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HM Payson & Co’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-70
Closed -$3.38K – 1133
2024
Q2 		$3.38K Buy
+70
New +$3.19K ﹤0.01% 911
2021
Q4 		– Sell
-140
Closed -$5K – 1099
2021
Q3 		$5K Hold
140
– – ﹤0.01% 899
2021
Q2 		$5K Buy
+140
New +$4.56K ﹤0.01% 886

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HM Payson & Co's EPI Position: Q3 2024 in Review

HM Payson & Co sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 70 shares — an estimated $3.38K sold.

HM Payson & Co first reported a position in EPI in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • HM Payson & Co reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 70 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $3.38K.
  • HM Payson & Co first reported a position in WisdomTree India Earnings Fund ETF in Q2 2021 and held it in 3 quarters.
  • HM Payson & Co's WisdomTree India Earnings Fund ETF position peaked at $5K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.