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WisdomTree India Earnings Fund shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree India Earnings Fund held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree India Earnings Fund by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 26k 44.20
2025-06-30 $1.2M 25k 47.47
2025-03-31 $981k 23k 43.71
2024-12-31 $982k 22k 45.27
2024-09-30 $1.0M 20k 50.46
2024-06-30 $612k 13k 48.28