HR
EPI icon

Howe & Rusling’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-55
Closed -$2.25K – 387
2023
Q4 		$2.25K Buy
+55
New +$2.08K ﹤0.01% 357
2014
Q4 		– Sell
-351
Closed -$8K – 913
2014
Q3 		$8K Buy
+351
New +$7.9K ﹤0.01% 522

Other funds holding EPI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howe & Rusling's EPI Position: Q1 2024 in Review

Howe & Rusling sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 55 shares — an estimated $2.25K sold.

Howe & Rusling first reported a position in EPI in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

  • Howe & Rusling reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
  • Howe & Rusling sold 55 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $2.25K.
  • Howe & Rusling first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 2 quarters.
  • Howe & Rusling's WisdomTree India Earnings Fund ETF position peaked at $8K in Q3 2014.
  • 280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.