GREENUP STREET WEALTH MANAGEMENT LLC EPI — WISDOMTREE INDIA EARNINGS FUND

Ownership history in GREENUP STREET WEALTH MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

GREENUP STREET WEALTH MANAGEMENT LLC reported WISDOMTREE INDIA EARNINGS FUND (EPI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.07% in 2024 Q3. The latest visible filing shows EPI at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREENUP STREET WEALTH MANAGEMENT LLC's position in WISDOMTREE INDIA EARNINGS FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPI was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPI stock page GREENUP STREET WEALTH MANAGEMENT LLC fund profile GREENUP STREET WEALTH MANAGEMENT LLC full holdings
How GREENUP STREET WEALTH MANAGEMENT LLC held EPI — position size vs. price
% of Fund (quarterly)    EPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 134,974 — 0% 0.92% $6.0M 2026-01-22 $44.43
2025 Q3 REDUCED — — — 134,974 -1,282 -0.9% 0.92% $6.0M 2025-10-16 $45.80
2025 Q2 ADDED — — — 136,256 +1,042 +0.8% 1.13% $6.5M 2025-07-30 $44.80
2025 Q1 REDUCED 34.0% +8.6% ❌ 135,214 -69,572 -34.0% 1.17% $5.9M 2025-04-21 $44.91
2024 Q4 ADDED — — — 204,786 +6,058 +3.0% 1.84% $9.3M 2025-01-22 $43.55
2024 Q3 INITIATED — — — 198,728 — — 2.07% $10.0M 2024-10-16 $49.02

🏢 Other funds also holding EPI

As of 2026 Q1 — sorted by position size

Provident Co of the Employees of the Hebrew University LTD 10.0% New Vernon Capital Holdings II LLC 3Y 7Y 5.33% Leibman Financial Services, Inc. 4.13% Laurel Wealth Planning LLC 3Y 3.28% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 2.76% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 2.64% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 2.51% Avid Wealth Partners LLC 1.95% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 1.56% Bulltick Wealth Management, LLC 1.44%

FAQ About GREENUP STREET WEALTH MANAGEMENT LLC and EPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GREENUP STREET WEALTH MANAGEMENT LLC reported owning EPI?

GREENUP STREET WEALTH MANAGEMENT LLC reported EPI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EPI position in GREENUP STREET WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for EPI was 2.07% in 2024 Q3.

What is the latest reported EPI position on this page?

The most recent filing on this page is 2025 Q4, when GREENUP STREET WEALTH MANAGEMENT LLC reported 134,974 shares, equal to 0.92% of portfolio, with an estimated market value of $6.0M.

What does the chart on this EPI ownership page compare?

The chart compares GREENUP STREET WEALTH MANAGEMENT LLC's quarterly EPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GREENUP STREET WEALTH MANAGEMENT LLC time their EPI position?

Based on 13F filing dates vs. subsequent EPI price moves, GREENUP STREET WEALTH MANAGEMENT LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EPI relative to SPY over the holding period was -26.4%.

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