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Annapolis Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Annapolis Financial Services’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
Q3 		$92.5K Hold
1,834
– – 0.03% 120
2024
Q2 		$88.5K Buy
+1,834
New +$83.6K 0.03% 121

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Annapolis Financial Services's EPI Position: Q3 2024 in Review

Annapolis Financial Services held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2024 at 1,834 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #120.

Annapolis Financial Services first reported a position in EPI in Q2 2024 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Annapolis Financial Services held 1,834 shares of WisdomTree India Earnings Fund ETF worth $92.5K as of Q3 2024.
  • Annapolis Financial Services left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2024.
  • WisdomTree India Earnings Fund ETF made up 0.03% of Annapolis Financial Services's portfolio in Q3 2024, its #120 holding.
  • Annapolis Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.