AE Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AE Wealth Management’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.2K	Buy	984 +581	+144%	+$25.7K	﹤0.01%	2008
2025 Q4	$18.7K	Sell	403 -76	-16%	-$3.48K	﹤0.01%	2044
2025 Q3	$21.2K	Buy	479 +108	+29%	+$4.9K	﹤0.01%	1886
2025 Q2	$17.6K	Hold	371	–	–	﹤0.01%	1788
2025 Q1	$16.2K	Sell	371 -671	-64%	-$28.8K	﹤0.01%	1782
2024 Q4	$47.2K	Buy	+1,042	New	+$49.4K	﹤0.01%	1569

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

AE Wealth Management's EPI Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 144% in Q1 2026, buying an estimated $25.7K and bringing the position to 984 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

AE Wealth Management first reported a position in EPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.2K in Q4 2024. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

AE Wealth Management held 984 shares of WisdomTree India Earnings Fund ETF worth $40.2K as of Q1 2026.
AE Wealth Management bought 581 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $25.7K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2008 holding.
AE Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $47.2K in Q4 2024.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.