WA
EPI icon

Wasatch Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wasatch Advisors’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
2015
Q4 		– Sell
-321,455
Closed -$6.4M – 372
2015
Q3 		$6.4M Sell
321,455
-24,250
-7% -$504K 0.09% 201
2015
Q2 		$7.49M Hold
345,705
– – 0.08% 211
2015
Q1 		$7.88M Hold
345,705
– – 0.08% 197
2014
Q4 		$7.62M Hold
345,705
– – 0.08% 206
2014
Q3 		$7.57M Sell
345,705
-317,881
-48% -$7.16M 0.08% 211
2014
Q2 		$14.9M Buy
663,586
+37,100
+6% +$773K 0.14% 169
2014
Q1 		$11.9M Hold
626,486
– – 0.12% 189
2013
Q4 		$10.9M Sell
626,486
-129,492
-17% -$2.15M 0.11% 184
2013
Q3 		$11.6M Sell
755,978
-184,850
-20% -$2.86M 0.12% 183
2013
Q2 		$15.2M Buy
+940,828
New +$16.7M 0.17% 177

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return