Verity Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Verity Asset 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
2026 Q1	$854K	Buy	20,925 +483	+2%	+$21.4K	0.36%	81
2025 Q4	$946K	Buy	20,442 +988	+5%	+$45.2K	0.41%	66
2025 Q3	$860K	Buy	19,454 +551	+3%	+$25K	0.28%	89
2025 Q2	$897K	Sell	18,903 -212	-1%	-$9.62K	0.43%	60
2025 Q1	$836K	Buy	19,115 +164	+0.9%	+$7.03K	0.34%	87
2024 Q4	$858K	Sell	18,951 -305	-2%	-$14.5K	0.48%	55
2024 Q3	$972K	Buy	19,256 +93	+0.5%	+$4.59K	0.37%	74
2024 Q2	$925K	Sell	19,163 -36	-0.2%	-$1.64K	0.36%	69
2024 Q1	$836K	Buy	19,199 +148	+0.8%	+$6.36K	0.47%	54
2023 Q4	$781K	Sell	19,051 -1,312	-6%	-$49.7K	0.5%	52
2023 Q3	$749K	Sell	20,363 -23	-0.1%	-$832	0.55%	50
2023 Q2	$709K	Sell	20,386 -295	-1%	-$9.77K	0.53%	57
2023 Q1	$652K	Buy	20,681 +297	+1%	+$9.56K	0.39%	78
2022 Q4	$664K	Buy	20,384 +141	+0.7%	+$4.57K	0.57%	62
2022 Q3	$618K	Buy	+20,243	New	+$643K	0.64%	55
2022 Q1	$574K	Buy	15,919 +566	+4%	+$20.5K	0.36%	85
2021 Q4	$560K	Buy	15,353 +2,241	+17%	+$83.8K	0.33%	91
2021 Q3	$490K	Buy	13,112 +2,628	+25%	+$93.5K	0.32%	91
2021 Q2	$355K	Sell	10,484 -1,223	-10%	-$39.9K	0.19%	136
2021 Q1	$369K	Sell	11,707 -282	-2%	-$8.77K	0.22%	131
2020 Q4	$350K	Sell	11,989 -6,748	-36%	-$176K	0.24%	106
2020 Q3	$442K	Sell	18,737 -489	-3%	-$11.1K	0.34%	74
2020 Q2	$385K	Sell	19,226 -928	-5%	-$16.9K	0.35%	69
2020 Q1	$326K	Sell	20,154 -35,850	-64%	-$799K	0.41%	75
2019 Q4	$1.39M	Sell	56,004 -3,309	-6%	-$80.3K	1.39%	15
2019 Q3	$1.42M	Buy	59,313 +113	+0.2%	+$2.72K	1.48%	13
2019 Q2	$1.54M	Sell	59,200 -7,423	-11%	-$193K	1.73%	11
2019 Q1	$1.75M	Sell	66,623 -411	-0.6%	-$10.1K	2.03%	10
2018 Q4	$1.66M	Sell	67,034 -5,651	-8%	-$132K	2.23%	9
2018 Q3	$1.75M	Sell	72,685 -18,311	-20%	-$476K	1.73%	15
2018 Q2	$2.29M	Buy	90,996 +12,591	+16%	+$327K	2.06%	10
2018 Q1	$2.06M	Buy	78,405 +19,396	+33%	+$534K	1.87%	11
2017 Q4	$1.7M	Buy	59,009 +8,920	+18%	+$238K	1.28%	19
2017 Q3	$1.35M	Buy	50,089 +10,222	+26%	+$266K	1.03%	24
2017 Q2	$977K	Sell	39,867 -1,648	-4%	-$40.9K	0.73%	29
2017 Q1	$1M	Buy	+41,515	New	+$925K	0.83%	31
2016 Q3	$2.14M	Sell	98,999 -7,278	-7%	-$156K	1.99%	13
2016 Q2	$2.15M	Buy	106,277 +24,871	+31%	+$487K	2.12%	14
2016 Q1	$1.59M	Buy	+81,406	New	+$1.48M	1.8%	23