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

Executive Wealth Management’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 		$508K Buy
11,213
+5,973
+114% +$283K 0.04% 163
2024
Q3 		$264K Buy
+5,240
New +$258K 0.02% 231

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

Executive Wealth Management's EPI Position: Q4 2024 in Review

Executive Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 114% in Q4 2024, buying an estimated $283K and bringing the position to 11,213 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #163.

Executive Wealth Management first reported a position in EPI in Q3 2024 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Executive Wealth Management held 11,213 shares of WisdomTree India Earnings Fund ETF worth $508K as of Q4 2024.
  • Executive Wealth Management bought 5,973 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $283K.
  • WisdomTree India Earnings Fund ETF made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #163 holding.
  • Executive Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

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