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Pathstone Holdings’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
Pathstone Holdings’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
$366K
Buy
8,968
+301
+3%
+$13.3K
﹤0.01%
1892
2025
Q4
$401K
Hold
8,667
–
–
﹤0.01%
1838
2025
Q3
$383K
Sell
8,667
-169
-2%
-$7.67K
﹤0.01%
1902
2025
Q2
$419K
Buy
8,836
+169
+2%
+$7.67K
﹤0.01%
1793
2025
Q1
$379K
Buy
8,667
+484
+6%
+$20.8K
﹤0.01%
1846
2024
Q4
$370K
Sell
8,183
-48
-0.6%
-$2.28K
﹤0.01%
1864
2024
Q3
$415K
Buy
8,231
+3,119
+61%
+$154K
﹤0.01%
1823
2024
Q2
$247K
Sell
5,112
-604
-11%
-$27.5K
﹤0.01%
2040
2024
Q1
$249K
Buy
+5,716
New
+$246K
﹤0.01%
2033
Other funds holding EPI
MIH
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$9.12B AUM
42.07%
1-Year Est. Return
CI
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$16.5B AUM
68.34%
1-Year Est. Return
Morgan Stanley
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$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
New York
$1.47T 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
$4.22B AUM
14.68%
1-Year Est. Return
MMA
Miracle Mile Advisors
Los Angeles, California
$7.28B AUM
16.22%
1-Year Est. Return
CCA
Catalyst Capital Advisors
Huntington, New York
$5.37B AUM
18.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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