ACG Wealth
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ACG Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-400
Closed -$12K – 453
2022
Q2 		$12K Buy
+400
New +$13.6K ﹤0.01% 666
2018
Q4 		– Sell
-32,601
Closed -$786K – 318
2018
Q3 		$786K Buy
+32,601
New +$848K 0.1% 157

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Money Design
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACG Wealth's EPI Position: Q3 2022 in Review

ACG Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2022, closing a stake of 400 shares — an estimated $12K sold.

ACG Wealth first reported a position in EPI in Q3 2018 and held it in 2 quarters. The position peaked at $786K in Q3 2018. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

  • ACG Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 400 WisdomTree India Earnings Fund ETF shares in Q3 2022, an estimated $12K.
  • ACG Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and held it in 2 quarters.
  • ACG Wealth's WisdomTree India Earnings Fund ETF position peaked at $786K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.