Capital Fund Management (CFM)
EPI icon

Capital Fund Management (CFM)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Capital Fund Management (CFM)’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
2018
Q3 		– Sell
-67,408
Closed -$1.7M – 2037
2018
Q2 		$1.7M Sell
67,408
-188,661
-74% -$4.9M 0.01% 1143
2018
Q1 		$6.71M Buy
256,069
+212,437
+487% +$5.84M 0.04% 568
2017
Q4 		$1.22M Sell
43,632
-197,792
-82% -$5.27M 0.01% 1146
2017
Q3 		$6.08M Buy
241,424
+228,730
+1,802% +$5.95M 0.04% 484
2017
Q2 		$311K Buy
+12,694
New +$315K ﹤0.01% 1260
2017
Q1 		– Sell
-19,366
Closed -$391K – 1555
2016
Q4 		$391K Buy
+19,366
New +$403K ﹤0.01% 1351
2016
Q2 		– Sell
-18,279
Closed -$357K – 1581
2016
Q1 		$357K Buy
+18,279
New +$333K ﹤0.01% 1260
2015
Q2 		– Sell
-195,506
Closed -$4.46M – 1511
2015
Q1 		$4.46M Buy
195,506
+169,506
+652% +$3.95M 0.06% 374
2014
Q4 		$573K Sell
26,000
-60,602
-70% -$1.36M 0.01% 1077
2014
Q3 		$1.9M Buy
+86,602
New +$1.95M 0.02% 698

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Fund Management (CFM)'s EPI Position: Q3 2018 in Review

Capital Fund Management (CFM) sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2018, closing a stake of 67,408 shares — an estimated $1.7M sold.

Capital Fund Management (CFM) first reported a position in EPI in Q3 2014 and held it in 10 quarters. The position peaked at $6.71M in Q1 2018. 169 funds tracked by Wall St. Rank hold EPI as of Q3 2018.

  • Capital Fund Management (CFM) reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 67,408 WisdomTree India Earnings Fund ETF shares in Q3 2018, an estimated $1.7M.
  • Capital Fund Management (CFM) first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 10 quarters.
  • Capital Fund Management (CFM)'s WisdomTree India Earnings Fund ETF position peaked at $6.71M in Q1 2018.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2018, filed 14 Nov 2018.