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

American Portfolios 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
2022
Q3 		$30.5K Hold
1,000
– – ﹤0.01% 1974
2022
Q2 		$29.7K Sell
1,000
-7,625
-88% -$260K ﹤0.01% 2031
2022
Q1 		$311K Sell
8,625
-50
-0.6% -$1.81K 0.01% 959
2021
Q4 		$316K Hold
8,675
– – 0.01% 940
2021
Q3 		$324K Sell
8,675
-1,125
-11% -$40K 0.01% 901
2021
Q2 		$332K Buy
9,800
+150
+2% +$4.89K 0.01% 909
2021
Q1 		$304K Buy
9,650
+875
+10% +$27.2K 0.01% 861
2020
Q4 		$256K Buy
8,775
+1,725
+24% +$45K 0.01% 797
2020
Q3 		$166K Buy
7,050
+2,887
+69% +$65.6K 0.01% 872
2020
Q2 		$83.4K Buy
4,163
+900
+28% +$16.4K 0.01% 1063
2020
Q1 		$52.9K Sell
3,263
-275
-8% -$6.13K ﹤0.01% 1137
2019
Q4 		$88.1K Hold
3,538
– – 0.01% 1101
2019
Q3 		$84.4K Hold
3,538
– – 0.01% 1070
2019
Q2 		$92.2K Buy
3,538
+1,075
+44% +$27.9K 0.01% 1021
2019
Q1 		$64.9K Buy
2,463
+1,125
+84% +$27.6K 0.01% 1083
2018
Q4 		$33.2K Hold
1,338
– – ﹤0.01% 1190
2018
Q3 		$32.3K Hold
1,338
– – ﹤0.01% 1292
2018
Q2 		$33.7K Sell
1,338
-1,032
-44% -$26.8K ﹤0.01% 1239
2018
Q1 		$62.1K Hold
2,370
– – 0.01% 932
2017
Q4 		$66K Buy
+2,370
New +$63.2K 0.01% 887

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 $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

American Portfolios Advisors's EPI Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2022 at 1,000 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

American Portfolios Advisors first reported a position in EPI in Q4 2017 and has held it in 20 quarters since. The position peaked at $332K in Q2 2021. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

  • American Portfolios Advisors held 1,000 shares of WisdomTree India Earnings Fund ETF worth $30.5K as of Q3 2022.
  • American Portfolios Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2022.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1974 holding.
  • American Portfolios Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree India Earnings Fund ETF position peaked at $332K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.