William Blair Investment Management
EPI icon

William Blair Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

William Blair Investment 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
Q2 		$1.09M Buy
25,450
+4,450
+21% +$190K ﹤0.01% 352
2026
Q1 		$857K Hold
21,000
– – ﹤0.01% 365
2025
Q4 		$972K Hold
21,000
– – ﹤0.01% 366
2025
Q3 		$928K Hold
21,000
– – ﹤0.01% 359
2025
Q2 		$997K Hold
21,000
– – ﹤0.01% 369
2025
Q1 		$918K Hold
21,000
– – ﹤0.01% 365
2024
Q4 		$951K Buy
+21,000
New +$996K ﹤0.01% 375
2023
Q2 		– Sell
-785,263
Closed -$24.8M – 407
2023
Q1 		$24.8M Sell
785,263
-184,737
-19% -$5.95M 0.09% 246
2022
Q4 		$31.6M Buy
+970,000
New +$31.4M 0.12% 187
2021
Q1 		– Sell
-315,717
Closed -$9.22M – 372
2020
Q4 		$9.22M Sell
315,717
-3,958
-1% -$103K 0.03% 309
2020
Q3 		$7.54M Buy
319,675
+5,425
+2% +$123K 0.03% 299
2020
Q2 		$6.29M Sell
314,250
-156,874
-33% -$2.86M 0.03% 296
2020
Q1 		$7.63M Sell
471,124
-50,570
-10% -$1.13M 0.04% 250
2019
Q4 		$13M Buy
521,694
+74,383
+17% +$1.8M 0.05% 253
2019
Q3 		$10.7M Sell
447,311
-116,559
-21% -$2.8M 0.05% 288
2019
Q2 		$14.7M Buy
563,870
+48,062
+9% +$1.25M 0.06% 268
2019
Q1 		$13.6M Sell
515,808
-312
-0.1% -$7.66K 0.06% 283
2018
Q4 		$12.8M Sell
516,120
-98,964
-16% -$2.31M 0.06% 263
2018
Q3 		$14.8M Sell
615,084
-116,416
-16% -$3.03M 0.05% 305
2018
Q2 		$18.4M Buy
731,500
+113,339
+18% +$2.95M 0.07% 261
2018
Q1 		$16.2M Buy
618,161
+28,936
+5% +$796K 0.06% 269
2017
Q4 		$16.4M Sell
589,225
-127,657
-18% -$3.4M 0.06% 266
2017
Q3 		$18M Buy
716,882
+124,063
+21% +$3.23M 0.06% 268
2017
Q2 		$14.5M Buy
592,819
+176,739
+42% +$4.38M 0.05% 288
2017
Q1 		$10M Buy
416,080
+177,985
+75% +$3.96M 0.04% 306
2016
Q4 		$4.81M Buy
238,095
+42,465
+22% +$883K 0.02% 348
2016
Q3 		$4.23M Sell
195,630
-9,014
-4% -$193K 0.02% 360
2016
Q2 		$4.13M Buy
204,644
+63,750
+45% +$1.25M 0.02% 365
2016
Q1 		$2.75M Sell
140,894
-211,923
-60% -$3.86M 0.01% 380
2015
Q4 		$7.01M Hold
352,817
– – 0.03% 323
2015
Q3 		$7.03M Buy
+352,817
New +$7.33M 0.01% 756

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 $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

William Blair Investment Management's EPI Position: Q2 2026 in Review

William Blair Investment Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 21% in Q2 2026, buying an estimated $190K and bringing the position to 25,450 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #352.

William Blair Investment Management first reported a position in EPI in Q3 2015 and has held it in 31 quarters since. The position peaked at $31.6M in Q4 2022. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • William Blair Investment Management held 25,450 shares of WisdomTree India Earnings Fund ETF worth $1.09M as of Q2 2026.
  • William Blair Investment Management bought 4,450 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $190K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of William Blair Investment Management's portfolio in Q2 2026, its #352 holding.
  • William Blair Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and has held it in 31 quarters since.
  • William Blair Investment Management's WisdomTree India Earnings Fund ETF position peaked at $31.6M in Q4 2022.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.