GA
EPI icon

Gateway Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Gateway Advisory’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
Q3 		– Sell
-79,002
Closed -$1.71M – 39
2015
Q2 		$1.71M Buy
79,002
+984
+1% +$21.7K 0.75% 26
2015
Q1 		$1.78M Buy
+78,018
New +$1.82M 0.79% 26

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gateway Advisory's EPI Position: Q3 2015 in Review

Gateway Advisory sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2015, closing a stake of 79,002 shares — an estimated $1.71M sold.

Gateway Advisory first reported a position in EPI in Q1 2015 and held it in 2 quarters. The position peaked at $1.78M in Q1 2015. 149 funds tracked by Wall St. Rank hold EPI as of Q3 2015.

  • Gateway Advisory reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2015 after selling out during the quarter.
  • Gateway Advisory sold 79,002 WisdomTree India Earnings Fund ETF shares in Q3 2015, an estimated $1.71M.
  • Gateway Advisory first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 2 quarters.
  • Gateway Advisory's WisdomTree India Earnings Fund ETF position peaked at $1.78M in Q1 2015.
  • 149 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2015.

Based on Gateway Advisory's 13F filing for Q3 2015, filed 6 Nov 2015.