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Beck Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Beck Capital Management’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
2023
Q3 		– Sell
-87,871
Closed -$3.06M – 109
2023
Q2 		$3.06M Buy
87,871
+37,321
+74% +$1.24M 1.21% 28
2023
Q1 		$1.59M Sell
50,550
-28,499
-36% -$917K 0.68% 63
2022
Q4 		$2.58M Buy
+79,049
New +$2.56M 1.08% 29

Other funds holding EPI

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Beck Capital Management's EPI Position: Q3 2023 in Review

Beck Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2023, closing a stake of 87,871 shares — an estimated $3.06M sold.

Beck Capital Management first reported a position in EPI in Q4 2022 and held it in 3 quarters. The position peaked at $3.06M in Q2 2023. 172 funds tracked by Wall St. Rank hold EPI as of Q3 2023.

  • Beck Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2023 after selling out during the quarter.
  • Beck Capital Management sold 87,871 WisdomTree India Earnings Fund ETF shares in Q3 2023, an estimated $3.06M.
  • Beck Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and held it in 3 quarters.
  • Beck Capital Management's WisdomTree India Earnings Fund ETF position peaked at $3.06M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2023.

Based on Beck Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.