SeaCrest Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

SeaCrest Wealth 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 Q4	–	Sell	-4,386	Closed	-$221K	–	667
2024 Q3	$221K	Hold	4,386	–	–	0.02%	585
2024 Q2	$212K	Buy	+4,386	New	+$200K	0.02%	566
2022 Q3	–	Sell	-1,170	Closed	-$35K	–	876
2022 Q2	$35K	Buy	+1,170	New	+$39.9K	﹤0.01%	1266
2019 Q2	–	Sell	-1,648	Closed	-$43K	–	900
2019 Q1	$43K	Hold	1,648	–	–	0.01%	993
2018 Q4	$41K	Hold	1,648	–	–	0.01%	969
2018 Q3	$40K	Hold	1,648	–	–	0.01%	1090
2018 Q2	$41K	Buy	1,648 +388	+31%	+$10.1K	0.01%	1058
2018 Q1	$33K	Hold	1,260	–	–	0.01%	1127
2017 Q4	$35K	Buy	+1,260	New	+$33.6K	0.01%	1110

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SeaCrest Wealth Management's EPI Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 4,386 shares — an estimated $221K sold.

SeaCrest Wealth Management first reported a position in EPI in Q4 2017 and held it in 9 quarters. The position peaked at $221K in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

SeaCrest Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 4,386 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $221K.
SeaCrest Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 9 quarters.
SeaCrest Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $221K in Q3 2024.
329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.