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Householder Group Estate & Retirement Specialist’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-773
Closed -$39K – 734
2024
Q3 		$39K Hold
773
– – 0.01% 529
2024
Q2 		$37K Buy
773
+100
+15% +$4.56K 0.01% 535
2024
Q1 		$29.3K Hold
673
– – 0.01% 581
2023
Q4 		$27K Hold
673
– – 0.01% 572
2023
Q3 		$24.7K Buy
+673
New +$24.4K 0.01% 592

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 $20.6B AUM 59.59% 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

Householder Group Estate & Retirement Specialist's EPI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 773 shares — an estimated $39K sold.

Householder Group Estate & Retirement Specialist first reported a position in EPI in Q3 2023 and held it in 5 quarters. The position peaked at $39K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 773 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $39K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's WisdomTree India Earnings Fund ETF position peaked at $39K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.