Twin Tree Management
EPI icon

Twin Tree Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Twin Tree Management’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
-63,424
Closed -$3.2M – 1658
2024
Q3 		$3.2M Sell
63,424
-380,806
-86% -$18.8M 0.01% 1031
2024
Q2 		$21.4M Buy
444,230
+433,843
+4,177% +$19.8M 0.05% 347
2024
Q1 		$452K Buy
+10,387
New +$446K ﹤0.01% 1113
2022
Q4 		– Sell
-24
Closed -$1K – 1359
2022
Q3 		$1K Sell
24
-370
-94% -$11.8K ﹤0.01% 1275
2022
Q2 		$12K Buy
+394
New +$13.4K ﹤0.01% 1413
2021
Q4 		– Sell
-1,250
Closed -$47K – 1645
2021
Q3 		$47K Sell
1,250
-10,947
-90% -$389K ﹤0.01% 1472
2021
Q2 		$413K Buy
+12,197
New +$397K ﹤0.01% 1133
2020
Q2 		– Sell
-632,965
Closed -$10.3M – 1523
2020
Q1 		$10.3M Buy
+632,965
New +$14.1M 0.05% 319
2019
Q4 		– Sell
-70,590
Closed -$1.68M – 1279
2019
Q3 		$1.68M Sell
70,590
-46,240
-40% -$1.11M 0.01% 721
2019
Q2 		$3.04M Sell
116,830
-627,770
-84% -$16.3M 0.01% 568
2019
Q1 		$19.6M Buy
+744,600
New +$18.3M 0.1% 179
2018
Q4 		– Sell
-4,931
Closed -$119K – 1366
2018
Q3 		$119K Sell
4,931
-65,144
-93% -$1.7M ﹤0.01% 955
2018
Q2 		$1.76M Buy
70,075
+45,728
+188% +$1.19M 0.01% 657
2018
Q1 		$638K Buy
+24,347
New +$670K 0.01% 750
2017
Q2 		– Sell
-34,896
Closed -$842K – 1005
2017
Q1 		$842K Buy
34,896
+34,811
+40,954% +$775K 0.01% 711
2016
Q4 		$2K Buy
+85
New +$1.77K ﹤0.01% 1123

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin Tree Management's EPI Position: Q4 2024 in Review

Twin Tree Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 63,424 shares — an estimated $3.2M sold.

Twin Tree Management first reported a position in EPI in Q4 2016 and held it in 16 quarters. The position peaked at $21.4M in Q2 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Twin Tree Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Twin Tree Management sold 63,424 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $3.2M.
  • Twin Tree Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 16 quarters.
  • Twin Tree Management's WisdomTree India Earnings Fund ETF position peaked at $21.4M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Twin Tree Management's 13F filing for Q4 2024, filed 10 Feb 2025.