe Wealth Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 4.4% in Q3 2025, buying an estimated $46.3K and bringing the position to 24,112 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #30.
Lowe Wealth Advisors first reported a position in EPI in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.14M in Q4 2017. 268 funds tracked by Wall St. Rank hold EPI as of Q3 2025.
- Lowe Wealth Advisors held 24,112 shares of WisdomTree India Earnings Fund ETF worth $1.07M as of Q3 2025.
- Lowe Wealth Advisors bought 1,020 WisdomTree India Earnings Fund ETF shares in Q3 2025, an estimated $46.3K.
- WisdomTree India Earnings Fund ETF made up 0.39% of Lowe Wealth Advisors's portfolio in Q3 2025, its #30 holding.
- Lowe Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and has held it in 35 quarters since.
- Lowe Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.14M in Q4 2017.
- 268 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.