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WisdomTree India Earnings Fund shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 74k 44.20
2025-06-30 $3.2M 67k 47.47
2025-03-31 $3.0M 70k 43.71
2024-12-31 $3.1M 68k 45.27
2024-09-30 $4.8M 95k 50.46
2024-06-30 $4.3M 90k 48.28

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Nike CL B (NKE)

View all positions for Circle Wealth Management

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