SG Americas Securities
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SG Americas Securities’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SG Americas Securities’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
2025
Q4 		– Sell
-70,199
Closed -$3.1M – 3648
2025
Q3 		$3.1M Buy
70,199
+35,458
+102% +$1.61M 0.01% 721
2025
Q2 		$1.65M Sell
34,741
-88
-0.3% -$3.99K 0.01% 863
2025
Q1 		$1.52M Buy
34,829
+13,871
+66% +$595K 0.01% 910
2024
Q4 		$949K Buy
20,958
+5,219
+33% +$247K ﹤0.01% 888
2024
Q3 		$794K Sell
15,739
-17,072
-52% -$842K ﹤0.01% 1275
2024
Q2 		$1.58M Sell
32,811
-9,311
-22% -$425K 0.01% 1079
2024
Q1 		$1.83M Buy
42,122
+3,250
+8% +$140K 0.01% 897
2023
Q4 		$1.59M Sell
38,872
-93,608
-71% -$3.55M 0.01% 789
2023
Q3 		$4.87M Sell
132,480
-6,800
-5% -$246K 0.06% 301
2023
Q2 		$4.85M Sell
139,280
-28,000
-17% -$928K 0.04% 379
2023
Q1 		$5.28M Buy
167,280
+16,100
+11% +$518K 0.06% 254
2022
Q4 		$4.93M Hold
151,180
– – 0.06% 269
2022
Q3 		$4.62M Hold
151,180
– – 0.06% 279
2022
Q2 		$4.48M Buy
151,180
+10,000
+7% +$341K 0.05% 331
2022
Q1 		$5.08M Sell
141,180
-13,100
-8% -$475K 0.04% 412
2021
Q4 		$5.63M Buy
154,280
+18,781
+14% +$702K 0.03% 439
2021
Q3 		$5.07M Sell
135,499
-29,037
-18% -$1.03M 0.02% 534
2021
Q2 		$5.57M Sell
164,536
-81,790
-33% -$2.67M 0.03% 545
2021
Q1 		$7.76M Sell
246,326
-47,303
-16% -$1.47M 0.04% 361
2020
Q4 		$8.58M Sell
293,629
-627,012
-68% -$16.3M 0.05% 304
2020
Q3 		$21.7M Sell
920,641
-841,927
-48% -$19.1M 0.14% 108
2020
Q2 		$35.3M Sell
1,762,568
-175,869
-9% -$3.2M 0.29% 59
2020
Q1 		$31.4M Buy
1,938,437
+872,538
+82% +$19.4M 0.29% 55
2019
Q4 		$26.5M Buy
1,065,899
+106,228
+11% +$2.58M 0.24% 64
2019
Q3 		$22.9M Sell
959,671
-192,686
-17% -$4.63M 0.19% 92
2019
Q2 		$30M Buy
1,152,357
+726,720
+171% +$18.9M 0.21% 82
2019
Q1 		$11.2M Buy
425,637
+391,280
+1,139% +$9.6M 0.1% 199
2018
Q4 		$852K Sell
34,357
-590,087
-94% -$13.8M 0.01% 1472
2018
Q3 		$15.1M Buy
624,444
+44,055
+8% +$1.15M 0.11% 189
2018
Q2 		$14.6M Sell
580,389
-50,016
-8% -$1.3M 0.13% 154
2018
Q1 		$16.5M Buy
630,405
+414,784
+192% +$11.4M 0.13% 124
2017
Q4 		$6M Buy
215,621
+28,323
+15% +$755K 0.06% 312
2017
Q3 		$4.71M Buy
187,298
+60,522
+48% +$1.57M 0.04% 359
2017
Q2 		$3.11M Buy
126,776
+7,500
+6% +$186K 0.03% 605
2017
Q1 		$2.88M Sell
119,276
-522,605
-81% -$11.6M 0.03% 695
2016
Q4 		$13M Buy
641,881
+89,711
+16% +$1.86M 0.11% 173
2016
Q3 		$11.9M Sell
552,170
-351,311
-39% -$7.52M 0.13% 153
2016
Q2 		$18.2M Sell
903,481
-48,874
-5% -$957K 0.13% 127
2016
Q1 		$18.6M Sell
952,355
-1,421,629
-60% -$25.9M 0.13% 123
2015
Q4 		$47.1M Buy
2,373,984
+855,000
+56% +$17M 0.33% 46
2015
Q3 		$30.3M Sell
1,518,984
-164,668
-10% -$3.42M 0.18% 105
2015
Q2 		$36.5M Buy
1,683,652
+232,924
+16% +$5.13M 0.24% 63
2015
Q1 		$33.1M Buy
1,450,728
+230,796
+19% +$5.38M 0.2% 94
2014
Q4 		$26.9M Sell
1,219,932
-179,225
-13% -$4.03M 0.13% 138
2014
Q3 		$30.7M Buy
1,399,157
+256,335
+22% +$5.77M 0.18% 116
2014
Q2 		$25.7M Buy
1,142,822
+732,369
+178% +$15.3M 0.15% 125
2014
Q1 		$7.78M Sell
410,453
-146,259
-26% -$2.5M 0.03% 509
2013
Q4 		$9.71M Buy
+556,712
New +$9.26M 0.04% 436

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities's EPI Position: Q4 2025 in Review

SG Americas Securities sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 70,199 shares — an estimated $3.1M sold.

SG Americas Securities first reported a position in EPI in Q4 2013 and held it in 48 quarters. The position peaked at $47.1M in Q4 2015. 288 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

  • SG Americas Securities reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
  • SG Americas Securities sold 70,199 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $3.1M.
  • SG Americas Securities first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and held it in 48 quarters.
  • SG Americas Securities's WisdomTree India Earnings Fund ETF position peaked at $47.1M in Q4 2015.
  • 288 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on SG Americas Securities's 13F filing for Q4 2025, filed 9 Jan 2026.