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Integrated Wealth Concepts »

WisdomTree India Earnings Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.2M	25k	50.46
2024-06-30	$801k	17k	48.28
2023-09-30	$1.3M	35k	36.76
2021-12-31	$966k	27k	36.48
2021-09-30	$932k	25k	37.40
2021-03-31	$776k	25k	31.51
2020-12-31	$717k	25k	29.19

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View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley

Meitav Dash Investments

Bank of America Corporation

BlackRock

LPL Financial

Driehaus Capital Management

Harel Insurance Investments & Financial Services

Jennison Associates

Clal Insurance Enterprises Holdings

Assetmark

Thrivent Financial for Lutherans

Miracle Mile Advisors

Putnam Fl Investment Management

Wells Fargo & Company

View all funds holding WisdomTree India Earnings Fund

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