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WisdomTree India Earnings Fund shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 293k 44.20
2025-06-30 $12M 244k 47.47
2025-03-31 $11M 249k 43.71
2024-12-31 $9.7M 215k 45.27
2024-09-30 $10M 199k 50.46
2024-06-30 $3.1M 64k 48.28
2020-03-31 $177k 11k 16.24

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

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