Fulcrum Equity Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Fulcrum Equity Management’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
2022 Q2	–	Sell	-7,136	Closed	-$257K	–	78
2022 Q1	$257K	Sell	7,136 -1,592	-18%	-$57.8K	0.15%	92
2021 Q4	$318K	Buy	8,728 +292	+3%	+$10.9K	0.12%	125
2021 Q3	$315K	Buy	+8,436	New	+$300K	0.12%	124

Other funds holding EPI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fulcrum Equity Management's EPI Position: Q2 2022 in Review

Fulcrum Equity Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2022, closing a stake of 7,136 shares — an estimated $257K sold.

Fulcrum Equity Management first reported a position in EPI in Q3 2021 and held it in 3 quarters. The position peaked at $318K in Q4 2021. 132 funds tracked by Wall St. Rank hold EPI as of Q2 2022.

Fulcrum Equity Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 7,136 WisdomTree India Earnings Fund ETF shares in Q2 2022, an estimated $257K.
Fulcrum Equity Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2021 and held it in 3 quarters.
Fulcrum Equity Management's WisdomTree India Earnings Fund ETF position peaked at $318K in Q4 2021.
132 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.