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Madison Investment Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Madison Investment Holdings’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
2015
Q4 		– Sell
-21,964
Closed -$438K – 233
2015
Q3 		$438K Buy
+21,964
New +$456K 0.01% 208
2014
Q4 		– Sell
-14,774
Closed -$324K – 216
2014
Q3 		$324K Buy
+14,774
New +$333K 0.01% 201

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Madison Investment Holdings's EPI Position: Q4 2015 in Review

Madison Investment Holdings sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2015, closing a stake of 21,964 shares — an estimated $438K sold.

Madison Investment Holdings first reported a position in EPI in Q3 2014 and held it in 2 quarters. The position peaked at $438K in Q3 2015. 150 funds tracked by Wall St. Rank hold EPI as of Q4 2015.

  • Madison Investment Holdings reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2015 after selling out during the quarter.
  • Madison Investment Holdings sold 21,964 WisdomTree India Earnings Fund ETF shares in Q4 2015, an estimated $438K.
  • Madison Investment Holdings first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 2 quarters.
  • Madison Investment Holdings's WisdomTree India Earnings Fund ETF position peaked at $438K in Q3 2015.
  • 150 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2015.

Based on Madison Investment Holdings's 13F filing for Q4 2015, filed 9 Feb 2016.