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Xponance’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Xponance’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
Q4 		– Sell
-8,670
Closed -$218K – 68
2017
Q3 		$218K Sell
8,670
-606,831
-99% -$15.8M 0.14% 54
2017
Q2 		$24.2M Buy
615,501
+427,842
+228% +$10.6M 6.05% 1
2017
Q1 		$4.53M Buy
+187,659
New +$4.18M 1.21% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Xponance's EPI Position: Q4 2017 in Review

Xponance sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2017, closing a stake of 8,670 shares — an estimated $218K sold.

Xponance first reported a position in EPI in Q1 2017 and held it in 3 quarters. The position peaked at $24.2M in Q2 2017. 177 funds tracked by Wall St. Rank hold EPI as of Q4 2017.

  • Xponance reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2017 after selling out during the quarter.
  • Xponance sold 8,670 WisdomTree India Earnings Fund ETF shares in Q4 2017, an estimated $218K.
  • Xponance first reported a position in WisdomTree India Earnings Fund ETF in Q1 2017 and held it in 3 quarters.
  • Xponance's WisdomTree India Earnings Fund ETF position peaked at $24.2M in Q2 2017.
  • 177 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2017.

Based on Xponance's 13F filing for Q4 2017, filed 6 Feb 2018.