Fischer Investment Strategies’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Fischer Investment Strategies’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	-80,627	Closed	-$4.07M	–	33
2024 Q3	$4.07M	Sell	80,627 -2,216	-3%	-$109K	3.5%	14
2024 Q2	$4M	Buy	82,843 +2,218	+3%	+$101K	3.9%	10
2024 Q1	$3.51M	Buy	+80,625	New	+$3.46M	3.07%	13

Other funds holding EPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Fischer Investment Strategies's EPI Position: Q4 2024 in Review

Fischer Investment Strategies sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 80,627 shares — an estimated $4.07M sold.

Fischer Investment Strategies first reported a position in EPI in Q1 2024 and held it in 3 quarters. The position peaked at $4.07M in Q3 2024. 330 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

Fischer Investment Strategies reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
Fischer Investment Strategies sold 80,627 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $4.07M.
Fischer Investment Strategies first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 3 quarters.
Fischer Investment Strategies's WisdomTree India Earnings Fund ETF position peaked at $4.07M in Q3 2024.
330 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Fischer Investment Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.