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

Fortis 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
2023
Q2 		– Sell
-45
Closed -$1.42K – 262
2023
Q1 		$1.42K Sell
45
-1,000
-96% -$32.2K ﹤0.01% 592
2022
Q4 		$34.1K Buy
+1,045
New +$33.9K 0.02% 342

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortis Capital Advisors's EPI Position: Q2 2023 in Review

Fortis Capital Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2023, closing a stake of 45 shares — an estimated $1.42K sold.

Fortis Capital Advisors first reported a position in EPI in Q4 2022 and held it in 2 quarters. The position peaked at $34.1K in Q4 2022. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2023.

  • Fortis Capital Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 45 WisdomTree India Earnings Fund ETF shares in Q2 2023, an estimated $1.42K.
  • Fortis Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's WisdomTree India Earnings Fund ETF position peaked at $34.1K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.