WC
EPI icon

Westwind Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Westwind Capital’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
-20,828
Closed -$1.05M – 42
2024
Q3 		$1.05M Sell
20,828
-16,848
-45% -$831K 0.26% 29
2024
Q2 		$522K Buy
37,676
+27,285
+263% +$1.24M 0.13% 30
2024
Q1 		$453K Buy
10,391
+201
+2% +$8.64K 0.11% 31
2023
Q4 		$418K Buy
+10,190
New +$386K 0.11% 30

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Westwind Capital's EPI Position: Q4 2024 in Review

Westwind Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2024, closing a stake of 20,828 shares — an estimated $1.05M sold.

Westwind Capital first reported a position in EPI in Q4 2023 and held it in 4 quarters. The position peaked at $1.05M in Q3 2024. 329 funds tracked by Wall St. Rank hold EPI as of Q4 2024.

  • Westwind Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2024 after selling out during the quarter.
  • Westwind Capital sold 20,828 WisdomTree India Earnings Fund ETF shares in Q4 2024, an estimated $1.05M.
  • Westwind Capital first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 4 quarters.
  • Westwind Capital's WisdomTree India Earnings Fund ETF position peaked at $1.05M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2024.

Based on Westwind Capital's 13F filing for Q4 2024, filed 7 Jan 2025.