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WisdomTree India Earnings Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 26k 46.29
2025-09-30 $63k 1.4k 44.21
2025-06-30 $9.5k 200 47.54
2025-03-31 $15k 335 43.75
2024-12-31 $118k 2.6k 45.27

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Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments
Clal Insurance Enterprises Holdings
Migdal Insurance & Financial Holdings
LPL Financial
Harel Insurance Investments & Financial Services
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Wells Fargo & Company
Miracle Mile Advisors
Jpmorgan Chase & Co
Old Mission Capital
Atlantic Trust
Venture Visionary Partners
Raymond James Financial
Millburn Ridgefield
Catalyst Capital Advisors

View all funds holding WisdomTree India Earnings Fund