Carolinas Wealth Consulting’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-5,000	Closed	-$252K	–	1071
2024 Q3	$252K	Hold	5,000	–	–	0.05%	165
2024 Q2	$241K	Hold	5,000	–	–	0.05%	162
2024 Q1	$218K	Hold	5,000	–	–	0.04%	164
2023 Q4	$205K	Hold	5,000	–	–	0.04%	158
2023 Q3	$179K	Hold	5,000	–	–	0.04%	150
2023 Q2	$174K	Buy	+5,000	New	+$166K	0.03%	183
2021 Q4	–	Sell	-190	Closed	-$7K	–	975
2021 Q3	$7K	Hold	190	–	–	﹤0.01%	626
2021 Q2	$6K	Hold	190	–	–	﹤0.01%	672
2021 Q1	$6K	Hold	190	–	–	﹤0.01%	675
2020 Q4	$6K	Buy	+190	New	+$4.95K	﹤0.01%	630

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's EPI Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 5,000 shares — an estimated $252K sold.

Carolinas Wealth Consulting first reported a position in EPI in Q4 2020 and held it in 10 quarters. The position peaked at $252K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

Carolinas Wealth Consulting reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 5,000 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $252K.
Carolinas Wealth Consulting first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and held it in 10 quarters.
Carolinas Wealth Consulting's WisdomTree India Earnings Fund ETF position peaked at $252K in Q3 2024.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.