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Baird’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Baird’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
2015
Q1 		$622K Buy
27,275
+8,474
+45% +$198K 0.01% 892
2014
Q4 		$415K Sell
18,801
-27,773
-60% -$624K ﹤0.01% 1006
2014
Q3 		$1.02M Buy
46,574
+5,506
+13% +$124K 0.01% 652
2014
Q2 		$923K Buy
+41,068
New +$856K 0.01% 696

Other funds holding EPI

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Baird's EPI Position: Q1 2015 in Review

Baird increased its WisdomTree India Earnings Fund ETF (EPI) stake by 45% in Q1 2015, buying an estimated $198K and bringing the position to 27,275 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #892.

Baird first reported a position in EPI in Q2 2014 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2014. 173 funds tracked by Wall St. Rank hold EPI as of Q1 2015.

  • Baird held 27,275 shares of WisdomTree India Earnings Fund ETF worth $622K as of Q1 2015.
  • Baird bought 8,474 WisdomTree India Earnings Fund ETF shares in Q1 2015, an estimated $198K.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Baird's portfolio in Q1 2015, its #892 holding.
  • Baird first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and has held it in 4 quarters since.
  • Baird's WisdomTree India Earnings Fund ETF position peaked at $1.02M in Q3 2014.
  • 173 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.