Kingsview Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kingsview Wealth 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
2024 Q2	–	Sell	-58,168	Closed	-$2.53M	–	1056
2024 Q1	$2.53M	Buy	+58,168	New	+$2.5M	0.06%	290
2023 Q2	–	Sell	-31,596	Closed	-$997K	–	924
2023 Q1	$997K	Buy	+31,596	New	+$1.02M	0.04%	399
2022 Q1	–	Sell	-25,549	Closed	-$932K	–	905
2021 Q4	$932K	Buy	+25,549	New	+$955K	0.04%	424

Other funds holding EPI

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Kingsview Wealth Management's EPI Position: Q2 2024 in Review

Kingsview Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2024, closing a stake of 58,168 shares — an estimated $2.53M sold.

Kingsview Wealth Management first reported a position in EPI in Q4 2021 and held it in 3 quarters. The position peaked at $2.53M in Q1 2024. 306 funds tracked by Wall St. Rank hold EPI as of Q2 2024.

Kingsview Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 58,168 WisdomTree India Earnings Fund ETF shares in Q2 2024, an estimated $2.53M.
Kingsview Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 3 quarters.
Kingsview Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $2.53M in Q1 2024.
306 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.