B. Riley Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

B. Riley 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
2024 Q3	–	Sell	-6,713	Closed	-$324K	–	1308
2024 Q2	$324K	Buy	+6,713	New	+$306K	0.01%	998
2015 Q1	–	Sell	-190	Closed	-$4	–	978
2014 Q4	$4	Buy	+190	New	+$4.27K	﹤0.01%	3214
2014 Q3	–	Sell	-93	Closed	-$2.09K	–	1002
2014 Q2	$2.09K	Buy	+93	New	+$1.94K	﹤0.01%	2222

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

B. Riley Wealth Advisors's EPI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 6,713 shares — an estimated $324K sold.

B. Riley Wealth Advisors first reported a position in EPI in Q2 2014 and held it in 3 quarters. The position peaked at $324K in Q2 2024. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

B. Riley Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,713 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $324K.
B. Riley Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $324K in Q2 2024.
327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.