GW&K Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

GW&K 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
2022 Q1	–	Sell	-91,125	Closed	-$3.32M	–	820
2021 Q4	$3.32M	Hold	91,125	–	–	0.03%	294
2021 Q3	$3.41M	Hold	91,125	–	–	0.03%	297
2021 Q2	$3.08M	Sell	91,125 -39,000	-30%	-$1.27M	0.03%	314
2021 Q1	$4.1M	Hold	130,125	–	–	0.04%	292
2020 Q4	$3.8M	Hold	130,125	–	–	0.04%	294
2020 Q3	$3.07M	Hold	130,125	–	–	0.04%	271
2020 Q2	$2.61M	Buy	130,125 +2,550	+2%	+$46.4K	0.04%	272
2020 Q1	$2.07M	Buy	127,575 +2,875	+2%	+$64.1K	0.04%	263
2019 Q4	$3.1M	Buy	124,700 +64,300	+106%	+$1.56M	0.04%	267
2019 Q3	$1.44M	Buy	+60,400	New	+$1.45M	0.02%	269

Other funds holding EPI

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

GW&K Investment Management's EPI Position: Q1 2022 in Review

GW&K Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 91,125 shares — an estimated $3.32M sold.

GW&K Investment Management first reported a position in EPI in Q3 2019 and held it in 10 quarters. The position peaked at $4.1M in Q1 2021. 136 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

GW&K Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
GW&K Investment Management sold 91,125 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $3.32M.
GW&K Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2019 and held it in 10 quarters.
GW&K Investment Management's WisdomTree India Earnings Fund ETF position peaked at $4.1M in Q1 2021.
136 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on GW&K Investment Management's 13F filing for Q1 2022, filed 9 May 2022.