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Lattice Strategies’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Lattice Strategies’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
2019
Q1 		– Sell
-25,730
Closed -$638K – 49
2018
Q4 		$638K Buy
25,730
+3,575
+16% +$83.5K 0.55% 34
2018
Q3 		$534K Sell
22,155
-500
-2% -$13K 0.41% 44
2018
Q2 		$570K Sell
22,655
-4,210
-16% -$109K 0.45% 45
2018
Q1 		$704K Sell
26,865
-120
-0.4% -$3.3K 0.51% 41
2017
Q4 		$751K Sell
26,985
-200
-0.7% -$5.33K 0.54% 37
2017
Q3 		$684K Buy
27,185
+1,695
+7% +$44.1K 0.51% 40
2017
Q2 		$625K Buy
25,490
+6,935
+37% +$172K 0.48% 44
2017
Q1 		$448K Buy
18,555
+4,070
+28% +$90.6K 0.35% 50
2016
Q4 		$293K Sell
14,485
-885
-6% -$18.4K 0.24% 54
2016
Q3 		$332K Sell
15,370
-910
-6% -$19.5K 0.25% 55
2016
Q2 		$329K Buy
+16,280
New +$319K 0.26% 57
2016
Q1 		– Sell
-34,910
Closed -$693K – 71
2015
Q4 		$693K Buy
34,910
+23,735
+212% +$473K 0.55% 42
2015
Q3 		$223K Sell
11,175
-12,795
-53% -$266K 0.16% 76
2015
Q2 		$519K Buy
23,970
+14,615
+156% +$322K 0.3% 60
2015
Q1 		$213K Sell
9,355
-22,590
-71% -$527K 0.12% 90
2014
Q4 		$704K Sell
31,945
-10,270
-24% -$231K 0.39% 59
2014
Q3 		$925K Buy
42,215
+3,550
+9% +$79.9K 0.5% 53
2014
Q2 		$869K Sell
38,665
-35
-0.1% -$729 0.45% 57
2014
Q1 		$734K Buy
38,700
+1,880
+5% +$32.1K 0.37% 58
2013
Q4 		$642K Sell
36,820
-3,670
-9% -$61.1K 0.35% 68
2013
Q3 		$620K Buy
+40,490
New +$627K 0.34% 67

Other funds holding EPI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Lattice Strategies's EPI Position: Q1 2019 in Review

Lattice Strategies sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2019, closing a stake of 25,730 shares — an estimated $638K sold.

Lattice Strategies first reported a position in EPI in Q3 2013 and held it in 21 quarters. The position peaked at $925K in Q3 2014. 163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

  • Lattice Strategies reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2019 after selling out during the quarter.
  • Lattice Strategies sold 25,730 WisdomTree India Earnings Fund ETF shares in Q1 2019, an estimated $638K.
  • Lattice Strategies first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 21 quarters.
  • Lattice Strategies's WisdomTree India Earnings Fund ETF position peaked at $925K in Q3 2014.
  • 163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on Lattice Strategies's 13F filing for Q1 2019, filed 8 May 2019.