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Gladstone Institutional Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Gladstone Institutional Advisory’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
-23,435
Closed -$1.18M – 708
2024
Q3 		$1.18M Sell
23,435
-5,612
-19% -$277K 0.06% 299
2024
Q2 		$1.4M Buy
29,047
+21,372
+278% +$974K 0.07% 267
2024
Q1 		$334K Buy
+7,675
New +$330K 0.02% 507

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

Gladstone Institutional Advisory's EPI Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 23,435 shares — an estimated $1.18M sold.

Gladstone Institutional Advisory first reported a position in EPI in Q1 2024 and held it in 3 quarters. The position peaked at $1.4M in Q2 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 23,435 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $1.18M.
  • Gladstone Institutional Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 3 quarters.
  • Gladstone Institutional Advisory's WisdomTree India Earnings Fund ETF position peaked at $1.4M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.