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
2021 Q3	–	Sell	-150,000	Closed	-$5.08M	–	9676
2021 Q2	$5.08M	Sell	150,000 -27,000	-15%	-$880K	﹤0.01%	2667
2021 Q1	$5.58M	Sell	177,000 -723,000	-80%	-$22.5M	﹤0.01%	2481
2020 Q4	$26.3M	Hold	900,000	–	–	0.01%	1166
2020 Q3	$21.2M	Buy	900,000 +75,000	+9%	+$1.7M	0.01%	1129
2020 Q2	$16.5M	Sell	825,000 -350,000	-30%	-$6.38M	0.01%	1191
2020 Q1	$19M	Buy	1,175,000 +25,000	+2%	+$557K	0.01%	1009
2019 Q4	$28.6M	Buy	1,150,000 +780,000	+211%	+$18.9M	0.01%	1127
2019 Q3	$8.82M	Hold	370,000	–	–	﹤0.01%	1864
2019 Q2	$9.64M	Hold	370,000	–	–	﹤0.01%	1788
2019 Q1	$9.74M	Sell	370,000 -400,000	-52%	-$9.82M	﹤0.01%	1696
2018 Q4	$19.1M	Buy	770,000 +145,000	+23%	+$3.39M	0.01%	1115
2018 Q3	$15.1M	Hold	625,000	–	–	0.01%	1421
2018 Q2	$15.7M	Hold	625,000	–	–	0.01%	1349
2018 Q1	$16.4M	Sell	625,000 -555,000	-47%	-$15.3M	0.01%	1295
2017 Q4	$32.9M	Buy	1,180,000 +880,000	+293%	+$23.5M	0.01%	875
2017 Q3	$7.55M	Sell	300,000 -1,380,000	-82%	-$35.9M	﹤0.01%	1839
2017 Q2	$41.2M	Buy	1,680,000 +1,380,000	+460%	+$34.2M	0.02%	656
2017 Q1	$7.24M	Sell	300,000 -448,600	-60%	-$9.99M	﹤0.01%	1758
2016 Q4	$15.1M	Buy	748,600 +100,000	+15%	+$2.08M	0.01%	1206
2016 Q3	$14M	Hold	648,600	–	–	0.01%	1180
2016 Q2	$13.1M	Sell	648,600 -60,000	-8%	-$1.18M	0.01%	1207
2016 Q1	$13.8M	Sell	708,600 -1,230,200	-63%	-$22.4M	0.01%	1113
2015 Q4	$38.5M	Buy	1,938,800 +286,400	+17%	+$5.7M	0.03%	611
2015 Q3	$32.9M	Buy	1,652,400 +600,100	+57%	+$12.5M	0.02%	639
2015 Q2	$22.8M	Buy	1,052,300 +489,400	+87%	+$10.8M	0.02%	889
2015 Q1	$12.8M	Buy	562,900 +528,500	+1,536%	+$12.3M	0.01%	1272
2014 Q4	$759K	Buy	+34,400	New	+$773K	﹤0.01%	3803

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $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.