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WisdomTree India Earnings Fund shares owned by Avid Wealth Partners

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Avid Wealth Partners from 13F filings

Historical chart of Avid Wealth Partners investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree India Earnings Fund held by Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree India Earnings Fund by Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 98k 44.20
2025-06-30 $4.2M 90k 47.47
2025-03-31 $3.4M 78k 43.71
2024-12-31 $2.9M 64k 45.27
2024-09-30 $3.3M 66k 50.46
2024-06-30 $3.0M 63k 48.28
2024-03-31 $2.1M 49k 43.56

More positions owned by Avid Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Global X Fds Global X Uranium (URA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Mega Cap Val Etf (MGV)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Msci Gbl Gold Mn (RING)
Ishares Tr U.s. Tech Etf (IYW)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr National Mun Etf (MUB)

View all positions for Avid Wealth Partners

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Clal Insurance Enterprises Holdings
Migdal Insurance & Financial Holdings
LPL Financial
Harel Insurance Investments & Financial Services
Jane Street
Bank Of Montreal
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Wells Fargo & Company
Money Design
Miracle Mile Advisors
Jpmorgan Chase & Co
Atlantic Trust
UBS Group

View all funds holding WisdomTree India Earnings Fund