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Matthew Hamilton Rosenberg’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$167K Hold
4,094
– – 0.03% 261
2026
Q2 		$175K Hold
4,094
– – 0.03% 256
2026
Q1 		$167K Hold
4,094
– – 0.03% 244
2025
Q4 		$190K Hold
4,094
– – 0.04% 216
2025
Q3 		$181K Sell
4,094
-136
-3% -$6.17K 0.04% 225
2025
Q2 		$201K Sell
4,230
-115
-3% -$5.22K 0.05% 206
2025
Q1 		$190K Hold
4,345
– – 0.05% 194
2024
Q4 		$197K Sell
4,345
-90
-2% -$4.27K 0.05% 183
2024
Q3 		$224K Buy
4,435
+270
+6% +$13.3K 0.06% 175
2024
Q2 		$202K Sell
4,165
-270
-6% -$12.3K 0.06% 177
2024
Q1 		$194K Sell
4,435
-192
-4% -$8.25K 0.06% 191
2023
Q4 		$190K Sell
4,627
-261
-5% -$9.9K 0.06% 186
2023
Q3 		$180K Hold
4,888
– – 0.06% 187
2023
Q2 		$170K Sell
4,888
-288
-6% -$9.5K 0.06% 201
2023
Q1 		$163K Sell
5,176
-210
-4% -$6.76K 0.05% 217
2022
Q4 		$176K Hold
5,386
– – 0.06% 202
2022
Q3 		$164K Sell
5,386
-32
-0.6% -$1.02K 0.06% 192
2022
Q2 		$160K Sell
5,418
-31
-0.6% -$1.06K 0.06% 201
2022
Q1 		$196K Buy
5,449
+179
+3% +$6.5K 0.07% 189
2021
Q4 		$192K Buy
5,270
+21
+0.4% +$785 0.07% 190
2021
Q3 		$196K Buy
5,249
+18
+0.3% +$640 0.08% 168
2021
Q2 		$177K Buy
5,231
+229
+5% +$7.46K 0.09% 155
2021
Q1 		$158K Buy
5,002
+38
+0.8% +$1.18K 0.09% 158
2020
Q4 		$145K Sell
4,964
-221
-4% -$5.76K 0.09% 157
2020
Q3 		$122K Sell
5,185
-247
-5% -$5.61K 0.09% 159
2020
Q2 		$109K Sell
5,432
-2,844
-34% -$51.8K 0.09% 171
2020
Q1 		$135K Buy
+8,276
New +$184K 0.13% 91

Other funds holding EPI

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Matthew Hamilton Rosenberg's EPI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2026 at 4,094 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #261.

Matthew Hamilton Rosenberg first reported a position in EPI in Q1 2020 and has held it in 27 quarters since. The position peaked at $224K in Q3 2024. 62 funds tracked by Wall St. Rank hold EPI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,094 shares of WisdomTree India Earnings Fund ETF worth $167K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2026.
  • WisdomTree India Earnings Fund ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #261 holding.
  • Matthew Hamilton Rosenberg first reported a position in WisdomTree India Earnings Fund ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's WisdomTree India Earnings Fund ETF position peaked at $224K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.