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H
Hexavest’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
Hexavest’s Portfolio
EPI Stock Details
EPI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-374,431
Closed
-$9.04M
–
486
2017
Q1
$9.04M
Sell
374,431
-147,088
-28%
-$3.28M
0.11%
166
2016
Q4
$10.5M
Buy
521,519
+173,825
+50%
+$3.61M
0.14%
137
2016
Q3
$7.52M
Sell
347,694
-7,333
-2%
-$157K
0.13%
143
2016
Q2
$7.17M
Buy
355,027
+5,524
+2%
+$108K
0.11%
155
2016
Q1
$6.82M
Buy
349,503
+18,281
+6%
+$333K
0.1%
153
2015
Q4
$6.58M
Sell
331,222
-11,484
-3%
-$229K
0.1%
145
2015
Q3
$6.83M
Sell
342,706
-12,611
-4%
-$262K
0.12%
144
2015
Q2
$7.7M
Buy
+355,317
New
+$7.82M
0.13%
134
Other funds holding EPI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.6B AUM
68.34%
1-Year Est. Return
DCM
Discovery Capital Management
South Norwalk, Connecticut
$1.92B AUM
218.96%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
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
USAA
United Services Automobile Association
San Antonio, Texas
$851M AUM
5.13%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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