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Wharton Business Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wharton Business Group’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
-17,295
Closed -$265K – 150
2013
Q3 		$265K Buy
17,295
+5,870
+51% +$91K 0.02% 134
2013
Q2 		$185K Buy
+11,425
New +$203K 0.02% 141

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

Wharton Business Group's EPI Position: Q4 2013 in Review

Wharton Business Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2013, closing a stake of 17,295 shares — an estimated $265K sold.

Wharton Business Group first reported a position in EPI in Q2 2013 and held it in 2 quarters. The position peaked at $265K in Q3 2013. 113 funds tracked by Wall St. Rank hold EPI as of Q4 2013.

  • Wharton Business Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2013 after selling out during the quarter.
  • Wharton Business Group sold 17,295 WisdomTree India Earnings Fund ETF shares in Q4 2013, an estimated $265K.
  • Wharton Business Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 2 quarters.
  • Wharton Business Group's WisdomTree India Earnings Fund ETF position peaked at $265K in Q3 2013.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2013.

Based on Wharton Business Group's 13F filing for Q4 2013, filed 7 Feb 2014.