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Kingswood Wealth Advisors »

WisdomTree India Earnings Fund shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$625k	14k	44.20
2025-06-30	$523k	11k	47.47
2025-03-31	$499k	11k	43.71
2024-12-31	$533k	12k	45.27
2024-09-30	$247k	4.9k	50.46
2024-06-30	$402k	8.3k	48.28

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View all positions for Kingswood Wealth Advisors

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments

Clal Insurance Enterprises Holdings

Migdal Insurance & Financial Holdings

Harel Insurance Investments & Financial Services

Bank Of Montreal

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet

Wells Fargo & Company

Miracle Mile Advisors

Jpmorgan Chase & Co

View all funds holding WisdomTree India Earnings Fund

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