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AlphaMark Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AlphaMark Advisors’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
2024
Q4 		$1.11M Sell
24,620
-300
-1% -$14.2K 0.48% 45
2024
Q3 		$1.26M Sell
24,920
-75
-0.3% -$3.7K 0.43% 43
2024
Q2 		$1.21M Buy
24,995
+550
+2% +$25.1K 0.42% 41
2024
Q1 		$1.06M Buy
24,445
+145
+0.6% +$6.23K 0.37% 47
2023
Q4 		$996K Buy
24,300
+12,640
+108% +$479K 0.38% 48
2023
Q3 		$429K Buy
11,660
+11,210
+2,491% +$406K 0.18% 75
2023
Q2 		$16K Hold
450
– – 0.01% 341
2023
Q1 		$14K Hold
450
– – 0.01% 360
2022
Q4 		$15K Hold
450
– – 0.01% 328
2022
Q3 		$14K Hold
450
– – 0.01% 371
2022
Q2 		$13K Hold
450
– – 0.01% 366
2022
Q1 		$16K Hold
450
– – 0.01% 355
2021
Q4 		$16K Hold
450
– – 0.01% 353
2021
Q3 		$17K Hold
450
– – 0.01% 351
2021
Q2 		$15K Sell
450
-375
-45% -$12.2K 0.01% 360
2021
Q1 		$26K Hold
825
– – 0.01% 298
2020
Q4 		$24K Hold
825
– – 0.01% 280
2020
Q3 		$19K Sell
825
-80
-9% -$1.82K 0.01% 284
2020
Q2 		$18K Sell
905
-75
-8% -$1.37K 0.01% 289
2020
Q1 		$16K Sell
980
-120
-11% -$2.67K 0.01% 260
2019
Q4 		$27K Sell
1,100
-25
-2% -$606 0.01% 246
2019
Q3 		$27K Hold
1,125
– – 0.01% 242
2019
Q2 		$29K Hold
1,125
– – 0.01% 245
2019
Q1 		$30K Sell
1,125
-50
-4% -$1.23K 0.01% 228
2018
Q4 		$29K Sell
1,175
-25
-2% -$584 0.01% 223
2018
Q3 		$29K Sell
1,200
-50
-4% -$1.3K 0.01% 258
2018
Q2 		$31K Sell
1,250
-100
-7% -$2.6K 0.01% 260
2018
Q1 		$35K Hold
1,350
– – 0.02% 236
2017
Q4 		$38K Buy
+1,350
New +$36K 0.01% 224
2017
Q3 		– Sell
-1,350
Closed -$33K – 508
2017
Q2 		$33K Hold
1,350
– – 0.01% 222
2017
Q1 		$33K Hold
1,350
– – 0.02% 218
2016
Q4 		$27K Buy
+1,350
New +$28.1K 0.01% 220

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

AlphaMark Advisors's EPI Position: Q4 2024 in Review

AlphaMark Advisors reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.2% in Q4 2024, selling an estimated $14.2K and leaving 24,620 shares worth $1.11M. The position accounts for 0.48% of the portfolio, ranked #45.

AlphaMark Advisors first reported a position in EPI in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.26M in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • AlphaMark Advisors held 24,620 shares of WisdomTree India Earnings Fund ETF worth $1.11M as of Q4 2024.
  • AlphaMark Advisors sold 300 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $14.2K.
  • WisdomTree India Earnings Fund ETF made up 0.48% of AlphaMark Advisors's portfolio in Q4 2024, its #45 holding.
  • AlphaMark Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and has held it in 32 quarters since.
  • AlphaMark Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.26M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.