EPI — WISDOMTREE TRUST INDIA ERNGS FCOM

Ownership history in SG Americas Securities, LLC  ·  60 quarters on record

AI Ownership Summary

SG Americas Securities, LLC reported WISDOMTREE TRUST INDIA ERNGS FCOM (EPI) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows EPI at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SG Americas Securities, LLC's position in WISDOMTREE TRUST INDIA ERNGS FCOM, 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 Q3

EPI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 SG Americas Securities, LLC fund profile SG Americas Securities, LLC full holdings
How SG Americas Securities, 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 70,199 +35,458 +102.1% 0.01% $3.1M 2025-11-14 (Est.) $46.47
2025 Q2 REDUCED 34,741 -88 -0.3% 0.01% $1.6M 2025-08-08 $44.26
2025 Q1 ADDED 34,829 +13,871 +66.2% 0.00% $1.5M 2025-04-15 $43.09
2024 Q4 ADDED 20,958 +5,219 +33.2% 0.00% $949K 2025-01-17 $44.03
2024 Q3 REDUCED 15,739 -17,072 -52.0% 0.00% $794K 2024-10-03 $49.46
2024 Q2 REDUCED 32,811 -9,311 -22.1% 0.01% $1.6M 2024-07-12 $49.64
2024 Q1 ADDED 42,122 +3,250 +8.4% 0.01% $1.8M 2024-05-06 $44.90
2023 Q4 REDUCED 38,872 -93,608 -70.7% 0.01% $1.6M 2024-01-12 $42.06
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPI

As of 2026 Q1 — sorted by position size

Leibman Financial Services, Inc. 4.13% Sharper & Granite LLC 3Y 0.71% RoundAngle Advisors LLC 0.7% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.48% Oxinas Partners, LLC 3Y 0.47% Viewpoint Capital Management LLC 3Y 0.46% Composition Wealth, LLC 3Y 7Y 0.33% Sowa Financial Group, Inc. 3Y 0.28% Whitaker-Myers Wealth Managers, LTD. 3Y 0.23% Congress Park Capital LLC 3Y 7Y 0.13%

FAQ About SG Americas Securities, 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 SG Americas Securities, LLC reported owning EPI?

SG Americas Securities, LLC reported EPI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EPI position in SG Americas Securities, LLC's portfolio?

The largest reported portfolio weight for EPI was 0.01% in 2023 Q4.

What is the latest reported EPI position on this page?

The most recent filing on this page is 2025 Q3, when SG Americas Securities, LLC reported 70,199 shares, equal to 0.01% of portfolio, with an estimated market value of $3.1M.

What does the chart on this EPI ownership page compare?

The chart compares SG Americas Securities, 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.

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