Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘15
2001
2 12 10 45%
2002
2 34 32 289%
2003
2 3 1 70.4%
FMN
2004
Federated Hermes Premier Municipal Income Fund
FMN
$88.8M
2 5 3 23.8%
2005
2 9 7 156%
2006
2 2 0 11.2%
2007
2 5 3 99.3%
2008
2 10 8 368%
2009
2 9 7 57.7%
2010
2 17 15 12.8%
EPS icon
2011
WisdomTree US LargeCap Fund
EPS
$1.4B
2 11 9 208%
2012
2 120 118 70.9%
2013
2 26 24 1,109%
2014
2 2 0 51.5%
2015
2 59 57 49.6%
2016
2 3 1 153%
2017
2 22 20 137%
2018
2 95 93 2.4%
2019
2 5 3 74.7%
2020
2 4 2 100%
2021
2 2 0 83.3%
2022
2 7 5 447%
2023
2 87 85 77%
2024
2 4 2 90.8%
2025
2 11 9 145%