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

Barry 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
Q1 		– Sell
-7,090
Closed -$259K – 131
2021
Q4 		$259K Sell
7,090
-5,763
-45% -$215K 0.07% 110
2021
Q3 		$481K Sell
12,853
-200
-2% -$7.12K 0.13% 73
2021
Q2 		$442K Sell
13,053
-221,177
-94% -$7.21M 0.12% 74
2021
Q1 		$7.38M Sell
234,230
-184,083
-44% -$5.72M 2.03% 22
2020
Q4 		$12.2M Sell
418,313
-7,975
-2% -$208K 3.61% 5
2020
Q3 		$10.1M Sell
426,288
-27,699
-6% -$629K 3.45% 5
2020
Q2 		$9.09M Sell
453,987
-12,691
-3% -$231K 3.22% 6
2020
Q1 		$7.56M Sell
466,678
-7,512
-2% -$167K 3.75% 7
2019
Q4 		$12.2M Sell
474,190
-2,865
-0.6% -$69.5K 4.27% 7
2019
Q3 		$11.4M Sell
477,055
-1,462
-0.3% -$35.1K 4.11% 8
2019
Q2 		$12.5M Sell
478,517
-12,391
-3% -$321K 4.27% 7
2019
Q1 		$12.9M Buy
490,908
+4,439
+0.9% +$109K 4.04% 8
2018
Q4 		$12.1M Buy
486,469
+566
+0.1% +$13.2K 4.51% 6
2018
Q3 		$11.7M Buy
485,903
+2,171
+0.4% +$56.5K 3.94% 8
2018
Q2 		$12.2M Buy
483,732
+1,664
+0.3% +$43.3K 4.67% 5
2018
Q1 		$12.6M Sell
482,068
-1,869
-0.4% -$51.4K 4.79% 6
2017
Q4 		$13.5M Buy
483,937
+1,203
+0.2% +$32.1K 5% 5
2017
Q3 		$12.2M Sell
482,734
-805
-0.2% -$20.9K 4.48% 5
2017
Q2 		$11.9M Buy
483,539
+16,738
+4% +$415K 4.47% 6
2017
Q1 		$11.3M Buy
466,801
+4,870
+1% +$108K 4.18% 6
2016
Q4 		$9.33M Buy
461,931
+2,337
+0.5% +$48.6K 3.27% 12
2016
Q3 		$9.94M Buy
459,594
+20,219
+5% +$433K 3.42% 10
2016
Q2 		$8.87M Buy
+439,375
New +$8.61M 3.45% 10

Other funds holding EPI

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Barry Investment Advisors's EPI Position: Q1 2022 in Review

Barry Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 7,090 shares — an estimated $259K sold.

Barry Investment Advisors first reported a position in EPI in Q2 2016 and held it in 23 quarters. The position peaked at $13.5M in Q4 2017. 135 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

  • Barry Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 7,090 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $259K.
  • Barry Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and held it in 23 quarters.
  • Barry Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $13.5M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Barry Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.