NEXT Financial Holdings’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

NEXT Financial 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
2019 Q1	$14K	Buy	+522	New	+$12.8K	﹤0.01%	1039

Other funds holding EPI

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NEXT Financial Holdings's EPI Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2019: 522 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings.

163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

NEXT Financial Holdings held 522 shares of WisdomTree India Earnings Fund ETF worth $14K as of Q1 2019.
WisdomTree India Earnings Fund ETF was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1039 holding.
163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.