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

Wetzel 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
2024
Q3 		– Sell
-200
Closed -$8.71K – 351
2024
Q2 		$8.71K Hold
200
– – 0.01% 484
2024
Q1 		$8.76K Hold
200
– – 0.01% 562
2023
Q4 		$8K Buy
+200
New +$7.58K ﹤0.01% 572

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wetzel Investment Advisors's EPI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 200 shares — an estimated $8.71K sold.

Wetzel Investment Advisors first reported a position in EPI in Q4 2023 and held it in 3 quarters. The position peaked at $8.76K in Q1 2024. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 200 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $8.71K.
  • Wetzel Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $8.76K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.