Manulife (Manufacturers Life Insurance)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2023 Q4	–	Sell	-7,160	Closed	-$263K	–	2981
2023 Q3	$263K	Buy	+7,160	New	+$259K	﹤0.01%	2441
2020 Q2	–	Sell	-31,632	Closed	-$512K	–	2867
2020 Q1	$512K	Buy	+31,632	New	+$705K	﹤0.01%	1826
2019 Q4	–	Sell	-38,007	Closed	-$913K	–	2878
2019 Q3	$913K	Buy	38,007 +29,339	+338%	+$705K	﹤0.01%	1699
2019 Q2	$226K	Sell	8,668 -31,909	-79%	-$828K	﹤0.01%	2566
2019 Q1	$1.07M	Sell	40,577 -14,485	-26%	-$355K	﹤0.01%	1652
2018 Q4	$1.37M	Buy	55,062 +9,843	+22%	+$230K	﹤0.01%	1467
2018 Q3	$1.09M	Sell	45,219 -7,441	-14%	-$194K	﹤0.01%	1737
2018 Q2	$1.32M	Sell	52,660 -6,963	-12%	-$181K	﹤0.01%	1702
2018 Q1	$1.56M	Buy	+59,623	New	+$1.64M	﹤0.01%	1593
2016 Q4	–	Sell	-1,300	Closed	-$28K	–	4374
2016 Q3	$28K	Sell	1,300 -900	-41%	-$19.3K	﹤0.01%	3508
2016 Q2	$44K	Buy	+2,200	New	+$43.1K	﹤0.01%	3392

Other funds holding EPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s EPI Position: Q4 2023 in Review

Manulife (Manufacturers Life Insurance) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2023, closing a stake of 7,160 shares — an estimated $263K sold.

Manulife (Manufacturers Life Insurance) first reported a position in EPI in Q2 2016 and held it in 11 quarters. The position peaked at $1.56M in Q1 2018. 215 funds tracked by Wall St. Rank hold EPI as of Q4 2023.

Manulife (Manufacturers Life Insurance) reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2023 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 7,160 WisdomTree India Earnings Fund ETF shares in Q4 2023, an estimated $263K.
Manulife (Manufacturers Life Insurance) first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and held it in 11 quarters.
Manulife (Manufacturers Life Insurance)'s WisdomTree India Earnings Fund ETF position peaked at $1.56M in Q1 2018.
215 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2023.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2023, filed 13 Feb 2024.