EPI — WISDOMTREE TRUST INDIA ERNGS FD

Ownership history in BIP GP LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BIP GP LLC reported a position in WISDOMTREE TRUST INDIA ERNGS FD (EPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.33% (2009 Q4)
Avg. % of fund
0.16%
First filed
2009 Q1
Last filed
2009 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2009 Q4 REDUCED 69,507 -51,567 -42.6% 0.33% $1.5M $18.29
2009 Q2 REDUCED 121,074 -35,516 -22.7% 0.02% $2.1M $14.35
2009 Q1 INITIATED 156,590 — — 0.12% $1.7M $9.04
% of Fund (quarterly)    EPI price (monthly, adj. close)

Other funds also holding EPI

As of 2025 Q4 — sorted by position size

New Vernon Capital Holdings II LLC 3Y 7Y 6.65% Leibman Financial Services, Inc. 4.41% Laurel Wealth Planning LLC 3Y 3.69% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 3.52% Avid Wealth Partners LLC 3.27% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 3.11% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 2.98% Carmel Capital Management L.L.C. 3Y 1.93% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 1.7% Bulltick Wealth Management, LLC 1.57%
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