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

Azimuth Capital Management’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 		– Sell
-20,862
Closed -$492K – 302
2020
Q3 		$492K Buy
20,862
+64
+0.3% +$1.45K 0.03% 225
2020
Q2 		$417K Sell
20,798
-695
-3% -$12.7K 0.03% 231
2020
Q1 		$348K Sell
21,493
-820
-4% -$18.3K 0.03% 233
2019
Q4 		$555K Sell
22,313
-197
-0.9% -$4.78K 0.03% 228
2019
Q3 		$537K Buy
22,510
+15
+0.1% +$360 0.04% 225
2019
Q2 		$586K Buy
22,495
+13,420
+148% +$348K 0.04% 222
2019
Q1 		$239K Sell
9,075
-990
-10% -$24.3K 0.02% 265
2018
Q4 		$250K Sell
10,065
-13,470
-57% -$315K 0.02% 264
2018
Q3 		$567K Sell
23,535
-380
-2% -$9.89K 0.04% 226
2018
Q2 		$602K Buy
23,915
+480
+2% +$12.5K 0.04% 222
2018
Q1 		$614K Sell
23,435
-100
-0.4% -$2.75K 0.05% 219
2017
Q4 		$655K Buy
23,535
+960
+4% +$25.6K 0.05% 216
2017
Q3 		$568K Sell
22,575
-5
-0% -$130 0.04% 227
2017
Q2 		$553K Buy
22,580
+6,245
+38% +$155K 0.04% 227
2017
Q1 		$394K Buy
16,335
+995
+6% +$22.2K 0.03% 238
2016
Q4 		$310K Buy
15,340
+110
+0.7% +$2.29K 0.03% 249
2016
Q3 		$329K Buy
+15,230
New +$326K 0.03% 243
2016
Q1 		– Sell
-19,205
Closed -$381K – 267
2015
Q4 		$381K Buy
19,205
+8,165
+74% +$163K 0.04% 232
2015
Q3 		$220K Sell
11,040
-9,220
-46% -$192K 0.02% 264
2015
Q2 		$439K Sell
20,260
-14,995
-43% -$330K 0.04% 245
2015
Q1 		$804K Sell
35,255
-6,140
-15% -$143K 0.08% 204
2014
Q4 		$913K Buy
41,395
+815
+2% +$18.3K 0.09% 196
2014
Q3 		$889K Buy
40,580
+940
+2% +$21.2K 0.1% 192
2014
Q2 		$891K Buy
39,640
+28,855
+268% +$601K 0.1% 192
2014
Q1 		$204K Buy
+10,785
New +$184K 0.02% 264

Other funds holding EPI

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Azimuth Capital Management's EPI Position: Q4 2020 in Review

Azimuth Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2020, closing a stake of 20,862 shares — an estimated $492K sold.

Azimuth Capital Management first reported a position in EPI in Q1 2014 and held it in 25 quarters. The position peaked at $913K in Q4 2014. 124 funds tracked by Wall St. Rank hold EPI as of Q4 2020.

  • Azimuth Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2020 after selling out during the quarter.
  • Azimuth Capital Management sold 20,862 WisdomTree India Earnings Fund ETF shares in Q4 2020, an estimated $492K.
  • Azimuth Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 25 quarters.
  • Azimuth Capital Management's WisdomTree India Earnings Fund ETF position peaked at $913K in Q4 2014.
  • 124 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2020.

Based on Azimuth Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.