Lodestar Private Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lodestar Private Asset 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 Q4	–	Sell	-10,407	Closed	-$525K	–	213
2024 Q3	$525K	Buy	10,407 +609	+6%	+$30K	0.07%	134
2024 Q2	$473K	Buy	9,798 +95	+1%	+$4.33K	0.07%	136
2024 Q1	$423K	Buy	+9,703	New	+$417K	0.06%	143

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

Lodestar Private Asset Management's EPI Position: Q4 2024 in Review

Lodestar Private Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 10,407 shares — an estimated $525K sold.

Lodestar Private Asset Management first reported a position in EPI in Q1 2024 and held it in 3 quarters. The position peaked at $525K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

Lodestar Private Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
Lodestar Private Asset Management sold 10,407 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $525K.
Lodestar Private Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 3 quarters.
Lodestar Private Asset Management's WisdomTree India Earnings Fund ETF position peaked at $525K in Q3 2024.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Lodestar Private Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.