Winslow Evans & Crocker’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$12K	Buy	+418	New	+$10.9K	﹤0.01%	911

Other funds holding EPI

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Winslow Evans & Crocker's EPI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q4 2020: 418 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

124 funds tracked by Wall St. Rank hold EPI as of Q4 2020.

Winslow Evans & Crocker held 418 shares of WisdomTree India Earnings Fund ETF worth $12K as of Q4 2020.
WisdomTree India Earnings Fund ETF was a new Winslow Evans & Crocker position in Q4 2020.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #911 holding.
124 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.