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Orca Investment Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Orca Investment 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
2018
Q1 		– Sell
-43,876
Closed -$1.22M – 73
2017
Q4 		$1.22M Sell
43,876
-543
-1% -$14.5K 1.07% 37
2017
Q3 		$1.12M Sell
44,419
-1,705
-4% -$44.3K 0.99% 40
2017
Q2 		$1.13M Sell
46,124
-629
-1% -$15.6K 1.06% 36
2017
Q1 		$1.13M Buy
+46,753
New +$1.04M 1.03% 38

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orca Investment Management's EPI Position: Q1 2018 in Review

Orca Investment Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2018, closing a stake of 43,876 shares — an estimated $1.22M sold.

Orca Investment Management first reported a position in EPI in Q1 2017 and held it in 4 quarters. The position peaked at $1.22M in Q4 2017. 182 funds tracked by Wall St. Rank hold EPI as of Q1 2018.

  • Orca Investment Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2018 after selling out during the quarter.
  • Orca Investment Management sold 43,876 WisdomTree India Earnings Fund ETF shares in Q1 2018, an estimated $1.22M.
  • Orca Investment Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and held it in 4 quarters.
  • Orca Investment Management's WisdomTree India Earnings Fund ETF position peaked at $1.22M in Q4 2017.
  • 182 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2018.

Based on Orca Investment Management's 13F filing for Q1 2018, filed 30 Apr 2018.