KLWA
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Kelly Lawrence W & Associates’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kelly Lawrence W & Associates’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
Q3 		– Sell
-120
Closed -$5.79K – 175
2024
Q2 		$5.79K Hold
120
– – ﹤0.01% 155
2024
Q1 		$5.23K Sell
120
-100
-45% -$4.3K ﹤0.01% 155
2023
Q4 		$9.02K Hold
220
– – ﹤0.01% 144
2023
Q3 		$8.09K Hold
220
– – ﹤0.01% 143
2023
Q2 		$7.59K Hold
220
– – ﹤0.01% 138
2023
Q1 		$6.94K Hold
220
– – ﹤0.01% 143
2022
Q4 		$7.17K Hold
220
– – ﹤0.01% 141
2022
Q3 		$7K Hold
220
– – ﹤0.01% 155
2022
Q2 		$7K Hold
220
– – ﹤0.01% 156
2022
Q1 		$8K Hold
220
– – ﹤0.01% 149
2021
Q4 		$8K Hold
220
– – ﹤0.01% 155
2021
Q3 		$8K Hold
220
– – ﹤0.01% 150
2021
Q2 		$7K Hold
220
– – ﹤0.01% 151
2021
Q1 		$7K Hold
220
– – ﹤0.01% 144
2020
Q4 		$6K Hold
220
– – ﹤0.01% 92
2020
Q3 		$5K Hold
220
– – ﹤0.01% 121
2020
Q2 		$4K Hold
220
– – ﹤0.01% 120
2020
Q1 		$4K Hold
220
– – ﹤0.01% 119
2019
Q4 		$5K Hold
220
– – ﹤0.01% 130
2019
Q3 		$5K Hold
220
– – ﹤0.01% 131
2019
Q2 		$6K Sell
220
-350
-61% -$9.08K ﹤0.01% 129
2019
Q1 		$15K Hold
570
– – ﹤0.01% 119
2018
Q4 		$14K Hold
570
– – ﹤0.01% 120
2018
Q3 		$14K Hold
570
– – ﹤0.01% 128
2018
Q2 		$14K Hold
570
– – ﹤0.01% 129
2018
Q1 		$15K Hold
570
– – ﹤0.01% 131
2017
Q4 		$16K Buy
+570
New +$15.2K ﹤0.01% 143

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Kelly Lawrence W & Associates's EPI Position: Q3 2024 in Review

Kelly Lawrence W & Associates sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 120 shares — an estimated $5.79K sold.

Kelly Lawrence W & Associates first reported a position in EPI in Q4 2017 and held it in 27 quarters. The position peaked at $16K in Q4 2017. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Kelly Lawrence W & Associates reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 120 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $5.79K.
  • Kelly Lawrence W & Associates first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 27 quarters.
  • Kelly Lawrence W & Associates's WisdomTree India Earnings Fund ETF position peaked at $16K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Kelly Lawrence W & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.