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WisdomTree India Earnings Fund shares owned by Sweeney & Michel

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-12-31 $468k 10k 46.25
2025-09-30 $915k 20k 44.83
2025-06-30 $893k 19k 46.74
2025-03-31 $713k 17k 41.30
2024-09-30 $836k 17k 48.71

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Capital Group International SHS (CGIE)
Capital Group Dividend Growe Shs Etf (CGDG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
TriCo Bancshares (TCBK)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments
Clal Insurance Enterprises Holdings
Migdal Insurance & Financial Holdings
LPL Financial
Harel Insurance Investments & Financial Services
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Wells Fargo & Company
Miracle Mile Advisors
Jpmorgan Chase & Co
Old Mission Capital
Atlantic Trust
Raymond James Financial
Venture Visionary Partners
Millburn Ridgefield
Catalyst Capital Advisors

View all funds holding WisdomTree India Earnings Fund