Gupta Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Gupta Wealth 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
2016 Q1	$432K	Sell	22,153 -70	-0.3%	-$1.28K	0.1%	152
2015 Q4	$441K	Sell	22,223 -330	-1%	-$6.57K	0.11%	151
2015 Q3	$449K	Buy	22,553 +719	+3%	+$14.9K	0.11%	147
2015 Q2	$473K	Buy	21,834 +1,624	+8%	+$35.7K	0.12%	153
2015 Q1	$461K	Buy	+20,210	New	+$471K	0.14%	135

Other funds holding EPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's EPI Position: Q1 2016 in Review

Gupta Wealth Management reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 0.31% in Q1 2016, selling an estimated $1.28K and leaving 22,153 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #152.

Gupta Wealth Management first reported a position in EPI in Q1 2015 and has held it in 5 quarters since. The position peaked at $473K in Q2 2015. 137 funds tracked by Wall St. Rank hold EPI as of Q1 2016.

Gupta Wealth Management held 22,153 shares of WisdomTree India Earnings Fund ETF worth $432K as of Q1 2016.
Gupta Wealth Management sold 70 WisdomTree India Earnings Fund ETF shares in Q1 2016, an estimated $1.28K.
WisdomTree India Earnings Fund ETF made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #152 holding.
Gupta Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $473K in Q2 2015.
137 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.