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

Armor Investment 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 Q4	–	Sell	-951	Closed	-$29K	–	177
2022 Q3	$29K	Hold	951	–	–	0.02%	139
2022 Q2	$28K	Hold	951	–	–	0.02%	139
2022 Q1	$34K	Hold	951	–	–	0.02%	141
2021 Q4	$35K	Hold	951	–	–	0.02%	136
2021 Q3	$36K	Hold	951	–	–	0.02%	139
2021 Q2	$32K	Hold	951	–	–	0.02%	141
2021 Q1	$30K	Hold	951	–	–	0.02%	138
2020 Q4	$28K	Hold	951	–	–	0.02%	134
2020 Q3	$22K	Hold	951	–	–	0.02%	118
2020 Q2	$19K	Buy	951 +151	+19%	+$2.75K	0.02%	119
2020 Q1	$13K	Hold	800	–	–	0.01%	120
2019 Q4	$20K	Hold	800	–	–	0.02%	134
2019 Q3	$19K	Hold	800	–	–	0.02%	125
2019 Q2	$21K	Hold	800	–	–	0.02%	126
2019 Q1	$21K	Hold	800	–	–	0.02%	131
2018 Q4	$20K	Hold	800	–	–	0.02%	113
2018 Q3	$19K	Hold	800	–	–	0.02%	123
2018 Q2	$20K	Hold	800	–	–	0.02%	129
2018 Q1	$21K	Hold	800	–	–	0.02%	132
2017 Q4	$22K	Hold	800	–	–	0.02%	128
2017 Q3	$20K	Hold	800	–	–	0.02%	125
2017 Q2	$20K	Hold	800	–	–	0.02%	111
2017 Q1	$19K	Hold	800	–	–	0.02%	115
2016 Q4	$16K	Buy	+800	New	+$16.6K	0.02%	123

Other funds holding EPI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Armor Investment Advisors's EPI Position: Q4 2022 in Review

Armor Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2022, closing a stake of 951 shares — an estimated $29K sold.

Armor Investment Advisors first reported a position in EPI in Q4 2016 and held it in 24 quarters. The position peaked at $36K in Q3 2021. 135 funds tracked by Wall St. Rank hold EPI as of Q4 2022.

Armor Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2022 after selling out during the quarter.
Armor Investment Advisors sold 951 WisdomTree India Earnings Fund ETF shares in Q4 2022, an estimated $29K.
Armor Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 24 quarters.
Armor Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $36K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2022.

Based on Armor Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.