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 Q2	$291K	Buy	6,793 +5,809	+590%	+$248K	﹤0.01%	1505
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 $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AE Wealth Management's EPI Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree India Earnings Fund ETF (EPI) stake by 590% in Q2 2026, buying an estimated $248K and bringing the position to 6,793 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

AE Wealth Management first reported a position in EPI in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

AE Wealth Management held 6,793 shares of WisdomTree India Earnings Fund ETF worth $291K as of Q2 2026.
AE Wealth Management bought 5,809 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $248K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1505 holding.
AE Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.