Meditor Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Meditor Group’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 Q3	$3.06M	Hold	60,700	–	–	6.36%	4
2024 Q2	$2.93M	Hold	60,700	–	–	5.42%	4
2024 Q1	$2.64M	Hold	60,700	–	–	3.89%	4
2023 Q4	$2.49M	Hold	60,700	–	–	3.11%	4
2023 Q3	$2.23M	Sell	60,700 -91,100	-60%	-$3.3M	2.89%	4
2023 Q2	$5.28M	Sell	151,800 -62,000	-29%	-$2.05M	4.59%	4
2023 Q1	$6.74M	Hold	213,800	–	–	5.37%	3
2022 Q4	$6.97M	Hold	213,800	–	–	4.71%	4
2022 Q3	$6.53M	Hold	213,800	–	–	4.34%	4
2022 Q2	$6.34M	Hold	213,800	–	–	3.14%	4
2022 Q1	$7.7M	Hold	213,800	–	–	3.21%	3
2021 Q4	$7.8M	Sell	213,800 -186,200	-47%	-$6.96M	3.52%	4
2021 Q3	$15M	Hold	400,000	–	–	5.14%	4
2021 Q2	$13.5M	Hold	400,000	–	–	4.79%	4
2021 Q1	$12.6M	Hold	400,000	–	–	3.54%	4
2020 Q4	$11.7M	Hold	400,000	–	–	3.25%	5
2020 Q3	$9.44M	Hold	400,000	–	–	2.12%	5
2020 Q2	$8.01M	Hold	400,000	–	–	1.68%	5
2020 Q1	$5.23M	Hold	400,000	–	–	1.8%	5
2019 Q4	$7.51M	Hold	400,000	–	–	2.14%	5
2019 Q3	$9.54M	Hold	400,000	–	–	2.32%	5
2019 Q2	$10.4M	Hold	400,000	–	–	2.1%	5
2019 Q1	$10.5M	Hold	400,000	–	–	1.97%	5
2018 Q4	$9.92M	Hold	400,000	–	–	2.04%	5
2018 Q3	$9.64M	Hold	400,000	–	–	2.07%	4
2018 Q2	$10.1M	Hold	400,000	–	–	1.97%	4
2018 Q1	$10.5M	Hold	400,000	–	–	1.65%	5
2017 Q4	$11.1M	Hold	400,000	–	–	1.43%	7
2017 Q3	$10.1M	Sell	400,000 -230,000	-37%	-$5.98M	1.53%	7
2017 Q2	$15.4M	Hold	630,000	–	–	2.32%	6
2017 Q1	$15.2M	Sell	630,000 -40,000	-6%	-$891K	2.72%	5
2016 Q4	$13.5M	Hold	670,000	–	–	3.34%	3
2016 Q3	$14.5M	Hold	670,000	–	–	4.01%	3
2016 Q2	$13.5M	Buy	+670,000	New	+$13.1M	5.51%	3

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Meditor Group's EPI Position: Q3 2024 in Review

Meditor Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2024 at 60,700 shares worth $3.06M. The position accounts for 6.36% of the portfolio, ranked #4.

Meditor Group first reported a position in EPI in Q2 2016 and has held it in 34 quarters since. The position peaked at $15.4M in Q2 2017. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

Meditor Group held 60,700 shares of WisdomTree India Earnings Fund ETF worth $3.06M as of Q3 2024.
Meditor Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2024.
WisdomTree India Earnings Fund ETF made up 6.36% of Meditor Group's portfolio in Q3 2024, its #4 holding.
Meditor Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and has held it in 34 quarters since.
Meditor Group's WisdomTree India Earnings Fund ETF position peaked at $15.4M in Q2 2017.
327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Meditor Group's 13F filing for Q3 2024, filed 7 Oct 2024.