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Lifestyle Asset Management »

WisdomTree India Earnings Fund shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset 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 Lifestyle Asset 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 Lifestyle Asset Management

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$838k	18k	47.47
2025-03-31	$798k	18k	43.71
2024-12-31	$2.0M	45k	45.27
2024-09-30	$2.3M	45k	50.46
2024-06-30	$2.2M	46k	48.28

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Ishares Tr Core Us Aggbd Et (AGG)

Spdr Series Trust Bbg Conv Sec Etf (CWB)

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Exxon Mobil Corporation (XOM)

American Centy Etf Tr Intl Eqt Etf (AVDE)

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)

Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset Management

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments

Clal Insurance Enterprises Holdings

Migdal Insurance & Financial Holdings

Harel Insurance Investments & Financial Services

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet

Wells Fargo & Company

Miracle Mile Advisors

Jpmorgan Chase & Co

Catalyst Capital Advisors

Raymond James Financial

Northwestern Mutual Wealth Management Company

Venture Visionary Partners

View all funds holding WisdomTree India Earnings Fund

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