RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018 Q4	–	Sell	-500	Closed	-$12.1K	–	746
2018 Q3	$12.1K	Hold	500	–	–	﹤0.01%	206
2018 Q2	$12.6K	Hold	500	–	–	﹤0.01%	190
2018 Q1	$13.1K	Hold	500	–	–	﹤0.01%	194
2017 Q4	$13.9K	Hold	500	–	–	0.01%	180
2017 Q3	$12.6K	Hold	500	–	–	0.01%	191
2017 Q2	$12.3K	Hold	500	–	–	0.01%	190
2017 Q1	$12.1K	Hold	500	–	–	0.01%	165
2016 Q4	$10.1K	Hold	500	–	–	0.01%	176
2016 Q3	$10.8K	Hold	500	–	–	0.01%	173
2016 Q2	$10.1K	Hold	500	–	–	0.01%	173
2016 Q1	$9.76K	Hold	500	–	–	0.01%	183
2015 Q4	$9.93K	Hold	500	–	–	0.01%	171
2015 Q3	$9.96K	Buy	+500	New	+$10.4K	0.01%	171

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EPI Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 500 shares — an estimated $12.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EPI in Q3 2015 and held it in 13 quarters. The position peaked at $13.9K in Q4 2017. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 500 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $12.1K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's WisdomTree India Earnings Fund ETF position peaked at $13.9K in Q4 2017.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.