Lake Street Private Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lake Street Private Wealth’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	-148,143	Closed	-$11.6M	–	259
2024 Q3	$11.6M	Buy	148,143 +142,617	+2,581%	+$7.03M	1.87%	9
2024 Q2	$267K	Buy	+5,526	New	+$252K	0.03%	275

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

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 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

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

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

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

Lake Street Private Wealth's EPI Position: Q4 2024 in Review

Lake Street Private Wealth sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 148,143 shares — an estimated $11.6M sold.

Lake Street Private Wealth first reported a position in EPI in Q2 2024 and held it in 2 quarters. The position peaked at $11.6M in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

Lake Street Private Wealth reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
Lake Street Private Wealth sold 148,143 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $11.6M.
Lake Street Private Wealth first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 2 quarters.
Lake Street Private Wealth's WisdomTree India Earnings Fund ETF position peaked at $11.6M in Q3 2024.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.