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WisdomTree India Earnings Fund shares owned by Peak Financial Management

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

Historical chart of Peak Financial 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 Peak Financial 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $480k 9.5k 50.46
2024-06-30 $460k 9.5k 48.28
2024-03-31 $384k 8.8k 43.56
2023-12-31 $207k 5.1k 41.00

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Bank of America Corporation
BlackRock
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