Wealthstreet Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wealthstreet Investment Advisors’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
2022 Q1	$54K	Hold	1,500	–	–	1.45%	22
2021 Q4	$55K	Hold	1,500	–	–	1.36%	23
2021 Q3	$56K	Sell	1,500 -2,000	-57%	-$71.2K	1.55%	21
2021 Q2	$119K	Sell	3,500 -30,384	-90%	-$990K	0.62%	40
2021 Q1	$1.07M	Sell	33,884 -44	-0.1%	-$1.37K	0.1%	166
2020 Q4	$991K	Buy	33,928 +217	+0.6%	+$5.66K	0.1%	166
2020 Q3	$795K	Sell	33,711 -4,140	-11%	-$94.1K	0.09%	173
2020 Q2	$758K	Sell	37,851 -1,212	-3%	-$22.1K	0.09%	168
2020 Q1	$633K	Sell	39,063 -11,685	-23%	-$260K	0.09%	162
2019 Q4	$1.26M	Buy	50,748 +31,400	+162%	+$762K	0.15%	132
2019 Q3	$473K	Sell	19,348 -5,143	-21%	-$124K	0.06%	229
2019 Q2	$638K	Sell	24,491 -1,321	-5%	-$34.3K	0.08%	191
2019 Q1	$680K	Sell	25,812 -6,436	-20%	-$158K	0.09%	186
2018 Q4	$763K	Sell	32,248 -12,650	-28%	-$295K	0.11%	160
2018 Q3	$1.08M	Sell	44,898 -506	-1%	-$13.2K	0.13%	146
2018 Q2	$1.14M	Sell	45,404 -2,211	-5%	-$57.5K	0.15%	138
2018 Q1	$1.25M	Sell	47,615 -500	-1%	-$13.8K	0.16%	132
2017 Q4	$1.34M	Buy	+48,115	New	+$1.28M	0.16%	130

Other funds holding EPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wealthstreet Investment Advisors's EPI Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q1 2022 at 1,500 shares worth $54K. The position accounts for 1.45% of the portfolio, ranked #22.

Wealthstreet Investment Advisors first reported a position in EPI in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.34M in Q4 2017. 136 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

Wealthstreet Investment Advisors held 1,500 shares of WisdomTree India Earnings Fund ETF worth $54K as of Q1 2022.
Wealthstreet Investment Advisors left its WisdomTree India Earnings Fund ETF share count unchanged in Q1 2022.
WisdomTree India Earnings Fund ETF made up 1.45% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #22 holding.
Wealthstreet Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $1.34M in Q4 2017.
136 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.