WisdomTree India Earnings Fund shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in WisdomTree India Earnings Fund
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Quarterly reported holdings in WisdomTree India Earnings Fund by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $491k | 11k | 44.20 |
| 2025-06-30 | $672k | 50k | 13.52 |
| 2025-03-31 | $589k | 14k | 43.71 |
| 2024-12-31 | $579k | 13k | 45.27 |
| 2024-09-30 | $621k | 12k | 50.46 |
| 2024-06-30 | $558k | 12k | 48.28 |
| 2024-03-31 | $477k | 11k | 44.70 |
| 2023-12-31 | $230k | 5.6k | 41.00 |
| 2020-06-30 | $6.0k | 323 | 18.58 |
| 2020-03-31 | $5.0k | 321 | 15.58 |
| 2019-12-31 | $8.0k | 321 | 24.92 |
| 2018-12-31 | $3.0k | 102 | 29.41 |
| 2018-09-30 | $2.0k | 102 | 19.61 |
| 2018-06-30 | $3.0k | 102 | 29.41 |
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