Mariner

Mariner’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Mariner’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 Q1	$5.93M	Buy	145,242 +82,858	+133%	+$3.66M	0.01%	987
2025 Q4	$2.89M	Buy	62,384 +35,893	+135%	+$1.64M	﹤0.01%	1294
2025 Q3	$1.17M	Sell	26,491 -231	-0.9%	-$10.5K	﹤0.01%	1785
2025 Q2	$1.27M	Buy	26,722 +1,220	+5%	+$55.4K	﹤0.01%	1637
2025 Q1	$1.11M	Buy	25,502 +5,252	+26%	+$225K	﹤0.01%	1612
2024 Q4	$917K	Buy	20,250 +926	+5%	+$43.9K	﹤0.01%	1727
2024 Q3	$975K	Buy	19,324 +581	+3%	+$28.6K	﹤0.01%	1624
2024 Q2	$905K	Buy	18,743 +1,953	+12%	+$89K	﹤0.01%	1583
2024 Q1	$731K	Buy	16,790 +8,858	+112%	+$381K	﹤0.01%	1739
2023 Q4	$325K	Buy	7,932 +568	+8%	+$21.5K	﹤0.01%	2260
2023 Q3	$271K	Hold	7,364	–	–	﹤0.01%	2249
2023 Q2	$256K	Hold	7,364	–	–	﹤0.01%	2247
2023 Q1	$232K	Sell	7,364 -200	-3%	-$6.44K	﹤0.01%	2281
2022 Q4	$247K	Hold	7,564	–	–	﹤0.01%	2187
2022 Q3	$231K	Buy	+7,564	New	+$240K	﹤0.01%	1961
2016 Q4	–	Sell	-2,627	Closed	-$56K	–	620
2016 Q3	$56K	Buy	+2,627	New	+$56.2K	﹤0.01%	637

Other funds holding EPI

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return