6 Meridian’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

6 Meridian’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5.78M	Sell	158,355 -2,518	-2%	-$94.1K	0.42%	39
2021 Q3	$6.02M	Buy	160,873 +2,665	+2%	+$94.8K	0.47%	33
2021 Q2	$5.36M	Buy	158,208 +4,802	+3%	+$156K	0.42%	42
2021 Q1	$4.83M	Sell	153,406 -136	-0.1%	-$4.23K	0.41%	37
2020 Q4	$4.49M	Sell	153,542 -4,736	-3%	-$123K	0.43%	38
2020 Q3	$3.73M	Sell	158,278 -3,970	-2%	-$90.2K	0.39%	45
2020 Q2	$3.25M	Sell	162,248 -4,813	-3%	-$87.7K	0.34%	52
2020 Q1	$2.71M	Buy	167,061 +9,029	+6%	+$201K	0.28%	82
2019 Q4	$3.93M	Buy	158,032 +2,598	+2%	+$63K	0.34%	78
2019 Q3	$3.71M	Buy	155,434 +1,215	+0.8%	+$29.2K	0.36%	76
2019 Q2	$4.02M	Buy	154,219 +361	+0.2%	+$9.37K	0.4%	71
2019 Q1	$4.05M	Buy	153,858 +4,933	+3%	+$121K	0.41%	68
2018 Q4	$3.69M	Sell	148,925 -20,116	-12%	-$470K	0.42%	66
2018 Q3	$4.08M	Sell	169,041 -3,762	-2%	-$97.9K	0.42%	67
2018 Q2	$4.35M	Buy	172,803 +3,420	+2%	+$88.9K	0.46%	66
2018 Q1	$4.44M	Buy	169,383 +46,918	+38%	+$1.29M	0.5%	62
2017 Q4	$3.41M	Buy	+122,465	New	+$3.27M	0.39%	68

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

6 Meridian's EPI Position: Q4 2021 in Review

6 Meridian reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.6% in Q4 2021, selling an estimated $94.1K and leaving 158,355 shares worth $5.78M. The position accounts for 0.42% of the portfolio, ranked #39.

6 Meridian first reported a position in EPI in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.02M in Q3 2021. 138 funds tracked by Wall St. Rank hold EPI as of Q4 2021.

6 Meridian held 158,355 shares of WisdomTree India Earnings Fund ETF worth $5.78M as of Q4 2021.
6 Meridian sold 2,518 WisdomTree India Earnings Fund ETF shares in Q4 2021, an estimated $94.1K.
WisdomTree India Earnings Fund ETF made up 0.42% of 6 Meridian's portfolio in Q4 2021, its #39 holding.
6 Meridian first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's WisdomTree India Earnings Fund ETF position peaked at $6.02M in Q3 2021.
138 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.