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WisdomTree India Earnings Fund shares owned by Summit Financial

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

Historical chart of Summit Financial investment in WisdomTree India Earnings Fund

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All positions including WisdomTree India Earnings Fund held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree India Earnings Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 8.0k 44.20
2025-06-30 $1.5M 31k 47.47
2025-03-31 $6.5M 150k 43.71
2024-12-31 $1.2M 27k 45.27

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View all positions for Summit Financial

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Clal Insurance Enterprises Holdings
Migdal Insurance & Financial Holdings
LPL Financial
Harel Insurance Investments & Financial Services
Jane Street
Bank Of Montreal
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Wells Fargo & Company
Money Design
Miracle Mile Advisors
Jpmorgan Chase & Co
Atlantic Trust
UBS Group

View all funds holding WisdomTree India Earnings Fund