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Hoover Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Hoover Financial 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
2021
Q2 		$88K Hold
2,610
– – 0.02% 218
2021
Q1 		$85K Hold
2,610
– – 0.02% 209
2020
Q4 		$80K Hold
2,610
– – 0.02% 194
2020
Q3 		$62K Hold
2,610
– – 0.02% 132
2020
Q2 		$52K Buy
+2,610
New +$47.5K 0.02% 188

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Hoover Financial Advisors's EPI Position: Q2 2021 in Review

Hoover Financial Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q2 2021 at 2,610 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #218.

Hoover Financial Advisors first reported a position in EPI in Q2 2020 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold EPI as of Q2 2021.

  • Hoover Financial Advisors held 2,610 shares of WisdomTree India Earnings Fund ETF worth $88K as of Q2 2021.
  • Hoover Financial Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q2 2021.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #218 holding.
  • Hoover Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.