Marshall Wace’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Marshall Wace’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	$3.17M	Buy	+77,774	New	+$3.44M	﹤0.01%	1537
2025 Q3	–	Sell	-25,696	Closed	-$1.22M	–	3000
2025 Q2	$1.22M	Buy	+25,696	New	+$1.17M	﹤0.01%	1774
2025 Q1	–	Sell	-18,854	Closed	-$854K	–	2745
2024 Q4	$854K	Buy	18,854 +10,418	+123%	+$494K	﹤0.01%	1804
2024 Q3	$426K	Sell	8,436 -3,025	-26%	-$149K	﹤0.01%	1978
2024 Q2	$553K	Sell	11,461 -40,248	-78%	-$1.84M	﹤0.01%	1922
2024 Q1	$2.25M	Buy	+51,709	New	+$2.22M	﹤0.01%	1308
2023 Q2	–	Sell	-79,108	Closed	-$2.5M	–	2595
2023 Q1	$2.5M	Buy	+79,108	New	+$2.55M	0.01%	1328
2022 Q3	–	Sell	-11,300	Closed	-$335K	–	3455
2022 Q2	$335K	Buy	+11,300	New	+$385K	﹤0.01%	2984
2021 Q3	–	Sell	-54,330	Closed	-$1.84M	–	3120
2021 Q2	$1.84M	Buy	+54,330	New	+$1.77M	0.01%	1474
2021 Q1	–	Sell	-65,979	Closed	-$1.93M	–	2567
2020 Q4	$1.93M	Buy	+65,979	New	+$1.72M	0.01%	968
2019 Q4	–	Sell	-9,419	Closed	-$225K	–	1787
2019 Q3	$225K	Buy	+9,419	New	+$226K	﹤0.01%	1267
2018 Q3	–	Sell	-30,172	Closed	-$759K	–	1170
2018 Q2	$759K	Buy	+30,172	New	+$784K	0.01%	540
2015 Q3	–	Sell	-91,193	Closed	-$1.98M	–	959
2015 Q2	$1.98M	Sell	91,193 -5,507,995	-98%	-$121M	0.03%	479
2015 Q1	$128M	Hold	5,599,188	–	–	1.66%	4
2014 Q4	$123M	Buy	5,599,188 +430,848	+8%	+$9.68M	1.63%	4
2014 Q3	$113M	Buy	5,168,340 +5,077,147	+5,567%	+$114M	1.63%	4
2014 Q2	$2.05M	Buy	+91,193	New	+$1.9M	0.03%	399

Other funds holding EPI

MIH

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

Clal Insurance Tel-Aviv, Israel $16.6B 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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KHLMVGHM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CCA

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

Marshall Wace's EPI Position: Q1 2026 in Review

Marshall Wace opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2026: 77,774 shares worth $3.17M. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: Marshall Wace previously reported a position in EPI as recently as Q2 2025.

Marshall Wace first reported a position in EPI in Q2 2014 and has held it in 17 quarters since. The position peaked at $128M in Q1 2015. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Marshall Wace held 77,774 shares of WisdomTree India Earnings Fund ETF worth $3.17M as of Q1 2026.
WisdomTree India Earnings Fund ETF was a new Marshall Wace position in Q1 2026.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1537 holding.
Marshall Wace first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 17 quarters since.
Marshall Wace's WisdomTree India Earnings Fund ETF position peaked at $128M in Q1 2015.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.