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

Surevest’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
-94,206
Closed -$2.35M – 113
2019
Q4 		$2.35M Buy
94,206
+4,042
+4% +$98.1K 1% 27
2019
Q3 		$2.15M Buy
90,164
+4,091
+5% +$98.3K 1.06% 26
2019
Q2 		$2.24M Sell
86,073
-5,696
-6% -$148K 1.17% 22
2019
Q1 		$2.42M Buy
91,769
+18,198
+25% +$447K 1.49% 24
2018
Q4 		$1.82M Buy
+73,571
New +$1.72M 1.44% 23

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

Surevest's EPI Position: Q1 2020 in Review

Surevest sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 94,206 shares — an estimated $2.35M sold.

Surevest first reported a position in EPI in Q4 2018 and held it in 5 quarters. The position peaked at $2.42M in Q1 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • Surevest reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 94,206 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $2.35M.
  • Surevest first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 5 quarters.
  • Surevest's WisdomTree India Earnings Fund ETF position peaked at $2.42M in Q1 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.