William Blair & Company
EPI icon

William Blair & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

William Blair & Company’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 		$1.92M Sell
47,054
-3,155
-6% -$140K 0.01% 740
2025
Q4 		$2.32M Sell
50,209
-11,553
-19% -$529K 0.01% 702
2025
Q3 		$2.73M Buy
61,762
+2,272
+4% +$103K 0.01% 654
2025
Q2 		$2.82M Buy
59,490
+3,870
+7% +$176K 0.01% 632
2025
Q1 		$2.43M Sell
55,620
-4,316
-7% -$185K 0.01% 668
2024
Q4 		$2.71M Buy
59,936
+1,147
+2% +$54.4K 0.01% 648
2024
Q3 		$2.97M Buy
58,789
+2,395
+4% +$118K 0.01% 616
2024
Q2 		$2.72M Buy
56,394
+6,047
+12% +$276K 0.01% 617
2024
Q1 		$2.19M Buy
50,347
+30,232
+150% +$1.3M 0.01% 654
2023
Q4 		$825K Buy
20,115
+3,134
+18% +$119K ﹤0.01% 918
2023
Q3 		$624K Buy
16,981
+2,984
+21% +$108K ﹤0.01% 985
2023
Q2 		$487K Buy
13,997
+150
+1% +$4.97K ﹤0.01% 1062
2023
Q1 		$437K Buy
13,847
+100
+0.7% +$3.22K ﹤0.01% 1095
2022
Q4 		$448K Hold
13,747
– – ﹤0.01% 1075
2022
Q3 		$420K Sell
13,747
-3,000
-18% -$95.3K ﹤0.01% 1106
2022
Q2 		$497K Hold
16,747
– – ﹤0.01% 1068
2022
Q1 		$603K Hold
16,747
– – ﹤0.01% 1086
2021
Q4 		$611K Hold
16,747
– – ﹤0.01% 1138
2021
Q3 		$626K Buy
16,747
+300
+2% +$10.7K ﹤0.01% 1080
2021
Q2 		$557K Sell
16,447
-600
-4% -$19.6K ﹤0.01% 1117
2021
Q1 		$537K Sell
17,047
-1,000
-6% -$31.1K ﹤0.01% 1098
2020
Q4 		$527K Hold
18,047
– – ﹤0.01% 1070
2020
Q3 		$426K Sell
18,047
-5,150
-22% -$117K ﹤0.01% 1021
2020
Q2 		$465K Sell
23,197
-12,800
-36% -$233K ﹤0.01% 960
2020
Q1 		$583K Sell
35,997
-9,345
-21% -$208K ﹤0.01% 825
2019
Q4 		$1.13M Buy
45,342
+450
+1% +$10.9K 0.01% 747
2019
Q3 		$1.07M Sell
44,892
-2,600
-5% -$62.5K 0.01% 729
2019
Q2 		$1.24M Buy
47,492
+5,300
+13% +$137K 0.01% 702
2019
Q1 		$1.11M Buy
42,192
+300
+0.7% +$7.36K 0.01% 707
2018
Q4 		$1.04M Sell
41,892
-865
-2% -$20.2K 0.01% 682
2018
Q3 		$1.03M Buy
42,757
+1,165
+3% +$30.3K 0.01% 733
2018
Q2 		$1.05M Buy
41,592
+13,297
+47% +$346K 0.01% 712
2018
Q1 		$742K Sell
28,295
-895
-3% -$24.6K 0.01% 793
2017
Q4 		$813K Buy
29,190
+1,489
+5% +$39.7K 0.01% 802
2017
Q3 		$697K Buy
27,701
+500
+2% +$13K 0.01% 822
2017
Q2 		$667K Buy
+27,201
New +$675K 0.01% 877
2016
Q1 		– Sell
-23,650
Closed -$470K – 1206
2015
Q4 		$470K Sell
23,650
-3,861
-14% -$76.9K ﹤0.01% 820
2015
Q3 		$548K Sell
27,511
-9,898,195
-100% -$206M ﹤0.01% 945
2015
Q2 		$215M Buy
9,925,706
+3,500,486
+54% +$77.1M 0.32% 80
2015
Q1 		$146M Buy
6,425,220
+865,868
+16% +$20.2M 0.23% 139
2014
Q4 		$123M Buy
5,559,352
+5,314,696
+2,172% +$119M 0.2% 159
2014
Q3 		$5.36M Buy
244,656
+58,571
+31% +$1.32M 0.01% 1012
2014
Q2 		$4.18M Sell
186,085
-80,815
-30% -$1.68M 0.01% 1042
2014
Q1 		$5.06M Buy
266,900
+178,497
+202% +$3.05M 0.01% 974
2013
Q4 		$1.54M Buy
+88,403
New +$1.47M ﹤0.01% 1258

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 $445B AUM 25.58% 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 $2.44B AUM 24.95% 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

William Blair & Company's EPI Position: Q1 2026 in Review

William Blair & Company reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 6.3% in Q1 2026, selling an estimated $140K and leaving 47,054 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #740.

William Blair & Company first reported a position in EPI in Q4 2013 and has held it in 45 quarters since. The position peaked at $215M in Q2 2015. 273 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • William Blair & Company held 47,054 shares of WisdomTree India Earnings Fund ETF worth $1.92M as of Q1 2026.
  • William Blair & Company sold 3,155 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $140K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #740 holding.
  • William Blair & Company first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and has held it in 45 quarters since.
  • William Blair & Company's WisdomTree India Earnings Fund ETF position peaked at $215M in Q2 2015.
  • 273 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.