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Aveo Capital Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-83,036
Closed -$3.76M – 221
2024
Q4 		$3.76M Buy
83,036
+76,034
+1,086% +$3.61M 0.41% 66
2024
Q3 		$353K Buy
7,002
+597
+9% +$29.4K 0.04% 259
2024
Q2 		$309K Sell
6,405
-80,507
-93% -$3.67M 0.04% 255
2024
Q1 		$3.96M Buy
+86,912
New +$3.73M 0.43% 68

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aveo Capital Partners's EPI Position: Q1 2025 in Review

Aveo Capital Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 83,036 shares — an estimated $3.76M sold.

Aveo Capital Partners first reported a position in EPI in Q1 2024 and held it in 4 quarters. The position peaked at $3.96M in Q1 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Aveo Capital Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 83,036 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $3.76M.
  • Aveo Capital Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's WisdomTree India Earnings Fund ETF position peaked at $3.96M in Q1 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.