UBS Group
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UBS Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

UBS Group’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 		$1.43M Buy
35,040
+25,000
+249% +$1.11M ﹤0.01% 5262
2025
Q4 		$465K Sell
10,040
-12,500
-55% -$572K ﹤0.01% 6129
2025
Q3 		$996K Hold
22,540
– – ﹤0.01% 5576
2025
Q2 		$1.07M Hold
22,540
– – ﹤0.01% 5401
2025
Q1 		$985K Hold
22,540
– – ﹤0.01% 5298
2024
Q4 		$1.02M Buy
+22,540
New +$1.07M ﹤0.01% 5285
2018
Q3 		– Sell
-1,300
Closed -$33K – 8045
2018
Q2 		$33K Buy
+1,300
New +$33.8K ﹤0.01% 6311
2018
Q1 		– Sell
-142,000
Closed -$3.95M – 7895
2017
Q4 		$3.95M Sell
142,000
-150,000
-51% -$4M ﹤0.01% 2580
2017
Q3 		$7.35M Hold
292,000
– – ﹤0.01% 1860
2017
Q2 		$7.16M Sell
292,000
-8,000
-3% -$198K ﹤0.01% 1816
2017
Q1 		$7.24M Sell
300,000
-653,100
-69% -$14.5M ﹤0.01% 1757
2016
Q4 		$19.3M Buy
953,100
+350,700
+58% +$7.29M 0.01% 1051
2016
Q3 		$13M Hold
602,400
– – 0.01% 1235
2016
Q2 		$12.2M Sell
602,400
-60,000
-9% -$1.18M 0.01% 1245
2016
Q1 		$12.9M Sell
662,400
-572,800
-46% -$10.4M 0.01% 1158
2015
Q4 		$24.5M Sell
1,235,200
-401,800
-25% -$8M 0.02% 841
2015
Q3 		$32.6M Buy
1,637,000
+684,700
+72% +$14.2M 0.02% 642
2015
Q2 		$20.6M Buy
952,300
+156,300
+20% +$3.44M 0.01% 965
2015
Q1 		$18.1M Buy
796,000
+212,600
+36% +$4.96M 0.01% 1033
2014
Q4 		$12.9M Buy
+583,400
New +$13.1M 0.01% 1303

Other funds holding EPI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $6.3B AUM 14.68% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

UBS Group's EPI Position: Q1 2026 in Review

UBS Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 24% in Q1 2026, selling an estimated $4.17M and leaving 300,458 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

UBS Group first reported a position in EPI in Q4 2014 and has held it in 46 quarters since. The position peaked at $99.3M in Q2 2015. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • UBS Group held 300,458 shares of WisdomTree India Earnings Fund ETF worth $12.3M as of Q1 2026.
  • UBS Group sold 94,234 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $4.17M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3126 holding.
  • UBS Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree India Earnings Fund ETF position peaked at $99.3M in Q2 2015.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.