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Naples Money Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Naples Money 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
Q3 		– Sell
-190
Closed -$9.23K – 396
2024
Q2 		$9.23K Buy
+190
New +$8.66K 0.01% 200

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $20.6B AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Naples Money Management's EPI Position: Q3 2024 in Review

Naples Money Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 190 shares — an estimated $9.23K sold.

Naples Money Management first reported a position in EPI in Q2 2024 and held it in 1 quarter. The position peaked at $9.23K in Q2 2024. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Naples Money Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 190 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $9.23K.
  • Naples Money Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's WisdomTree India Earnings Fund ETF position peaked at $9.23K in Q2 2024.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.