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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 $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.