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Castleview Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Castleview Partners’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 		– Sell
-2
Closed -$97 – 651
2024
Q2 		$97 Hold
2
– – ﹤0.01% 899
2024
Q1 		$87 Buy
+2
New +$86 ﹤0.01% 881
2022
Q3 		– Sell
-43
Closed -$1.98K – 639
2022
Q2 		$1.98K Buy
+43
New +$1.47K ﹤0.01% 633

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

Castleview Partners's EPI Position: Q3 2024 in Review

Castleview Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 2 shares — an estimated $97 sold.

Castleview Partners first reported a position in EPI in Q2 2022 and held it in 3 quarters. The position peaked at $1.98K in Q2 2022. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Castleview Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 2 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $97.
  • Castleview Partners first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and held it in 3 quarters.
  • Castleview Partners's WisdomTree India Earnings Fund ETF position peaked at $1.98K in Q2 2022.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.