Amundi’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Amundi’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 Q2	–	Sell	-49,700	Closed	-$2.18M	–	1954
2024 Q1	$2.18M	Sell	49,700 -22,800	-31%	-$980K	﹤0.01%	1138
2023 Q4	$2.98M	Sell	72,500 -97,200	-57%	-$3.68M	﹤0.01%	1098
2023 Q3	$6.25M	Hold	169,700	–	–	﹤0.01%	935
2023 Q2	$5.94M	Buy	169,700 +4,900	+3%	+$162K	﹤0.01%	948
2023 Q1	$5.24M	Hold	164,800	–	–	﹤0.01%	985
2022 Q4	$5.49M	Buy	164,800 +27,200	+20%	+$881K	﹤0.01%	987
2022 Q3	$4.31M	Sell	137,600 -57,500	-29%	-$1.83M	﹤0.01%	1010
2022 Q2	$5.81M	Sell	195,100 -31,900	-14%	-$1.09M	﹤0.01%	889
2022 Q1	$8.47M	Hold	227,000	–	–	0.01%	854
2021 Q4	$8.81M	Buy	+227,000	New	+$8.49M	0.01%	873

Other funds holding EPI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Amundi's EPI Position: Q2 2024 in Review

Amundi sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2024, closing a stake of 49,700 shares — an estimated $2.18M sold.

Amundi first reported a position in EPI in Q4 2021 and held it in 10 quarters. The position peaked at $8.81M in Q4 2021. 306 funds tracked by Wall St. Rank hold EPI as of Q2 2024.

Amundi reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2024 after selling out during the quarter.
Amundi sold 49,700 WisdomTree India Earnings Fund ETF shares in Q2 2024, an estimated $2.18M.
Amundi first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 10 quarters.
Amundi's WisdomTree India Earnings Fund ETF position peaked at $8.81M in Q4 2021.
306 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2024.

Based on Amundi's 13F filing for Q2 2024, filed 14 Aug 2024.