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
2025 Q3	–	Sell	-58,900	Closed	-$2.8M	–	1573
2025 Q2	$2.8M	Buy	+58,900	New	+$2.67M	0.01%	1170
2024 Q3	–	Sell	-84,600	Closed	-$4.08M	–	1590
2024 Q2	$4.08M	Buy	+84,600	New	+$3.86M	0.01%	814
2020 Q2	–	Sell	-762,100	Closed	-$12.3M	–	1524
2020 Q1	$12.3M	Buy	+762,100	New	+$17M	0.06%	276
2019 Q4	–	Sell	-87,000	Closed	-$2.08M	–	1280
2019 Q3	$2.08M	Sell	87,000 -64,500	-43%	-$1.55M	0.01%	675
2019 Q2	$3.95M	Buy	151,500 +58,900	+64%	+$1.53M	0.02%	513
2019 Q1	$2.44M	Buy	+92,600	New	+$2.27M	0.01%	627
2018 Q3	–	Sell	-50,200	Closed	-$1.26M	–	1111
2018 Q2	$1.26M	Sell	50,200 -2,100	-4%	-$54.6K	0.01%	742
2018 Q1	$1.37M	Buy	+52,300	New	+$1.44M	0.01%	605

Other funds holding EPI

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

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

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 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 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 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.