Richard Bernstein Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Richard Bernstein Advisors’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 Q2	–	Sell	-611,341	Closed	-$16M	–	343
2018 Q1	$16M	Hold	611,341	–	–	0.57%	23
2017 Q4	$17M	Buy	611,341 +75,241	+14%	+$2.01M	0.75%	21
2017 Q3	$13.5M	Hold	536,100	–	–	0.93%	17
2017 Q2	$13.1M	Hold	536,100	–	–	1%	17
2017 Q1	$12.9M	Hold	536,100	–	–	1%	15
2016 Q4	$10.8M	Buy	+536,100	New	+$11.1M	0.91%	21

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Richard Bernstein Advisors's EPI Position: Q2 2018 in Review

Richard Bernstein Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 611,341 shares — an estimated $16M sold.

Richard Bernstein Advisors first reported a position in EPI in Q4 2016 and held it in 6 quarters. The position peaked at $17M in Q4 2017. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

Richard Bernstein Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
Richard Bernstein Advisors sold 611,341 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $16M.
Richard Bernstein Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 6 quarters.
Richard Bernstein Advisors's WisdomTree India Earnings Fund ETF position peaked at $17M in Q4 2017.
169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Richard Bernstein Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.