WA
EPI icon

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

WFG 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
2017
Q2 		$17K Buy
705
+202
+40% +$5.01K ﹤0.01% 987
2017
Q1 		$12K Buy
503
+1
+0.2% +$22 ﹤0.01% 1020
2016
Q4 		$10K Hold
502
– – ﹤0.01% 1098
2016
Q3 		$11K Buy
+502
New +$10.7K ﹤0.01% 1093
2015
Q3 		– Sell
-1,976
Closed -$43K – 1635
2015
Q2 		$43K Buy
1,976
+1
+0.1% +$22 0.01% 765
2015
Q1 		$45K Buy
1,975
+125
+7% +$2.92K 0.01% 754
2014
Q4 		$41K Sell
1,850
-949
-34% -$21.3K 0.01% 951
2014
Q3 		$61K Buy
2,799
+3
+0.1% +$68 0.01% 849
2014
Q2 		$63K Buy
2,796
+1,615
+137% +$33.6K 0.01% 825
2014
Q1 		$22K Sell
1,181
-32,909
-97% -$562K ﹤0.01% 1211
2013
Q4 		$595K Buy
34,090
+33,090
+3,309% +$551K 0.08% 271
2013
Q3 		$15K Hold
1,000
– – ﹤0.01% 1366
2013
Q2 		$16K Buy
+1,000
New +$17.8K ﹤0.01% 1283

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

WFG Advisors's EPI Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree India Earnings Fund ETF (EPI) stake by 40% in Q2 2017, buying an estimated $5.01K and bringing the position to 705 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

WFG Advisors first reported a position in EPI in Q2 2013 and has held it in 13 quarters since. The position peaked at $595K in Q4 2013. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2017.

  • WFG Advisors held 705 shares of WisdomTree India Earnings Fund ETF worth $17K as of Q2 2017.
  • WFG Advisors bought 202 WisdomTree India Earnings Fund ETF shares in Q2 2017, an estimated $5.01K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #987 holding.
  • WFG Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 13 quarters since.
  • WFG Advisors's WisdomTree India Earnings Fund ETF position peaked at $595K in Q4 2013.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.