LMKC
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L.M. Kohn & Company’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

L.M. Kohn & Company’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
Q4 		– Sell
-18,334
Closed -$925K – 270
2024
Q3 		$925K Buy
18,334
+2,000
+12% +$98.6K 0.23% 92
2024
Q2 		$789K Buy
16,334
+2,500
+18% +$114K 0.21% 102
2024
Q1 		$603K Buy
13,834
+3,000
+28% +$129K 0.17% 129
2023
Q4 		$444K Sell
10,834
-583
-5% -$22.1K 0.14% 137
2023
Q3 		$420K Buy
+11,417
New +$413K 0.15% 131

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

L.M. Kohn & Company's EPI Position: Q4 2024 in Review

L.M. Kohn & Company sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 18,334 shares — an estimated $925K sold.

L.M. Kohn & Company first reported a position in EPI in Q3 2023 and held it in 5 quarters. The position peaked at $925K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • L.M. Kohn & Company reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 18,334 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $925K.
  • L.M. Kohn & Company first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and held it in 5 quarters.
  • L.M. Kohn & Company's WisdomTree India Earnings Fund ETF position peaked at $925K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.