GI
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Glovista Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Glovista Investments’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
Q1 		– Sell
-170,062
Closed -$3.44M – 110
2016
Q4 		$3.44M Sell
170,062
-495,385
-74% -$10.3M 0.61% 25
2016
Q3 		$14.4M Buy
+665,447
New +$14.2M 2.77% 10
2016
Q2 		– Sell
-3,969,215
Closed -$77.4M – 99
2016
Q1 		$77.4M Buy
3,969,215
+3,898,701
+5,529% +$71.1M 12.88% 2
2015
Q4 		$1.4M Buy
+70,514
New +$1.4M 0.23% 32
2015
Q3 		– Sell
-5,086,587
Closed -$110M – 69
2015
Q2 		$110M Buy
5,086,587
+4,695,325
+1,200% +$103M 12.64% 3
2015
Q1 		$8.92M Buy
+391,262
New +$9.13M 0.99% 23
2014
Q4 		– Sell
-995,960
Closed -$21.8M – 79
2014
Q3 		$21.8M Buy
+995,960
New +$22.4M 2.86% 10

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Glovista Investments's EPI Position: Q1 2017 in Review

Glovista Investments sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2017, closing a stake of 170,062 shares — an estimated $3.44M sold.

Glovista Investments first reported a position in EPI in Q3 2014 and held it in 7 quarters. The position peaked at $110M in Q2 2015. 158 funds tracked by Wall St. Rank hold EPI as of Q1 2017.

  • Glovista Investments reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Glovista Investments sold 170,062 WisdomTree India Earnings Fund ETF shares in Q1 2017, an estimated $3.44M.
  • Glovista Investments first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 7 quarters.
  • Glovista Investments's WisdomTree India Earnings Fund ETF position peaked at $110M in Q2 2015.
  • 158 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2017.

Based on Glovista Investments's 13F filing for Q1 2017, filed 12 May 2017.