Cumberland Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cumberland Advisors’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 Q4	–	Sell	-74,040	Closed	-$1.78M	–	74
2018 Q3	$1.78M	Sell	74,040 -3,650	-5%	-$95K	1.19%	31
2018 Q2	$1.96M	Buy	77,690 +2,810	+4%	+$73K	1.22%	29
2018 Q1	$1.96M	Sell	74,880 -5,510	-7%	-$152K	1.2%	30
2017 Q4	$2.24M	Buy	80,390 +3,110	+4%	+$82.9K	1.24%	29
2017 Q3	$1.95M	Sell	77,280 -9,140	-11%	-$238K	1.19%	29
2017 Q2	$2.12M	Sell	86,420 -4,360	-5%	-$108K	1.25%	23
2017 Q1	$2.19M	Sell	90,780 -540	-0.6%	-$12K	1.37%	22
2016 Q4	$1.84M	Sell	91,320 -9,850	-10%	-$205K	1.32%	23
2016 Q3	$2.19M	Buy	101,170 +40,680	+67%	+$870K	1.22%	23
2016 Q2	$1.22M	Buy	+60,490	New	+$1.18M	0.75%	23
2015 Q4	–	Sell	-130,630	Closed	-$2.6M	–	55
2015 Q3	$2.6M	Buy	+130,630	New	+$2.71M	1.62%	21
2013 Q3	–	Sell	-20,780	Closed	-$337K	–	38
2013 Q2	$337K	Buy	+20,780	New	+$370K	0.18%	41

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cumberland Advisors's EPI Position: Q4 2018 in Review

Cumberland Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 74,040 shares — an estimated $1.78M sold.

Cumberland Advisors first reported a position in EPI in Q2 2013 and held it in 12 quarters. The position peaked at $2.6M in Q3 2015. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

Cumberland Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
Cumberland Advisors sold 74,040 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $1.78M.
Cumberland Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 12 quarters.
Cumberland Advisors's WisdomTree India Earnings Fund ETF position peaked at $2.6M in Q3 2015.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Cumberland Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.