TD Asset Management
EPI icon

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

TD 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
-26,480
Closed -$466K – 1388
2019
Q4 		$466K Hold
26,480
– – ﹤0.01% 1257
2019
Q3 		$466K Sell
26,480
-300
-1% -$7.21K ﹤0.01% 1187
2019
Q2 		$472K Hold
26,780
– – ﹤0.01% 1188
2019
Q1 		$472K Buy
26,780
+13,555
+102% +$333K ﹤0.01% 1195
2018
Q4 		$233K Buy
+13,225
New +$309K ﹤0.01% 1338

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

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

TD Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 26,480 shares — an estimated $466K sold.

TD Asset Management first reported a position in EPI in Q4 2018 and held it in 5 quarters. The position peaked at $472K in Q2 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • TD Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • TD Asset Management sold 26,480 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $466K.
  • TD Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 5 quarters.
  • TD Asset Management's WisdomTree India Earnings Fund ETF position peaked at $472K in Q2 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on TD Asset Management's 13F filing for Q1 2020, filed 15 May 2020.