Monarch Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Monarch Capital 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
2022 Q4	–	Sell	-7,900	Closed	-$241K	–	111
2022 Q3	$241K	Hold	7,900	–	–	0.08%	105
2022 Q2	$234K	Hold	7,900	–	–	0.07%	110
2022 Q1	$284K	Hold	7,900	–	–	0.08%	108
2021 Q4	$288K	Hold	7,900	–	–	0.07%	105
2021 Q3	$295K	Hold	7,900	–	–	0.08%	103
2021 Q2	$267K	Hold	7,900	–	–	0.08%	102
2021 Q1	$249K	Hold	7,900	–	–	0.07%	101
2020 Q4	$231K	Buy	+7,900	New	+$206K	0.07%	100

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Monarch Capital Management's EPI Position: Q4 2022 in Review

Monarch Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2022, closing a stake of 7,900 shares — an estimated $241K sold.

Monarch Capital Management first reported a position in EPI in Q4 2020 and held it in 8 quarters. The position peaked at $295K in Q3 2021. 135 funds tracked by Wall St. Rank hold EPI as of Q4 2022.

Monarch Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2022 after selling out during the quarter.
Monarch Capital Management sold 7,900 WisdomTree India Earnings Fund ETF shares in Q4 2022, an estimated $241K.
Monarch Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and held it in 8 quarters.
Monarch Capital Management's WisdomTree India Earnings Fund ETF position peaked at $295K in Q3 2021.
135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2022.

Based on Monarch Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.