WI
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WBI Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

WBI Investments’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
2017
Q2 		– Sell
-37,440
Closed -$903K – 312
2017
Q1 		$903K Buy
+37,440
New +$834K 0.04% 212
2015
Q2 		– Sell
-23,048
Closed -$525K – 235
2015
Q1 		$525K Buy
+23,048
New +$538K 0.01% 197
2014
Q4 		– Sell
-19,261
Closed -$422K – 200
2014
Q3 		$422K Buy
+19,261
New +$434K 0.01% 157

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WBI Investments's EPI Position: Q2 2017 in Review

WBI Investments sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2017, closing a stake of 37,440 shares — an estimated $903K sold.

WBI Investments first reported a position in EPI in Q3 2014 and held it in 3 quarters. The position peaked at $903K in Q1 2017. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2017.

  • WBI Investments reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2017 after selling out during the quarter.
  • WBI Investments sold 37,440 WisdomTree India Earnings Fund ETF shares in Q2 2017, an estimated $903K.
  • WBI Investments first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 3 quarters.
  • WBI Investments's WisdomTree India Earnings Fund ETF position peaked at $903K in Q1 2017.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2017.

Based on WBI Investments's 13F filing for Q2 2017, filed 10 Aug 2017.