Tortoise Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Tortoise Investment Management’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	-940	Closed	-$41.5K	–	610
2025 Q3	$41.5K	Hold	940	–	–	﹤0.01%	422
2025 Q2	$44.6K	Hold	940	–	–	﹤0.01%	401
2025 Q1	$41.1K	Hold	940	–	–	﹤0.01%	400
2024 Q4	$42.6K	Hold	940	–	–	﹤0.01%	441
2024 Q3	$47.4K	Hold	940	–	–	0.01%	415
2024 Q2	$45.4K	Hold	940	–	–	0.01%	401
2024 Q1	$40.9K	Hold	940	–	–	0.01%	405
2023 Q4	$38.5K	Hold	940	–	–	0.01%	392
2023 Q3	$34.6K	Hold	940	–	–	0.01%	388
2023 Q2	$32.7K	Hold	940	–	–	﹤0.01%	403
2023 Q1	$29.6K	Hold	940	–	–	﹤0.01%	404
2022 Q4	$30.6K	Hold	940	–	–	0.01%	395
2022 Q3	$29K	Hold	940	–	–	0.01%	378
2022 Q2	$28K	Hold	940	–	–	0.01%	375
2022 Q1	$34K	Hold	940	–	–	0.01%	353
2021 Q4	$34K	Hold	940	–	–	0.01%	333
2021 Q3	$35K	Hold	940	–	–	0.01%	315
2021 Q2	$32K	Hold	940	–	–	0.01%	316
2021 Q1	$30K	Hold	940	–	–	0.01%	309
2020 Q4	$27K	Hold	940	–	–	0.01%	298
2020 Q3	$22K	Buy	+940	New	+$21.4K	0.01%	298

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's EPI Position: Q4 2025 in Review

Tortoise Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2025, closing a stake of 940 shares — an estimated $41.5K sold.

Tortoise Investment Management first reported a position in EPI in Q3 2020 and held it in 21 quarters. The position peaked at $47.4K in Q3 2024. 292 funds tracked by Wall St. Rank hold EPI as of Q4 2025.

Tortoise Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 940 WisdomTree India Earnings Fund ETF shares in Q4 2025, an estimated $41.5K.
Tortoise Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2020 and held it in 21 quarters.
Tortoise Investment Management's WisdomTree India Earnings Fund ETF position peaked at $47.4K in Q3 2024.
292 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.