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Truvestments Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Truvestments Capital’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
2023
Q1 		– Sell
-87
Closed -$2.83K – 753
2022
Q4 		$2.83K Buy
+87
New +$2.82K ﹤0.01% 662

Other funds holding EPI

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truvestments Capital's EPI Position: Q1 2023 in Review

Truvestments Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2023, closing a stake of 87 shares — an estimated $2.83K sold.

Truvestments Capital first reported a position in EPI in Q4 2022 and held it in 1 quarter. The position peaked at $2.83K in Q4 2022. 132 funds tracked by Wall St. Rank hold EPI as of Q1 2023.

  • Truvestments Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 87 WisdomTree India Earnings Fund ETF shares in Q1 2023, an estimated $2.83K.
  • Truvestments Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2022 and held it in 1 quarter.
  • Truvestments Capital's WisdomTree India Earnings Fund ETF position peaked at $2.83K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.