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Karp Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Karp Capital Management’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
2022
Q4 		– Sell
-159,752
Closed -$4.88M – 22
2022
Q3 		$4.88M Sell
159,752
-19,853
-11% -$631K 1% 40
2022
Q2 		$5.33M Buy
+179,605
New +$6.12M 0.94% 41

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Karp Capital Management's EPI Position: Q4 2022 in Review

Karp Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2022, closing a stake of 159,752 shares — an estimated $4.88M sold.

Karp Capital Management first reported a position in EPI in Q2 2022 and held it in 2 quarters. The position peaked at $5.33M in Q2 2022. 135 funds tracked by Wall St. Rank hold EPI as of Q4 2022.

  • Karp Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 159,752 WisdomTree India Earnings Fund ETF shares in Q4 2022, an estimated $4.88M.
  • Karp Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2022 and held it in 2 quarters.
  • Karp Capital Management's WisdomTree India Earnings Fund ETF position peaked at $5.33M in Q2 2022.
  • 135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.