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Credit Suisse’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Credit Suisse’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
Q1 		– Sell
-31,905
Closed -$1.31M – 2967
2023
Q4 		$1.31M Sell
31,905
-662
-2% -$25.1K ﹤0.01% 2161
2023
Q3 		$1.2M Sell
32,567
-7,786
-19% -$282K ﹤0.01% 2179
2023
Q2 		$1.4M Sell
40,353
-115,045
-74% -$3.81M ﹤0.01% 2157
2023
Q1 		$4.9M Sell
155,398
-9,344
-6% -$301K ﹤0.01% 1325
2022
Q4 		$5.37M Sell
164,742
-19,172
-10% -$621K 0.01% 1259
2022
Q3 		$5.62M Sell
183,914
-48,053
-21% -$1.53M 0.01% 1190
2022
Q2 		$6.88M Buy
231,967
+32,495
+16% +$1.11M 0.01% 1107
2022
Q1 		$7.18M Sell
199,472
-23,570
-11% -$855K 0.01% 1218
2021
Q4 		$8.14M Sell
223,042
-92,528
-29% -$3.46M ﹤0.01% 1656
2021
Q3 		$11.8M Buy
315,570
+24,478
+8% +$871K 0.01% 1422
2021
Q2 		$9.86M Buy
291,092
+23,212
+9% +$756K 0.01% 1575
2021
Q1 		$8.44M Sell
267,880
-47,462
-15% -$1.48M ﹤0.01% 1697
2020
Q4 		$9.21M Sell
315,342
-10,334
-3% -$269K ﹤0.01% 1637
2020
Q3 		$7.69M Sell
325,676
-1,114,429
-77% -$25.3M ﹤0.01% 1521
2020
Q2 		$28.8M Buy
1,440,105
+739,807
+106% +$13.5M 0.02% 773
2020
Q1 		$11.3M Buy
700,298
+427,557
+157% +$9.53M 0.01% 1120
2019
Q4 		$6.79M Buy
272,741
+35,225
+15% +$855K ﹤0.01% 1669
2019
Q3 		$5.67M Buy
237,516
+24,678
+12% +$593K ﹤0.01% 1660
2019
Q2 		$5.55M Sell
212,838
-178,521
-46% -$4.63M ﹤0.01% 1687
2019
Q1 		$10.3M Buy
391,359
+313,227
+401% +$7.69M 0.01% 1226
2018
Q4 		$1.94M Sell
78,132
-47,445
-38% -$1.11M ﹤0.01% 2271
2018
Q3 		$3.03M Sell
125,577
-38,608
-24% -$1M ﹤0.01% 2043
2018
Q2 		$4.13M Sell
164,185
-421,878
-72% -$11M ﹤0.01% 1872
2018
Q1 		$15.4M Buy
586,063
+519,314
+778% +$14.3M 0.01% 999
2017
Q4 		$1.86M Buy
66,749
+19,586
+42% +$522K ﹤0.01% 2491
2017
Q3 		$1.19M Sell
47,163
-93,014
-66% -$2.42M ﹤0.01% 2964
2017
Q2 		$3.44M Sell
140,177
-29,424
-17% -$730K ﹤0.01% 1865
2017
Q1 		$4.09M Buy
169,601
+69,926
+70% +$1.56M ﹤0.01% 1804
2016
Q4 		$2.01M Buy
99,675
+49,919
+100% +$1.04M ﹤0.01% 2435
2016
Q3 		$1.08M Buy
49,756
+23,973
+93% +$513K ﹤0.01% 2898
2016
Q2 		$521K Buy
25,783
+6,203
+32% +$122K ﹤0.01% 3399
2016
Q1 		$382K Sell
19,580
-24,513
-56% -$447K ﹤0.01% 3387
2015
Q4 		$875K Buy
44,093
+10,304
+30% +$205K ﹤0.01% 2924
2015
Q3 		$673K Sell
33,789
-96,888
-74% -$2.01M ﹤0.01% 3171
2015
Q2 		$2.83M Buy
130,677
+11,841
+10% +$261K ﹤0.01% 2261
2015
Q1 		$2.71M Buy
118,836
+62,287
+110% +$1.45M ﹤0.01% 2141
2014
Q4 		$1.25M Sell
56,549
-291,127
-84% -$6.54M ﹤0.01% 2946
2014
Q3 		$7.62M Buy
347,676
+63,099
+22% +$1.42M 0.01% 1464
2014
Q2 		$6.39M Sell
284,577
-310,989
-52% -$6.48M 0.01% 1737
2014
Q1 		$11.3M Buy
595,566
+209,945
+54% +$3.58M 0.01% 1166
2013
Q4 		$6.72M Sell
385,621
-716,025
-65% -$11.9M 0.01% 1587
2013
Q3 		$16.9M Buy
1,101,646
+512,778
+87% +$7.95M 0.02% 833
2013
Q2 		$9.54M Buy
+588,868
New +$10.5M 0.01% 1150

Other funds holding EPI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse's EPI Position: Q1 2024 in Review

Credit Suisse sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 31,905 shares — an estimated $1.31M sold.

Credit Suisse first reported a position in EPI in Q2 2013 and held it in 43 quarters. The position peaked at $28.8M in Q2 2020. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

  • Credit Suisse reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Credit Suisse sold 31,905 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $1.31M.
  • Credit Suisse first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 43 quarters.
  • Credit Suisse's WisdomTree India Earnings Fund ETF position peaked at $28.8M in Q2 2020.
  • 280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.