Sheets Smith Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sheets Smith Wealth 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 Q2	–	Sell	-20,000	Closed	-$324K	–	271
2020 Q1	$324K	Hold	20,000	–	–	0.07%	199
2019 Q4	$498K	Sell	20,000 -20,000	-50%	-$485K	0.1%	214
2019 Q3	$954K	Hold	40,000	–	–	0.2%	125
2019 Q2	$1.04M	Hold	40,000	–	–	0.21%	117
2019 Q1	$1.05M	Hold	40,000	–	–	0.23%	112
2018 Q4	$992K	Hold	40,000	–	–	0.27%	96
2018 Q3	$964K	Hold	40,000	–	–	0.2%	126
2018 Q2	$1.01M	Hold	40,000	–	–	0.24%	103
2018 Q1	$1.05M	Hold	40,000	–	–	0.25%	106
2017 Q4	$1.11M	Hold	40,000	–	–	0.26%	109
2017 Q3	$1.01M	Hold	40,000	–	–	0.25%	110
2017 Q2	$980K	Buy	+40,000	New	+$992K	0.26%	109

Other funds holding EPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sheets Smith Wealth Management's EPI Position: Q2 2020 in Review

Sheets Smith Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 20,000 shares — an estimated $324K sold.

Sheets Smith Wealth Management first reported a position in EPI in Q2 2017 and held it in 12 quarters. The position peaked at $1.11M in Q4 2017. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

Sheets Smith Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 20,000 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $324K.
Sheets Smith Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q2 2017 and held it in 12 quarters.
Sheets Smith Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.11M in Q4 2017.
113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2020, filed 17 Jul 2020.