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Steward Partners Investment Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Steward Partners Investment Solutions’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 		$600K Buy
+13,766
New +$591K 0.1% 134

Other funds holding EPI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Solutions's EPI Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2024: 13,766 shares worth $600K. The stake represents 0.1% of the portfolio and ranks #134 among its holdings.

281 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

  • Steward Partners Investment Solutions held 13,766 shares of WisdomTree India Earnings Fund ETF worth $600K as of Q1 2024.
  • WisdomTree India Earnings Fund ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • WisdomTree India Earnings Fund ETF made up 0.1% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #134 holding.
  • 281 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.