SEC 13F Intelligence

Money Design Co.,Ltd. / EPI

Money Design Co.,Ltd.’s Wisdomtree Tr Position

Does Money Design Co.,Ltd. own Wisdomtree Tr (EPI)? Yes753.9K shares worth $36M (+1.67% of its 13F portfolio) as of Q2 2025, up from 701.9K shares the prior filed quarter.

Position Value
$36M
Q2 2025
Shares
753.9K
% of Portfolio
+1.67%
Quarters Held
25
currently held

Position History EPI

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ2 ’19: $10MQ3 ’19: $13MQ4 ’19: $15MQ4 ’19Q1 ’20: $12MQ2 ’20: $11MQ3 ’20: $14MQ4 ’20: $24MQ4 ’20Q1 ’21: $25MQ2 ’21: $22MQ3 ’21: $30MQ4 ’21: $17MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $18MQ4 ’22: $17MQ4 ’22Q1 ’23: $17MQ2 ’23: $72MQ3 ’23: $17MQ1 ’24: $18MQ1 ’24Q3 ’24: $20MQ4 ’24: $29MQ1 ’25: $31MQ2 ’25: $36MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025753.9K$36M+1.67%
Q1 2025701.9K$31M+1.53%
Q4 2024642.3K$29M+1.49%
Q3 2024398.5K$20M+1.00%
Q1 2024420.5K$18M+1.00%
Q3 2023473.5K$17M+1.06%
Q2 20232.14M$72M+1.16%
Q1 2023548.0K$17M+1.02%
Q4 2022516.4K$17M+1.26%
Q3 2022577.8K$18M+1.49%
Q2 2022514.8K$15M+1.14%
Q1 2022499.5K$18M+1.22%
Q4 2021476.9K$17M+1.40%
Q3 2021798.1K$30M+2.47%
Q2 2021645.6K$22M+2.26%
Q1 2021786.3K$25M+2.89%
Q4 2020825.9K$24M+2.75%
Q3 2020604.0K$14M+1.71%
Q2 2020540.0K$11M+1.54%
Q1 2020744.7K$12M+2.13%
Q4 2019585.8K$15M+2.57%
Q3 2019538.9K$13M+2.70%
Q2 2019396.1K$10M+2.46%
Q1 2019508.8K$13M+3.56%
Q4 2018495.4K$12M+3.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Money Design Co.,Ltd.’s full portfolio or all institutional holders of EPI.