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WisdomTree India Earnings Fund shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $682k 16k 42.78
2026-03-31 $682k 17k 40.80
2025-12-31 $808k 17k 46.29
2025-09-30 $752k 17k 44.20
2025-06-30 $3.9M 82k 47.47
2025-03-31 $3.4M 78k 43.71
2024-12-31 $3.2M 71k 45.27

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Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
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Apple Stock (AAPL)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments
Clal Insurance Enterprises Holdings
Morgan Stanley
LPL Financial
Bank of America Corporation
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Old Mission Capital
Catalyst Capital Advisors
Miracle Mile Advisors
Millburn Ridgefield
Barclays
CIBC Bancorp USA
Venture Visionary Partners
Wells Fargo & Company
Kestra Advisory Services

View all funds holding WisdomTree India Earnings Fund