J. Goldman & Co’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

J. Goldman & 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
2023 Q3	–	Sell	-15,000	Closed	-$522K	–	393
2023 Q2	$522K	Buy	+15,000	New	+$497K	0.02%	289
2017 Q2	–	Sell	-14,200	Closed	-$343K	–	333
2017 Q1	$343K	Buy	+14,200	New	+$316K	0.02%	287
2015 Q4	–	Sell	-207,482	Closed	-$4.13M	–	244
2015 Q3	$4.13M	Buy	+207,482	New	+$4.31M	0.35%	94
2015 Q2	–	Sell	-386,500	Closed	-$8.81M	–	261
2015 Q1	$8.81M	Sell	386,500 -3,500	-0.9%	-$81.6K	0.55%	55
2014 Q4	$8.6M	Buy	390,000 +110,000	+39%	+$2.47M	1.02%	23
2014 Q3	$6.13M	Buy	+280,000	New	+$6.3M	0.37%	81
2014 Q1	–	Sell	-280,000	Closed	-$4.88M	–	252
2013 Q4	$4.88M	Buy	+280,000	New	+$4.66M	0.61%	42

Other funds holding EPI

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

J. Goldman & Co's EPI Position: Q3 2023 in Review

J. Goldman & Co sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2023, closing a stake of 15,000 shares — an estimated $522K sold.

J. Goldman & Co first reported a position in EPI in Q4 2013 and held it in 7 quarters. The position peaked at $8.81M in Q1 2015. 172 funds tracked by Wall St. Rank hold EPI as of Q3 2023.

J. Goldman & Co reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2023 after selling out during the quarter.
J. Goldman & Co sold 15,000 WisdomTree India Earnings Fund ETF shares in Q3 2023, an estimated $522K.
J. Goldman & Co first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and held it in 7 quarters.
J. Goldman & Co's WisdomTree India Earnings Fund ETF position peaked at $8.81M in Q1 2015.
172 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.