Meitav Investment House’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Meitav Investment House’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$160M	Buy	3,367,899 +46,216	+1%	+$2.19M	2.16%	13
2025 Q1	$145M	Sell	3,321,683 -55,973	-2%	-$2.45M	2.68%	7
2024 Q4	$153M	Buy	3,377,656 +545,837	+19%	+$24.7M	2.58%	6
2024 Q3	$143M	Buy	2,831,819 +4,000	+0.1%	+$202K	2.39%	8
2024 Q2	$137M	Buy	2,827,819 +250,247	+10%	+$12.1M	2.43%	10
2024 Q1	$112M	Buy	2,577,572 +1,189,980	+86%	+$51.8M	2.2%	12
2023 Q4	$56.9M	Buy	1,387,592 +983,112	+243%	+$40.3M	0.84%	36
2023 Q3	$14.9M	Sell	404,480 -161,238	-29%	-$5.95M	0.24%	88
2023 Q2	$19.6M	Buy	565,718 +161,238	+40%	+$5.58M	0.31%	81
2023 Q1	$13.5M	Buy	404,480 +2,650	+0.7%	+$88.2K	0.23%	95
2022 Q4	$13.1M	Sell	401,830 -161,238	-29%	-$5.28M	0.23%	97
2022 Q3	$17.1M	Buy	563,068 +273,988	+95%	+$8.32M	0.3%	80
2022 Q2	$8.57M	Hold	289,080	–	–	0.15%	116
2022 Q1	$10.4M	Buy	289,080 +19,875	+7%	+$716K	0.15%	113
2021 Q4	$9.82M	Buy	269,205 +1,316	+0.5%	+$48K	0.16%	110
2021 Q3	$10M	Hold	267,889	–	–	0.16%	122
2021 Q2	$9.07M	Hold	267,889	–	–	0.23%	89
2021 Q1	$8.44K	Buy	+267,889	New	+$8.44K	0.24%	91
2020 Q4	–	Sell	-267,889	Closed	-$6.32M	–	428
2020 Q3	$6.32M	Buy	267,889 +191,259	+250%	+$4.51M	0.31%	71
2020 Q2	$1.54M	Sell	76,630 -45,869	-37%	-$919K	0.09%	115
2020 Q1	$1.98M	Buy	122,499 +73,230	+149%	+$1.19M	0.15%	91
2019 Q4	$1.23M	Sell	49,269 -96,121	-66%	-$2.39M	0.09%	142
2019 Q3	$3.49M	Buy	+145,390	New	+$3.49M	0.25%	53
2019 Q2	–	Sell	-144,855	Closed	-$3.81M	–	443
2019 Q1	$3.81M	Buy	+144,855	New	+$3.81M	0.21%	65
2018 Q4	–	Sell	-145,855	Closed	-$3.51M	–	374
2018 Q3	$3.51M	Buy	145,855 +1,000	+0.7%	+$24.1K	0.17%	80
2018 Q2	$13.3M	Buy	+144,855	New	+$13.3M	0.59%	53
2018 Q1	–	Sell	-284,234	Closed	-$7.88M	–	346
2017 Q4	$7.88M	Buy	+284,234	New	+$7.88M	0.46%	61