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Northwest & Ethical Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Northwest & Ethical Investments’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
2017
Q1 		– Sell
-30,045
Closed -$607K – 389
2016
Q4 		$607K Sell
30,045
-42,031
-58% -$874K 0.04% 309
2016
Q3 		$1.56M Sell
72,076
-4,464
-6% -$95.5K 0.11% 200
2016
Q2 		$1.55M Hold
76,540
– – 0.12% 156
2016
Q1 		$1.49M Hold
76,540
– – 0.1% 153
2015
Q4 		$1.52M Buy
76,540
+9,047
+13% +$180K 0.11% 156
2015
Q3 		$1.34M Buy
67,493
+2,118
+3% +$44K 0.1% 159
2015
Q2 		$1.42M Hold
65,375
– – 0.09% 169
2015
Q1 		$1.49M Hold
65,375
– – 0.1% 172
2014
Q4 		$1.44M Buy
65,375
+16,340
+33% +$367K 0.1% 169
2014
Q3 		$1.07M Hold
49,035
– – 0.07% 175
2014
Q2 		$1.1M Buy
49,035
+1,166
+2% +$24.3K 0.07% 185
2014
Q1 		$908K Hold
47,869
– – 0.06% 189
2013
Q4 		$835K Sell
47,869
-9,241
-16% -$154K 0.06% 191
2013
Q3 		$875K Sell
57,110
-348
-0.6% -$5.39K 0.06% 188
2013
Q2 		$931K Buy
+57,458
New +$1.02M 0.07% 184

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Northwest & Ethical Investments's EPI Position: Q1 2017 in Review

Northwest & Ethical Investments sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2017, closing a stake of 30,045 shares — an estimated $607K sold.

Northwest & Ethical Investments first reported a position in EPI in Q2 2013 and held it in 15 quarters. The position peaked at $1.56M in Q3 2016. 157 funds tracked by Wall St. Rank hold EPI as of Q1 2017.

  • Northwest & Ethical Investments reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 30,045 WisdomTree India Earnings Fund ETF shares in Q1 2017, an estimated $607K.
  • Northwest & Ethical Investments first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 15 quarters.
  • Northwest & Ethical Investments's WisdomTree India Earnings Fund ETF position peaked at $1.56M in Q3 2016.
  • 157 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2017.

Based on Northwest & Ethical Investments's 13F filing for Q1 2017, filed 8 Jul 2025.