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Focus Financial Network’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Focus Financial Network’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
2021
Q4 		– Sell
-36,277
Closed -$1.36M – 379
2021
Q3 		$1.36M Buy
36,277
+658
+2% +$23.4K 0.18% 133
2021
Q2 		$1.21M Buy
+35,619
New +$1.16M 0.16% 139

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Financial Network's EPI Position: Q4 2021 in Review

Focus Financial Network sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2021, closing a stake of 36,277 shares — an estimated $1.36M sold.

Focus Financial Network first reported a position in EPI in Q2 2021 and held it in 2 quarters. The position peaked at $1.36M in Q3 2021. 139 funds tracked by Wall St. Rank hold EPI as of Q4 2021.

  • Focus Financial Network reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2021 after selling out during the quarter.
  • Focus Financial Network sold 36,277 WisdomTree India Earnings Fund ETF shares in Q4 2021, an estimated $1.36M.
  • Focus Financial Network first reported a position in WisdomTree India Earnings Fund ETF in Q2 2021 and held it in 2 quarters.
  • Focus Financial Network's WisdomTree India Earnings Fund ETF position peaked at $1.36M in Q3 2021.
  • 139 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2021.

Based on Focus Financial Network's 13F filing for Q4 2021, filed 24 Jul 2024.