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Verus Capital Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Verus Capital Partners’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 		$6K Sell
400
-1,384
-78% -$30.8K ﹤0.01% 1131
2019
Q4 		$44K Buy
+1,784
New +$43.3K 0.01% 636

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

Verus Capital Partners's EPI Position: Q1 2020 in Review

Verus Capital Partners reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 78% in Q1 2020, selling an estimated $30.8K and leaving 400 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Verus Capital Partners first reported a position in EPI in Q4 2019 and has held it in 2 quarters since. The position peaked at $44K in Q4 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • Verus Capital Partners held 400 shares of WisdomTree India Earnings Fund ETF worth $6K as of Q1 2020.
  • Verus Capital Partners sold 1,384 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $30.8K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1131 holding.
  • Verus Capital Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree India Earnings Fund ETF position peaked at $44K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.