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

CreativeOne Wealth’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
-8,468
Closed -$427K – 1081
2024
Q3 		$427K Buy
+8,468
New +$418K 0.01% 682
2022
Q1 		– Sell
-64,388
Closed -$2.35M – 754
2021
Q4 		$2.35M Buy
64,388
+20,752
+48% +$776K 0.12% 150
2021
Q3 		$1.63M Buy
+43,636
New +$1.55M 0.1% 184
2020
Q4 		– Sell
-44,421
Closed -$1.05M – 509
2020
Q3 		$1.05M Sell
44,421
-5,778
-12% -$131K 0.15% 98
2020
Q2 		$1M Buy
+50,199
New +$914K 0.16% 82

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
Jane Street
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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CreativeOne Wealth's EPI Position: Q4 2024 in Review

CreativeOne Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 8,468 shares — an estimated $427K sold.

CreativeOne Wealth first reported a position in EPI in Q2 2020 and held it in 5 quarters. The position peaked at $2.35M in Q4 2021. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • CreativeOne Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 8,468 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $427K.
  • CreativeOne Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and held it in 5 quarters.
  • CreativeOne Wealth's WisdomTree India Earnings Fund ETF position peaked at $2.35M in Q4 2021.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

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