BA
EPI icon

Bridge Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bridge Advisory’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 		$711K Sell
14,094
-519
-4% -$25.6K 0.34% 61
2024
Q2 		$706K Buy
14,613
+706
+5% +$32.2K 0.35% 62
2024
Q1 		$606K Buy
+13,907
New +$597K 0.3% 67

Other funds holding EPI

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bridge Advisory's EPI Position: Q3 2024 in Review

Bridge Advisory reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 3.6% in Q3 2024, selling an estimated $25.6K and leaving 14,094 shares worth $711K. The position accounts for 0.34% of the portfolio, ranked #61.

Bridge Advisory first reported a position in EPI in Q1 2024 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Bridge Advisory held 14,094 shares of WisdomTree India Earnings Fund ETF worth $711K as of Q3 2024.
  • Bridge Advisory sold 519 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $25.6K.
  • WisdomTree India Earnings Fund ETF made up 0.34% of Bridge Advisory's portfolio in Q3 2024, its #61 holding.
  • Bridge Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.