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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
2024-03-31 $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)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

Top funds holding WisdomTree India Earnings Fund

Assetmark
Meitav Dash Investments
Wellington Management Company
Miracle Mile Advisors
UBS Group
New Vernon Capital Holdings II
Bank of America Corporation
Wells Fargo & Company
Money Design
Catalyst Capital Advisors
Millburn Ridgefield
Wright Fund Managment
HighTower Advisors
Royal Bank of Canada
Cullen Capital Management

View all funds holding WisdomTree India Earnings Fund