Franklin Resources
EPI icon

Franklin Resources’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Franklin Resources’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
Q2 		– Sell
-107,340
Closed -$2.81M – 1488
2018
Q1 		$2.81M Sell
107,340
-6,078
-5% -$167K ﹤0.01% 1130
2017
Q4 		$3.16M Sell
113,418
-85,754
-43% -$2.29M ﹤0.01% 1154
2017
Q3 		$5.01M Buy
199,172
+30,930
+18% +$804K ﹤0.01% 1062
2017
Q2 		$4.12M Sell
168,242
-88,154
-34% -$2.19M ﹤0.01% 1107
2017
Q1 		$6.19M Buy
256,396
+9,693
+4% +$216K ﹤0.01% 1068
2016
Q4 		$4.98M Buy
246,703
+110,883
+82% +$2.3M ﹤0.01% 1084
2016
Q3 		$2.94M Buy
+135,820
New +$2.91M ﹤0.01% 1195

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
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Franklin Resources's EPI Position: Q2 2018 in Review

Franklin Resources sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 107,340 shares — an estimated $2.81M sold.

Franklin Resources first reported a position in EPI in Q3 2016 and held it in 7 quarters. The position peaked at $6.19M in Q1 2017. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • Franklin Resources reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Franklin Resources sold 107,340 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $2.81M.
  • Franklin Resources first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and held it in 7 quarters.
  • Franklin Resources's WisdomTree India Earnings Fund ETF position peaked at $6.19M in Q1 2017.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Franklin Resources's 13F filing for Q2 2018, filed 14 Aug 2018.