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

Amplius Wealth 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
Q1 		– Sell
-125
Closed -$4K – 392
2021
Q4 		$4K Buy
+125
New +$4.67K ﹤0.01% 742

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Amplius Wealth Advisors's EPI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 125 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in EPI in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 135 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 125 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $4K.
  • Amplius Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $4K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.