Vontobel Holding
EPI icon

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

Vontobel Holding’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
2021
Q4 		– Sell
-2,000
Closed -$75K – 1094
2021
Q3 		$75K Hold
2,000
– – ﹤0.01% 1117
2021
Q2 		$68K Hold
2,000
– – ﹤0.01% 1104
2021
Q1 		$63K Buy
+2,000
New +$62.2K ﹤0.01% 966

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vontobel Holding's EPI Position: Q4 2021 in Review

Vontobel Holding sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2021, closing a stake of 2,000 shares — an estimated $75K sold.

Vontobel Holding first reported a position in EPI in Q1 2021 and held it in 3 quarters. The position peaked at $75K in Q3 2021. 139 funds tracked by Wall St. Rank hold EPI as of Q4 2021.

  • Vontobel Holding reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 2,000 WisdomTree India Earnings Fund ETF shares in Q4 2021, an estimated $75K.
  • Vontobel Holding first reported a position in WisdomTree India Earnings Fund ETF in Q1 2021 and held it in 3 quarters.
  • Vontobel Holding's WisdomTree India Earnings Fund ETF position peaked at $75K in Q3 2021.
  • 139 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.