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Panagora Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Panagora Asset 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
2020
Q1 		– Sell
-88,676
Closed -$2.21M – 2538
2019
Q4 		$2.21M Hold
88,676
– – 0.01% 749
2019
Q3 		$2.12M Hold
88,676
– – 0.01% 724
2019
Q2 		$2.31M Hold
88,676
– – 0.01% 761
2019
Q1 		$2.33M Hold
88,676
– – 0.01% 777
2018
Q4 		$2.2M Hold
88,676
– – 0.01% 746
2018
Q3 		$2.14M Hold
88,676
– – 0.01% 816
2018
Q2 		$2.23M Hold
88,676
– – 0.01% 833
2018
Q1 		$2.33M Sell
88,676
-18,744
-17% -$516K 0.01% 815
2017
Q4 		$2.99M Sell
107,420
-3,230
-3% -$86.1K 0.01% 717
2017
Q3 		$2.79M Hold
110,650
– – 0.01% 743
2017
Q2 		$2.71M Hold
110,650
– – 0.01% 756
2017
Q1 		$2.67M Sell
110,650
-12,900
-10% -$287K 0.01% 775
2016
Q4 		$2.5M Hold
123,550
– – 0.01% 808
2016
Q3 		$2.67M Hold
123,550
– – 0.01% 781
2016
Q2 		$2.49M Hold
123,550
– – 0.01% 782
2016
Q1 		$2.41M Hold
123,550
– – 0.01% 814
2015
Q4 		$2.45M Sell
123,550
-267,743
-68% -$5.33M 0.01% 744
2015
Q3 		$7.79M Buy
391,293
+15,600
+4% +$324K 0.04% 396
2015
Q2 		$8.14M Buy
375,693
+33,680
+10% +$741K 0.04% 398
2015
Q1 		$7.8M Sell
342,013
-287,919
-46% -$6.72M 0.04% 387
2014
Q4 		$13.9M Buy
629,932
+97,177
+18% +$2.18M 0.07% 266
2014
Q3 		$11.7M Buy
532,755
+195,326
+58% +$4.4M 0.06% 306
2014
Q2 		$7.58M Sell
337,429
-12,752
-4% -$266K 0.04% 415
2014
Q1 		$6.64M Buy
350,181
+190,881
+120% +$3.26M 0.03% 466
2013
Q4 		$2.78M Buy
159,300
+46,007
+41% +$765K 0.01% 729
2013
Q3 		$1.74M Sell
113,293
-108,836
-49% -$1.69M 0.01% 872
2013
Q2 		$3.59M Buy
+222,129
New +$3.95M 0.02% 559

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Panagora Asset Management's EPI Position: Q1 2020 in Review

Panagora Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 88,676 shares — an estimated $2.21M sold.

Panagora Asset Management first reported a position in EPI in Q2 2013 and held it in 27 quarters. The position peaked at $13.9M in Q4 2014. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • Panagora Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Panagora Asset Management sold 88,676 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $2.21M.
  • Panagora Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 27 quarters.
  • Panagora Asset Management's WisdomTree India Earnings Fund ETF position peaked at $13.9M in Q4 2014.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Panagora Asset Management's 13F filing for Q1 2020, filed 14 May 2020.