FinTrust Capital Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

FinTrust Capital Advisors’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	$393K	Hold	7,783	–	–	0.07%	204
2024 Q2	$376K	Hold	7,783	–	–	0.07%	198
2024 Q1	$339K	Hold	7,783	–	–	0.07%	211
2023 Q4	$319K	Hold	7,783	–	–	0.06%	215
2023 Q3	$286K	Hold	7,783	–	–	0.06%	218
2023 Q2	$254K	Hold	7,783	–	–	0.06%	231
2023 Q1	$254K	Hold	7,783	–	–	0.06%	226
2022 Q4	$254K	Hold	7,783	–	–	0.06%	228
2022 Q3	$242K	Hold	7,783	–	–	0.06%	238
2022 Q2	$240K	Sell	7,783 -195	-2%	-$6.64K	0.06%	241
2022 Q1	$287K	Hold	7,978	–	–	0.07%	234
2021 Q4	$291K	Hold	7,978	–	–	0.07%	238
2021 Q3	$298K	Hold	7,978	–	–	0.08%	219
2021 Q2	$270K	Hold	7,978	–	–	0.07%	239
2021 Q1	$251K	Hold	7,978	–	–	0.07%	230
2020 Q4	$233K	Hold	7,978	–	–	0.07%	226
2020 Q3	$188	Buy	7,978 +3,572	+81%	+$81.2K	0.04%	246
2020 Q2	$88K	Hold	4,406	–	–	0.03%	361
2020 Q1	$71K	Hold	4,406	–	–	0.03%	352
2019 Q4	$110K	Hold	4,406	–	–	0.04%	308
2019 Q3	$105K	Hold	4,406	–	–	0.04%	328
2019 Q2	$115K	Hold	4,406	–	–	0.05%	272
2019 Q1	$116K	Hold	4,406	–	–	0.05%	257
2018 Q4	$109K	Buy	+4,406	New	+$103K	0.05%	252

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

FinTrust Capital Advisors's EPI Position: Q3 2024 in Review

FinTrust Capital Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2024 at 7,783 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #204.

FinTrust Capital Advisors first reported a position in EPI in Q4 2018 and has held it in 24 quarters since. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

FinTrust Capital Advisors held 7,783 shares of WisdomTree India Earnings Fund ETF worth $393K as of Q3 2024.
FinTrust Capital Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2024.
WisdomTree India Earnings Fund ETF made up 0.07% of FinTrust Capital Advisors's portfolio in Q3 2024, its #204 holding.
FinTrust Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and has held it in 24 quarters since.
327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.