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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 $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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.