Summit Trail Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Summit Trail Advisors, LLC

$7.06 Billion
Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 293,067 shares of EPI stock, worth $13.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

293,067

Previous 244,041 20.09%

Holding current value

$13.6 Million

Previous $11.6 Million 11.82%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$43.79 - $47.63 $2.15 Million - $2.34 Million	49,026 Added 20.09%	293,067 $13 Million
Q2 2025 Aug 14, 2025	SELL	$41.3 - $47.52 $190,021 - $218,639	-4,601 Reduced 1.85%	244,041 $11.6 Million
Q1 2025 Apr 28, 2025	BUY	$40.08 - $45.85 $1.36 Million - $1.56 Million	34,036 Added 15.86%	248,642 $10.9 Million
Q4 2024 Jan 29, 2025	BUY	$45.09 - $50.08 $706,740 - $784,953	15,674 Added 7.88%	214,606 $9.72 Million
Q3 2024 Nov 12, 2024	BUY	$47.41 - $50.82 $6.39 Million - $6.85 Million	134,755 Added 209.97%	198,932 $10 Million

Q2 2024 Aug 13, 2024	BUY	$43.7 - $48.28 $2.8 Million - $3.1 Million	64,177 New	64,177 $3.1 Million
Q2 2020 Aug 13, 2020	SELL	$14.99 - $20.43 $163,391 - $222,687	-10,900 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$14.28 - $25.67 $155,652 - $279,803	10,900 New	10,900 $177,000

Others Institutions Holding EPI

# of Institutions

301

Shares Held

41.1M

Call Options Held

252K

Put Options Held

202K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
Sector ETFs
Industry ETFs

More about EPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.

Account

Summit Trail Advisors, LLC Wisdomtree Tr India Earnings F Transaction History