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WisdomTree India Earnings Fund shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 142k 44.20
2025-06-30 $6.9M 145k 47.47
2025-03-31 $5.9M 136k 43.71
2024-12-31 $5.4M 118k 45.27
2024-09-30 $4.6M 92k 50.46

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Short (BWZ)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Laurel Wealth Planning

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