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Foundations Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Foundations Investment 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
Q4 		– Sell
-12,982
Closed -$655K – 853
2024
Q3 		$655K Sell
12,982
-7,732
-37% -$381K 0.01% 449
2024
Q2 		$1M Sell
20,714
-3,392
-14% -$155K 0.02% 335
2024
Q1 		$1.05M Buy
+24,106
New +$1.04M 0.03% 316

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

Foundations Investment Advisors's EPI Position: Q4 2024 in Review

Foundations Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 12,982 shares — an estimated $655K sold.

Foundations Investment Advisors first reported a position in EPI in Q1 2024 and held it in 3 quarters. The position peaked at $1.05M in Q1 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Foundations Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,982 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $655K.
  • Foundations Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.05M in Q1 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.