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Synovus Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Synovus Financial’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
-6,510
Closed -$328K – 886
2024
Q3 		$328K Buy
+6,510
New +$321K ﹤0.01% 777
2020
Q3 		– Sell
-16,905
Closed -$339K – 896
2020
Q2 		$339K Sell
16,905
-688
-4% -$12.5K ﹤0.01% 550
2020
Q1 		$284K Buy
17,593
+374
+2% +$8.34K ﹤0.01% 682
2019
Q4 		$430K Sell
17,219
-2,985
-15% -$72.4K 0.01% 506
2019
Q3 		$482K Buy
20,204
+48
+0.2% +$1.15K 0.01% 466
2019
Q2 		$525K Sell
20,156
-2,761
-12% -$71.6K 0.01% 450
2019
Q1 		$603K Buy
22,917
+1,191
+5% +$29.2K 0.01% 413
2018
Q4 		$538K Sell
21,726
-9,237
-30% -$216K 0.01% 408
2018
Q3 		$746K Buy
30,963
+7,454
+32% +$194K 0.01% 388
2018
Q2 		$593K Sell
23,509
-783
-3% -$20.4K 0.01% 415
2018
Q1 		$637K Sell
24,292
-751
-3% -$20.7K 0.01% 404
2017
Q4 		$698K Buy
25,043
+1,256
+5% +$33.5K 0.01% 364
2017
Q3 		$598K Buy
23,787
+785
+3% +$20.4K 0.01% 378
2017
Q2 		$564K Buy
23,002
+12
+0.1% +$298 0.01% 392
2017
Q1 		$554K Buy
22,990
+16
+0.1% +$356 0.01% 340
2016
Q4 		$463K Buy
22,974
+201
+0.9% +$4.18K 0.01% 354
2016
Q3 		$492K Buy
22,773
+3,932
+21% +$84.1K 0.01% 337
2016
Q2 		$379K Buy
18,841
+4,456
+31% +$87.3K 0.01% 377
2016
Q1 		$281K Sell
14,385
-450
-3% -$8.21K 0.01% 415
2015
Q4 		$295K Buy
14,835
+6
+0% +$119 0.01% 395
2015
Q3 		$296K Buy
14,829
+11,205
+309% +$233K 0.01% 390
2015
Q2 		$79K Sell
3,624
-2,981
-45% -$65.6K ﹤0.01% 542
2015
Q1 		$151K Buy
6,605
+5,815
+736% +$136K ﹤0.01% 477
2014
Q4 		$17K Sell
790
-2,695
-77% -$60.6K ﹤0.01% 795
2014
Q3 		$76K Buy
+3,485
New +$78.5K ﹤0.01% 550
2013
Q4 		– Sell
-500
Closed -$8K – 896
2013
Q3 		$8K Hold
500
– – ﹤0.01% 759
2013
Q2 		$8K Buy
+500
New +$8.9K ﹤0.01% 734

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

Synovus Financial's EPI Position: Q4 2024 in Review

Synovus Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 6,510 shares — an estimated $328K sold.

Synovus Financial first reported a position in EPI in Q2 2013 and held it in 27 quarters. The position peaked at $746K in Q3 2018. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Synovus Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Synovus Financial sold 6,510 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $328K.
  • Synovus Financial first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 27 quarters.
  • Synovus Financial's WisdomTree India Earnings Fund ETF position peaked at $746K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.