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Nuveen’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Nuveen’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
Q2 		– Sell
-16,037
Closed -$260K – 3299
2020
Q1 		$260K Sell
16,037
-28,306
-64% -$631K ﹤0.01% 2951
2019
Q4 		$1.1M Sell
44,343
-1,873
-4% -$45.4K ﹤0.01% 2652
2019
Q3 		$1.1M Buy
46,216
+1,961
+4% +$47.1K ﹤0.01% 2660
2019
Q2 		$1.15M Sell
44,255
-19,505
-31% -$506K ﹤0.01% 2676
2019
Q1 		$1.68M Buy
63,760
+5,478
+9% +$134K 0.01% 660
2018
Q4 		$1.45M Hold
58,282
– – 0.01% 654
2018
Q3 		$1.41M Sell
58,282
-31,550
-35% -$821K 0.01% 703
2018
Q2 		$2.26M Sell
89,832
-7,140
-7% -$186K 0.01% 604
2018
Q1 		$2.54M Sell
96,972
-13,652
-12% -$376K 0.02% 582
2017
Q4 		$3.08M Hold
110,624
– – 0.02% 529
2017
Q3 		$2.78M Buy
+110,624
New +$2.88M 0.02% 569
2014
Q4 		– Sell
-175,737
Closed -$3.85M – 1632
2014
Q3 		$3.85M Buy
175,737
+57,524
+49% +$1.3M 0.02% 616
2014
Q2 		$2.66M Buy
+118,213
New +$2.46M 0.02% 713

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nuveen's EPI Position: Q2 2020 in Review

Nuveen sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 16,037 shares — an estimated $260K sold.

Nuveen first reported a position in EPI in Q2 2014 and held it in 13 quarters. The position peaked at $3.85M in Q3 2014. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

  • Nuveen reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Nuveen sold 16,037 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $260K.
  • Nuveen first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 13 quarters.
  • Nuveen's WisdomTree India Earnings Fund ETF position peaked at $3.85M in Q3 2014.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Nuveen's 13F filing for Q2 2020, filed 14 Aug 2020.