Independent Portfolio Consultants’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Independent Portfolio Consultants’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 Q2	$121K	Sell	4,945 -555	-10%	-$13.8K	0.05%	385
2017 Q1	$133K	Sell	5,500 -2,035	-27%	-$45.3K	0.05%	393
2016 Q4	$152K	Sell	7,535 -280	-4%	-$5.82K	0.05%	370
2016 Q3	$169K	Buy	7,815 +2,390	+44%	+$51.1K	0.05%	366
2016 Q2	$110K	Buy	+5,425	New	+$106K	0.03%	436
2015 Q4	–	Sell	-11,790	Closed	-$235K	–	772
2015 Q3	$235K	Buy	+11,790	New	+$245K	0.05%	326

Other funds holding EPI

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Portfolio Consultants's EPI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 10% in Q2 2017, selling an estimated $13.8K and leaving 4,945 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #385.

Independent Portfolio Consultants first reported a position in EPI in Q3 2015 and has held it in 6 quarters since. The position peaked at $235K in Q3 2015. 152 funds tracked by Wall St. Rank hold EPI as of Q2 2017.

Independent Portfolio Consultants held 4,945 shares of WisdomTree India Earnings Fund ETF worth $121K as of Q2 2017.
Independent Portfolio Consultants sold 555 WisdomTree India Earnings Fund ETF shares in Q2 2017, an estimated $13.8K.
WisdomTree India Earnings Fund ETF made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #385 holding.
Independent Portfolio Consultants first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and has held it in 6 quarters since.
Independent Portfolio Consultants's WisdomTree India Earnings Fund ETF position peaked at $235K in Q3 2015.
152 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.