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WIA
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
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30.48%
1-Year Est. Return
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$13.6B AUM
173.98%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
MD
Money Design
Tokyo, Japan
$2.14B AUM
10.33%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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