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Tompkins Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Tompkins Financial’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
2013
Q4 		– Sell
-2,417
Closed -$37K – 531
2013
Q3 		$37K Hold
2,417
– – 0.01% 293
2013
Q2 		$39K Buy
+2,417
New +$43K 0.01% 277

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tompkins Financial's EPI Position: Q4 2013 in Review

Tompkins Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2013, closing a stake of 2,417 shares — an estimated $37K sold.

Tompkins Financial first reported a position in EPI in Q2 2013 and held it in 2 quarters. The position peaked at $39K in Q2 2013. 113 funds tracked by Wall St. Rank hold EPI as of Q4 2013.

  • Tompkins Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2013 after selling out during the quarter.
  • Tompkins Financial sold 2,417 WisdomTree India Earnings Fund ETF shares in Q4 2013, an estimated $37K.
  • Tompkins Financial first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 2 quarters.
  • Tompkins Financial's WisdomTree India Earnings Fund ETF position peaked at $39K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2013.

Based on Tompkins Financial's 13F filing for Q4 2013, filed 8 Jan 2014.