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KMS Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

KMS Financial Services’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 		$404K Buy
+18,429
New +$415K 0.06% 309

Other funds holding EPI

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

KMS Financial Services's EPI Position: Q3 2014 in Review

KMS Financial Services opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q3 2014: 18,429 shares worth $404K. The stake represents 0.06% of the portfolio and ranks #309 among its holdings.

163 funds tracked by Wall St. Rank hold EPI as of Q3 2014.

  • KMS Financial Services held 18,429 shares of WisdomTree India Earnings Fund ETF worth $404K as of Q3 2014.
  • WisdomTree India Earnings Fund ETF was a new KMS Financial Services position in Q3 2014.
  • WisdomTree India Earnings Fund ETF made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #309 holding.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.