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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
2025-03-31 $2.0M 46k 43.71
2024-12-31 $3.5M 78k 45.27
2024-09-30 $2.2M 44k 50.46
2024-06-30 $2.1M 43k 48.28

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View all positions for Venturi Wealth Management

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