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

Wellington Management 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
2025
Q2 		– Sell
-1,458,378
Closed -$63.7M – 1973
2025
Q1 		$63.7M Sell
1,458,378
-93,160
-6% -$3.99M 0.01% 613
2024
Q4 		$70.2M Hold
1,551,538
– – 0.01% 620
2024
Q3 		$78.3M Sell
1,551,538
-5,990
-0.4% -$295K 0.01% 592
2024
Q2 		$75.2M Hold
1,557,528
– – 0.01% 608
2024
Q1 		$67.8M Buy
1,557,528
+179,841
+13% +$7.73M 0.01% 627
2023
Q4 		$56.5M Sell
1,377,687
-57,111
-4% -$2.16M 0.01% 680
2023
Q3 		$52.7M Buy
1,434,798
+621,546
+76% +$22.5M 0.01% 678
2023
Q2 		$28.3M Buy
813,252
+785,946
+2,878% +$26M 0.01% 859
2023
Q1 		$861K Hold
27,306
– – ﹤0.01% 1695
2022
Q4 		$890K Hold
27,306
– – ﹤0.01% 1658
2022
Q3 		$834K Hold
27,306
– – ﹤0.01% 1692
2022
Q2 		$810K Sell
27,306
-295,034
-92% -$10M ﹤0.01% 1714
2022
Q1 		$11.6M Sell
322,340
-293,965
-48% -$10.7M ﹤0.01% 1167
2021
Q4 		$22.5M Hold
616,305
– – ﹤0.01% 1048
2021
Q3 		$23.1M Sell
616,305
-199,474
-24% -$7.1M ﹤0.01% 1051
2021
Q2 		$27.6M Hold
815,779
– – ﹤0.01% 1014
2021
Q1 		$25.7M Buy
815,779
+255,179
+46% +$7.93M ﹤0.01% 1008
2020
Q4 		$16.4M Buy
560,600
+3,694
+0.7% +$96.3K ﹤0.01% 1081
2020
Q3 		$13.1M Buy
556,906
+4,463
+0.8% +$101K ﹤0.01% 1032
2020
Q2 		$11.1M Hold
552,443
– – ﹤0.01% 1045
2020
Q1 		$8.95M Sell
552,443
-7,363
-1% -$164K ﹤0.01% 1063
2019
Q4 		$13.9M Hold
559,806
– – ﹤0.01% 1079
2019
Q3 		$13.4M Hold
559,806
– – ﹤0.01% 1072
2019
Q2 		$14.6M Hold
559,806
– – ﹤0.01% 1088
2019
Q1 		$14.7M Sell
559,806
-21,067
-4% -$517K ﹤0.01% 1089
2018
Q4 		$14.4M Sell
580,873
-531,125
-48% -$12.4M ﹤0.01% 1089
2018
Q3 		$26.8M Buy
1,111,998
+366,471
+49% +$9.54M 0.01% 987
2018
Q2 		$18.8M Sell
745,527
-223,028
-23% -$5.8M ﹤0.01% 1108
2018
Q1 		$25.4M Buy
968,555
+454,076
+88% +$12.5M 0.01% 996
2017
Q4 		$14.3M Buy
514,479
+28,158
+6% +$751K ﹤0.01% 1164
2017
Q3 		$12.2M Sell
486,321
-236,027
-33% -$6.14M ﹤0.01% 1215
2017
Q2 		$17.7M Sell
722,348
-3,336
-0.5% -$82.7K ﹤0.01% 1069
2017
Q1 		$17.5M Buy
725,684
+210,000
+41% +$4.68M ﹤0.01% 1080
2016
Q4 		$10.4M Buy
515,684
+140,304
+37% +$2.92M ﹤0.01% 1182
2016
Q3 		$8.12M Buy
375,380
+240,578
+178% +$5.15M ﹤0.01% 1253
2016
Q2 		$2.72M Sell
134,802
-340,380
-72% -$6.67M ﹤0.01% 1529
2016
Q1 		$9.27M Sell
475,182
-249,718
-34% -$4.55M ﹤0.01% 1170
2015
Q4 		$14.4M Sell
724,900
-269,130
-27% -$5.36M ﹤0.01% 1060
2015
Q3 		$19.8M Buy
994,030
+137,040
+16% +$2.85M 0.01% 969
2015
Q2 		$18.6M Buy
856,990
+181,560
+27% +$4M ﹤0.01% 1048
2015
Q1 		$15.4M Sell
675,430
-136,170
-17% -$3.18M ﹤0.01% 1119
2014
Q4 		$17.9M Sell
811,600
-100,450
-11% -$2.26M ﹤0.01% 1082
2014
Q3 		$20M Buy
912,050
+198,690
+28% +$4.47M 0.01% 1020
2014
Q2 		$16M Buy
713,360
+204,640
+40% +$4.26M ﹤0.01% 1108
2014
Q1 		$9.64M Buy
508,720
+135,900
+36% +$2.32M ﹤0.01% 1262
2013
Q4 		$6.5M Hold
372,820
– – ﹤0.01% 1379
2013
Q3 		$5.71M Sell
372,820
-242,600
-39% -$3.76M ﹤0.01% 1406
2013
Q2 		$9.95M Buy
+615,420
New +$11M ﹤0.01% 1192

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Wellington Management Group's EPI Position: Q2 2025 in Review

Wellington Management Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2025, closing a stake of 1,458,378 shares — an estimated $63.7M sold.

Wellington Management Group first reported a position in EPI in Q2 2013 and held it in 48 quarters. The position peaked at $78.3M in Q3 2024. 293 funds tracked by Wall St. Rank hold EPI as of Q2 2025.

  • Wellington Management Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 1,458,378 WisdomTree India Earnings Fund ETF shares in Q2 2025, an estimated $63.7M.
  • Wellington Management Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 48 quarters.
  • Wellington Management Group's WisdomTree India Earnings Fund ETF position peaked at $78.3M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.