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Legato Capital Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Legato Capital Management’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
2020
Q3 		– Sell
-30,554
Closed -$612K – 214
2020
Q2 		$612K Sell
30,554
-16,249
-35% -$296K 0.12% 213
2020
Q1 		$758K Hold
46,803
– – 0.22% 96
2019
Q4 		$1.17M Buy
+46,803
New +$1.14M 0.24% 96

Other funds holding EPI

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IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Legato Capital Management's EPI Position: Q3 2020 in Review

Legato Capital Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2020, closing a stake of 30,554 shares — an estimated $612K sold.

Legato Capital Management first reported a position in EPI in Q4 2019 and held it in 3 quarters. The position peaked at $1.17M in Q4 2019. 111 funds tracked by Wall St. Rank hold EPI as of Q3 2020.

  • Legato Capital Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2020 after selling out during the quarter.
  • Legato Capital Management sold 30,554 WisdomTree India Earnings Fund ETF shares in Q3 2020, an estimated $612K.
  • Legato Capital Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and held it in 3 quarters.
  • Legato Capital Management's WisdomTree India Earnings Fund ETF position peaked at $1.17M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2020.

Based on Legato Capital Management's 13F filing for Q3 2020, filed 13 Oct 2020.