Guild Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Guild Investment Management’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
2021 Q1	–	Sell	-77,390	Closed	-$2.26M	–	76
2020 Q4	$2.26M	Buy	+77,390	New	+$2.02M	2.49%	14
2019 Q3	–	Sell	-98,850	Closed	-$2.58M	–	47
2019 Q2	$2.58M	Buy	+98,850	New	+$2.56M	3.81%	7
2016 Q4	–	Sell	-269,940	Closed	-$5.84M	–	35
2016 Q3	$5.84M	Buy	+269,940	New	+$5.77M	5.83%	4
2015 Q2	–	Sell	-124,690	Closed	-$2.84M	–	14
2015 Q1	$2.84M	Buy	+124,690	New	+$2.91M	2.42%	14
2014 Q4	–	Sell	-280,052	Closed	-$6.14M	–	28
2014 Q3	$6.14M	Buy	280,052 +107,652	+62%	+$2.42M	7.2%	2
2014 Q2	$3.87M	Buy	+172,400	New	+$3.59M	3.46%	11
2014 Q1	–	Sell	-58,330	Closed	-$1.02M	–	31
2013 Q4	$1.02M	Buy	+58,330	New	+$970K	0.71%	30

Other funds holding EPI

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guild Investment Management's EPI Position: Q1 2021 in Review

Guild Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2021, closing a stake of 77,390 shares — an estimated $2.26M sold.

Guild Investment Management first reported a position in EPI in Q4 2013 and held it in 7 quarters. The position peaked at $6.14M in Q3 2014. 121 funds tracked by Wall St. Rank hold EPI as of Q1 2021.

Guild Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2021 after selling out during the quarter.
Guild Investment Management sold 77,390 WisdomTree India Earnings Fund ETF shares in Q1 2021, an estimated $2.26M.
Guild Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2013 and held it in 7 quarters.
Guild Investment Management's WisdomTree India Earnings Fund ETF position peaked at $6.14M in Q3 2014.
121 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2021.

Based on Guild Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.