Washington Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Washington Trust’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 Q2	–	Sell	-5,045	Closed	-$82K	–	905
2020 Q1	$82K	Buy	+5,045	New	+$112K	﹤0.01%	330
2018 Q3	–	Sell	-5,045	Closed	-$127K	–	411
2018 Q2	$127K	Buy	+5,045	New	+$131K	0.01%	284

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Washington Trust's EPI Position: Q2 2020 in Review

Washington Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 5,045 shares — an estimated $82K sold.

Washington Trust first reported a position in EPI in Q2 2018 and held it in 2 quarters. The position peaked at $127K in Q2 2018. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

Washington Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
Washington Trust sold 5,045 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $82K.
Washington Trust first reported a position in WisdomTree India Earnings Fund ETF in Q2 2018 and held it in 2 quarters.
Washington Trust's WisdomTree India Earnings Fund ETF position peaked at $127K in Q2 2018.
113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Washington Trust's 13F filing for Q2 2020, filed 4 Aug 2020.