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

Raleigh 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
2025
Q1 		– Sell
-153
Closed -$6.93K – 709
2024
Q4 		$6.93K Hold
153
– – ﹤0.01% 671
2024
Q3 		$7.72K Hold
153
– – ﹤0.01% 640
2024
Q2 		$7.39K Hold
153
– – ﹤0.01% 620
2024
Q1 		$6.67K Hold
153
– – ﹤0.01% 612
2023
Q4 		$6.27K Hold
153
– – ﹤0.01% 691
2023
Q3 		$5.62K Hold
153
– – ﹤0.01% 668
2023
Q2 		$5.32K Hold
153
– – ﹤0.01% 632
2023
Q1 		$4.83K Hold
153
– – ﹤0.01% 612
2022
Q4 		$4.99K Hold
153
– – ﹤0.01% 550
2022
Q3 		$5K Hold
153
– – ﹤0.01% 478
2022
Q2 		$5K Hold
153
– – ﹤0.01% 440
2022
Q1 		$6K Buy
+153
New +$5.55K ﹤0.01% 430

Other funds holding EPI

NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raleigh Capital Management's EPI Position: Q1 2025 in Review

Raleigh Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2025, closing a stake of 153 shares — an estimated $6.93K sold.

Raleigh Capital Management first reported a position in EPI in Q1 2022 and held it in 12 quarters. The position peaked at $7.72K in Q3 2024. 296 funds tracked by Wall St. Rank hold EPI as of Q1 2025.

  • Raleigh Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 153 WisdomTree India Earnings Fund ETF shares in Q1 2025, an estimated $6.93K.
  • Raleigh Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2022 and held it in 12 quarters.
  • Raleigh Capital Management's WisdomTree India Earnings Fund ETF position peaked at $7.72K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.