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

Retirement 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 Q1	$4.4K	Hold	101	–	–	﹤0.01%	579
2023 Q4	$4.14K	Buy	101 +26	+35%	+$985	﹤0.01%	550
2023 Q3	$2.76K	Hold	75	–	–	﹤0.01%	547
2023 Q2	$2.61K	Hold	75	–	–	﹤0.01%	589
2023 Q1	$2K	Hold	75	–	–	﹤0.01%	581
2022 Q4	$2K	Hold	75	–	–	﹤0.01%	515
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	394
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	616
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	588
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	572
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	486
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	535
2021 Q1	$2K	Sell	75 -26	-26%	-$808	﹤0.01%	630
2020 Q4	$2K	Hold	101	–	–	﹤0.01%	575
2020 Q3	$2K	Hold	101	–	–	﹤0.01%	563
2020 Q2	$2K	Buy	+101	New	+$1.84K	﹤0.01%	538
2019 Q4	$3K	Buy	+101	New	+$2.45K	﹤0.01%	489

Other funds holding EPI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Retirement Group's EPI Position: Q1 2024 in Review

Retirement Group held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2024 at 101 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Retirement Group first reported a position in EPI in Q4 2019 and has held it in 17 quarters since. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

Retirement Group held 101 shares of WisdomTree India Earnings Fund ETF worth $4.4K as of Q1 2024.
Retirement Group left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2024.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #579 holding.
Retirement Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 17 quarters since.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.