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Caldwell & Orkin’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Caldwell & Orkin’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
Q2 		– Sell
-57,900
Closed -$1.32M – 85
2015
Q1 		$1.32M Buy
+57,900
New +$1.35M 0.74% 58

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caldwell & Orkin's EPI Position: Q3 2017 in Review

Caldwell & Orkin increased its WisdomTree India Earnings Fund ETF (EPI) stake by 129% in Q3 2017, buying an estimated $1.42M and bringing the position to 96,950 shares worth $2.44M. The position accounts for 2.48% of the portfolio, ranked #16.

Caldwell & Orkin first reported a position in EPI in Q4 2014 and has held it in 5 quarters since. The position peaked at $3.8M in Q4 2014. 158 funds tracked by Wall St. Rank hold EPI as of Q3 2017.

  • Caldwell & Orkin held 96,950 shares of WisdomTree India Earnings Fund ETF worth $2.44M as of Q3 2017.
  • Caldwell & Orkin bought 54,650 WisdomTree India Earnings Fund ETF shares in Q3 2017, an estimated $1.42M.
  • WisdomTree India Earnings Fund ETF made up 2.48% of Caldwell & Orkin's portfolio in Q3 2017, its #16 holding.
  • Caldwell & Orkin first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and has held it in 5 quarters since.
  • Caldwell & Orkin's WisdomTree India Earnings Fund ETF position peaked at $3.8M in Q4 2014.
  • 158 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.