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Sittner & Nelson’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sittner & Nelson’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
-54
Closed -$2.35K – 460
2024
Q1 		$2.35K Buy
+54
New +$2.32K ﹤0.01% 436

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 $9.12B AUM 42.07% 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 $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
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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Sittner & Nelson's EPI Position: Q2 2024 in Review

Sittner & Nelson sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2024, closing a stake of 54 shares — an estimated $2.35K sold.

Sittner & Nelson first reported a position in EPI in Q1 2024 and held it in 1 quarter. The position peaked at $2.35K in Q1 2024. 306 funds tracked by Wall St. Rank hold EPI as of Q2 2024.

  • Sittner & Nelson reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 54 WisdomTree India Earnings Fund ETF shares in Q2 2024, an estimated $2.35K.
  • Sittner & Nelson first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's WisdomTree India Earnings Fund ETF position peaked at $2.35K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.