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Waddell & Reed Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Waddell & Reed 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
-184,600
Closed -$2.83M – 565
2013
Q3 		$2.83M Buy
+184,600
New +$2.86M 0.01% 521

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

Waddell & Reed Financial's EPI Position: Q4 2013 in Review

Waddell & Reed Financial sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2013, closing a stake of 184,600 shares — an estimated $2.83M sold.

Waddell & Reed Financial first reported a position in EPI in Q3 2013 and held it in 1 quarter. The position peaked at $2.83M in Q3 2013. 113 funds tracked by Wall St. Rank hold EPI as of Q4 2013.

  • Waddell & Reed Financial reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 184,600 WisdomTree India Earnings Fund ETF shares in Q4 2013, an estimated $2.83M.
  • Waddell & Reed Financial first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's WisdomTree India Earnings Fund ETF position peaked at $2.83M in Q3 2013.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2013.

Based on Waddell & Reed Financial's 13F filing for Q4 2013, filed 14 Feb 2014.