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

Clark Capital Management Group’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
2017
Q2 		– Sell
-144,691
Closed -$3.49M – 272
2017
Q1 		$3.49M Buy
+144,691
New +$3.22M 0.15% 131
2016
Q4 		– Sell
-307,490
Closed -$6.65M – 300
2016
Q3 		$6.65M Buy
307,490
+174,663
+131% +$3.74M 0.38% 86
2016
Q2 		$2.68M Buy
+132,827
New +$2.6M 0.17% 140
2015
Q1 		– Sell
-802,530
Closed -$17.7M – 331
2014
Q4 		$17.7M Buy
802,530
+195,182
+32% +$4.39M 1.62% 7
2014
Q3 		$13.3M Buy
607,348
+189,769
+45% +$4.27M 1.15% 12
2014
Q2 		$9.38M Sell
417,579
-246,447
-37% -$5.13M 0.78% 30
2014
Q1 		$12.6M Buy
+664,026
New +$11.3M 1.08% 21

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
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
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

Clark Capital Management Group's EPI Position: Q2 2017 in Review

Clark Capital Management Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2017, closing a stake of 144,691 shares — an estimated $3.49M sold.

Clark Capital Management Group first reported a position in EPI in Q1 2014 and held it in 7 quarters. The position peaked at $17.7M in Q4 2014. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2017.

  • Clark Capital Management Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2017 after selling out during the quarter.
  • Clark Capital Management Group sold 144,691 WisdomTree India Earnings Fund ETF shares in Q2 2017, an estimated $3.49M.
  • Clark Capital Management Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2014 and held it in 7 quarters.
  • Clark Capital Management Group's WisdomTree India Earnings Fund ETF position peaked at $17.7M in Q4 2014.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2017.

Based on Clark Capital Management Group's 13F filing for Q2 2017, filed 14 Aug 2017.