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BCM
BBT Capital Management’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
BBT Capital Management’s Portfolio
EPI Stock Details
EPI Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-267,000
Closed
-$6.62M
–
187
2018
Q4
$6.62M
Sell
267,000
-23,000
-8%
-$537K
5.95%
2
2018
Q3
$6.99M
Buy
290,000
+160,000
+123%
+$4.16M
2.57%
7
2018
Q2
$3.27M
Buy
130,000
+10,000
+8%
+$260K
1.41%
20
2018
Q1
$3.15M
Buy
120,000
+110,000
+1,100%
+$3.03M
0.72%
35
2017
Q4
$278K
Sell
10,000
-60,000
-86%
-$1.6M
0.06%
68
2017
Q3
$1.76M
Buy
70,000
+20,000
+40%
+$520K
0.25%
67
2017
Q2
$1.23M
Buy
50,000
+20,000
+67%
+$496K
0.16%
78
2017
Q1
$724K
Sell
30,000
-100,000
-77%
-$2.23M
0.13%
77
2016
Q4
$2.63M
Sell
130,000
-140,000
-52%
-$2.91M
0.51%
47
2016
Q3
$5.84M
Buy
270,000
+29,300
+12%
+$627K
1.12%
33
2016
Q2
$4.86M
Buy
240,700
+23,700
+11%
+$464K
0.75%
45
2016
Q1
$4.23M
Buy
+217,000
New
+$3.96M
0.83%
35
Other funds holding EPI
CI
Clal Insurance
Tel-Aviv, Israel
$16.6B AUM
68.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
IG
ING Group
Amsterdam, Netherlands
$16.4B AUM
34.6%
1-Year Est. Return
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
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
CCP
Clough Capital Partners
Boston, Massachusetts
$1.04B AUM
49.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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