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WisdomTree India Earnings Fund shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 78k 45.27
2024-09-30 $2.2M 44k 50.46
2024-06-30 $2.1M 43k 48.28

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Core S&p Us Vlu (IUSV)
Apple (AAPL)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Jpmorgan Usd Emg (EMB)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Q2 Holdings (QTWO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Venturi Wealth Management

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Jane Street
Migdal Insurance & Financial Holdings
Bank of America Corporation
BlackRock
Harel Insurance Investments & Financial Services
LPL Financial
Wellington Management Company
Clal Insurance Enterprises Holdings
Thrivent Financial for Lutherans
Jennison Associates
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Putnam Fl Investment Management
Miracle Mile Advisors

View all funds holding WisdomTree India Earnings Fund