Bank Hapoalim BM’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-7,175	Closed	-$213K	–	169
2022 Q2	$213K	Sell	7,175 -1,500	-17%	-$51.1K	0.03%	170
2022 Q1	$312K	Buy	+8,675	New	+$315K	0.03%	173
2019 Q2	–	Sell	-9,895	Closed	-$261K	–	172
2019 Q1	$261K	Sell	9,895 -300	-3%	-$7.36K	0.06%	143
2018 Q4	$253K	Sell	10,195 -615	-6%	-$14.4K	0.08%	132
2018 Q3	$261K	Sell	10,810 -270	-2%	-$7.03K	0.06%	164
2018 Q2	$279K	Sell	11,080 -1,390	-11%	-$36.1K	0.08%	158
2018 Q1	$327K	Buy	+12,470	New	+$343K	0.08%	150

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

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

Jane Street New York $777B AUM 61.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank Hapoalim BM's EPI Position: Q3 2022 in Review

Bank Hapoalim BM sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2022, closing a stake of 7,175 shares — an estimated $213K sold.

Bank Hapoalim BM first reported a position in EPI in Q1 2018 and held it in 7 quarters. The position peaked at $327K in Q1 2018. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

Bank Hapoalim BM reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2022 after selling out during the quarter.
Bank Hapoalim BM sold 7,175 WisdomTree India Earnings Fund ETF shares in Q3 2022, an estimated $213K.
Bank Hapoalim BM first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 7 quarters.
Bank Hapoalim BM's WisdomTree India Earnings Fund ETF position peaked at $327K in Q1 2018.
127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on Bank Hapoalim BM's 13F filing for Q3 2022, filed 8 Nov 2022.