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WisdomTree India Earnings Fund shares owned by Calton & Associates

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree India Earnings Fund held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree India Earnings Fund by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 32k 47.47
2025-03-31 $1.1M 25k 43.71
2024-12-31 $353k 7.8k 45.27
2024-09-30 $758k 15k 50.46
2024-06-30 $374k 7.7k 48.28
2024-03-31 $298k 6.8k 43.56
2017-12-31 $60k 2.0k 29.31

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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