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

Penserra 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
2024 Q2	–	Sell	-180	Closed	-$7K	–	1284
2024 Q1	$7K	Sell	180 -4	-2%	-$172	﹤0.01%	960
2023 Q4	$7K	Sell	184 -12	-6%	-$455	﹤0.01%	1104
2023 Q3	$7K	Buy	+196	New	+$7.09K	﹤0.01%	1095
2019 Q3	–	Sell	-18,873	Closed	-$491K	–	881
2019 Q2	$491K	Buy	+18,873	New	+$490K	0.04%	319

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

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

DCM

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Penserra Capital Management's EPI Position: Q2 2024 in Review

Penserra Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2024, closing a stake of 180 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in EPI in Q2 2019 and held it in 4 quarters. The position peaked at $491K in Q2 2019. 306 funds tracked by Wall St. Rank hold EPI as of Q2 2024.

Penserra Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2024 after selling out during the quarter.
Penserra Capital Management sold 180 WisdomTree India Earnings Fund ETF shares in Q2 2024, an estimated $7K.
Penserra Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and held it in 4 quarters.
Penserra Capital Management's WisdomTree India Earnings Fund ETF position peaked at $491K in Q2 2019.
306 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.