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Wunderlich Capital Managemnt’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wunderlich Capital Managemnt’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
-15,181
Closed -$246K – 76
2020
Q1 		$246K Buy
15,181
+622
+4% +$13.9K 0.2% 72
2019
Q4 		$362K Hold
14,559
– – 0.23% 79
2019
Q3 		$347K Buy
14,559
+238
+2% +$5.72K 0.24% 75
2019
Q2 		$373K Sell
14,321
-638
-4% -$16.6K 0.25% 78
2019
Q1 		$393K Sell
14,959
-548
-4% -$13.4K 0.27% 78
2018
Q4 		$385K Sell
15,507
-452
-3% -$10.6K 0.3% 79
2018
Q3 		$385K Buy
15,959
+83
+0.5% +$2.16K 0.27% 79
2018
Q2 		$400K Hold
15,876
– – 0.28% 80
2018
Q1 		$416K Hold
15,876
– – 0.29% 83
2017
Q4 		$442K Sell
15,876
-115
-0.7% -$3.07K 0.31% 79
2017
Q3 		$402K Sell
15,991
-1,745
-10% -$45.4K 0.3% 79
2017
Q2 		$435K Buy
17,736
+1,488
+9% +$36.9K 0.33% 79
2017
Q1 		$392K Buy
16,248
+1,940
+14% +$43.2K 0.31% 78
2016
Q4 		$289K Hold
14,308
– – 0.24% 83
2016
Q3 		$309K Hold
14,308
– – 0.25% 82
2016
Q2 		$289K Buy
14,308
+73
+0.5% +$1.43K 0.24% 81
2016
Q1 		$278K Hold
14,235
– – 0.24% 83
2015
Q4 		$283K Buy
14,235
+358
+3% +$7.13K 0.24% 89
2015
Q3 		$276K Buy
13,877
+4,992
+56% +$104K 0.26% 83
2015
Q2 		$192K Buy
8,885
+460
+5% +$10.1K 0.19% 66
2015
Q1 		$190K Buy
+8,425
New +$197K 0.17% 70

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SG Americas Securities
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wunderlich Capital Managemnt's EPI Position: Q2 2020 in Review

Wunderlich Capital Managemnt sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 15,181 shares — an estimated $246K sold.

Wunderlich Capital Managemnt first reported a position in EPI in Q1 2015 and held it in 21 quarters. The position peaked at $442K in Q4 2017. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

  • Wunderlich Capital Managemnt reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 15,181 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $246K.
  • Wunderlich Capital Managemnt first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 21 quarters.
  • Wunderlich Capital Managemnt's WisdomTree India Earnings Fund ETF position peaked at $442K in Q4 2017.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2020, filed 17 Aug 2020.