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John Overdeck’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

John Overdeck’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
2014
Q3 		– Sell
-49,813
Closed -$1.12M – 1822
2014
Q2 		$1.12M Buy
49,813
+39,296
+374% +$819K 0.01% 1266
2014
Q1 		$199K Buy
+10,517
New +$180K ﹤0.01% 1818
2013
Q4 		– Sell
-57,389
Closed -$879K – 2226
2013
Q3 		$879K Buy
+57,389
New +$889K 0.01% 1073

Other funds holding EPI

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

John Overdeck's EPI Position: Q3 2014 in Review

John Overdeck sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2014, closing a stake of 49,813 shares — an estimated $1.12M sold.

John Overdeck first reported a position in EPI in Q3 2013 and held it in 3 quarters. The position peaked at $1.12M in Q2 2014. 163 funds tracked by Wall St. Rank hold EPI as of Q3 2014.

  • John Overdeck reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2014 after selling out during the quarter.
  • John Overdeck sold 49,813 WisdomTree India Earnings Fund ETF shares in Q3 2014, an estimated $1.12M.
  • John Overdeck first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 3 quarters.
  • John Overdeck's WisdomTree India Earnings Fund ETF position peaked at $1.12M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2014.

Based on Two Sigma Investments's 13F filing for Q3 2014, filed 14 Nov 2014.