Robertson Stephens Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 20,972 shares of EPI stock, worth $974,568. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,972

Previous 21,065 0.44%

Holding current value

$974,568

Previous $999,000 7.31%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$43.79 - $47.63 $4,072 - $4,429	-93 Reduced 0.44%	20,972 $926,000
Q2 2025 Jul 24, 2025	BUY	$41.3 - $47.52 $41,176 - $47,377	997 Added 4.97%	21,065 $999,000
Q1 2025 Apr 17, 2025	SELL	$40.08 - $45.85 $4.43 Million - $5.07 Million	-110,490 Reduced 84.63%	20,068 $872,000
Q4 2024 Jan 27, 2025	SELL	$45.09 - $50.08 $123,772 - $137,469	-2,745 Reduced 2.06%	130,558 $5.91 Million
Q3 2024 Nov 12, 2024	BUY	$47.41 - $50.82 $595,422 - $638,248	12,559 Added 10.4%	133,303 $6.73 Million

Q2 2024 Aug 13, 2024	BUY	$43.7 - $48.28 $5.28 Million - $5.83 Million	120,744 New	120,744 $5.83 Million

Others Institutions Holding EPI

# of Institutions

299

Shares Held

41M

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

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Robertson Stephens Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History