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Martin Currie’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Martin Currie’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
2024
Q4 		– Sell
-254,979
Closed -$12.6M – 55
2024
Q3 		$12.6M Buy
+254,979
New +$12.6M 0.45% 33
2019
Q4 		– Sell
-296
Closed -$7K – 81
2019
Q3 		$7K Hold
296
– – ﹤0.01% 81
2019
Q2 		$8K Hold
296
– – ﹤0.01% 77
2019
Q1 		$8K Sell
296
-1,232
-81% -$30.2K ﹤0.01% 82
2018
Q4 		$39K Buy
1,528
+1,210
+381% +$28.3K ﹤0.01% 81
2018
Q3 		$8K Sell
318
-182,606
-100% -$4.75M ﹤0.01% 91
2018
Q2 		$4.6M Sell
182,924
-5
-0% -$130 0.32% 61
2018
Q1 		$4.8M Sell
182,929
-2,651
-1% -$72.9K 0.33% 66
2017
Q4 		$5.17M Sell
185,580
-4,000
-2% -$107K 0.36% 62
2017
Q3 		$4.77M Buy
189,580
+183,180
+2,862% +$4.76M 0.37% 68
2017
Q2 		$157K Hold
6,400
– – 0.01% 103
2017
Q1 		$154K Hold
6,400
– – 0.01% 104
2016
Q4 		$129K Buy
6,400
+700
+12% +$14.6K 0.01% 105
2016
Q3 		$123K Hold
5,700
– – 0.01% 104
2016
Q2 		$115K Hold
5,700
– – 0.01% 98
2016
Q1 		$111K Sell
5,700
-400
-7% -$7.29K 0.01% 96
2015
Q4 		$121K Buy
+6,100
New +$121K 0.01% 94
2015
Q3 		– Sell
-4,500
Closed -$98K – 92
2015
Q2 		$98K Buy
+4,500
New +$99.1K 0.01% 89

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Martin Currie's EPI Position: Q4 2024 in Review

Martin Currie sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 254,979 shares — an estimated $12.6M sold.

Martin Currie first reported a position in EPI in Q2 2015 and held it in 18 quarters. The position peaked at $12.6M in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Martin Currie reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Martin Currie sold 254,979 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $12.6M.
  • Martin Currie first reported a position in WisdomTree India Earnings Fund ETF in Q2 2015 and held it in 18 quarters.
  • Martin Currie's WisdomTree India Earnings Fund ETF position peaked at $12.6M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Martin Currie's 13F filing for Q4 2024, filed 12 Feb 2025.