Ameriprise
EPI icon

Ameriprise’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ameriprise’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 		$12.5M Sell
306,857
-52,871
-15% -$2.34M ﹤0.01% 1756
2025
Q4 		$16.7M Buy
359,728
+10,794
+3% +$494K ﹤0.01% 1550
2025
Q3 		$15.4M Sell
348,934
-110,627
-24% -$5.02M ﹤0.01% 1588
2025
Q2 		$21.8M Buy
459,561
+1,052
+0.2% +$47.7K 0.01% 1297
2025
Q1 		$20.1M Buy
458,509
+92,840
+25% +$3.98M 0.01% 1313
2024
Q4 		$16.6M Buy
365,669
+168,110
+85% +$7.97M ﹤0.01% 1461
2024
Q3 		$9.96M Sell
197,559
-113,231
-36% -$5.58M ﹤0.01% 1805
2024
Q2 		$15M Buy
310,790
+19,632
+7% +$895K ﹤0.01% 1459
2024
Q1 		$12.7M Sell
291,158
-49,506
-15% -$2.13M ﹤0.01% 1584
2023
Q4 		$13.9M Buy
340,664
+119,505
+54% +$4.53M ﹤0.01% 1498
2023
Q3 		$8.13M Sell
221,159
-19,999
-8% -$724K ﹤0.01% 1869
2023
Q2 		$8.39M Buy
241,158
+11,943
+5% +$396K ﹤0.01% 1920
2023
Q1 		$7.23M Buy
229,215
+2,468
+1% +$79.4K ﹤0.01% 2034
2022
Q4 		$7.39M Buy
226,747
+24,869
+12% +$806K ﹤0.01% 2009
2022
Q3 		$6.17M Sell
201,878
-594,530
-75% -$18.9M ﹤0.01% 2063
2022
Q2 		$23.6M Buy
796,408
+156,884
+25% +$5.34M 0.01% 1103
2022
Q1 		$23M Sell
639,524
-132,712
-17% -$4.82M 0.01% 1241
2021
Q4 		$28.2M Buy
772,236
+149,527
+24% +$5.59M 0.01% 1159
2021
Q3 		$23.3M Buy
622,709
+254,111
+69% +$9.04M 0.01% 1155
2021
Q2 		$12.5M Buy
368,598
+194,969
+112% +$6.35M ﹤0.01% 1748
2021
Q1 		$5.47M Buy
173,629
+81,586
+89% +$2.54M ﹤0.01% 2347
2020
Q4 		$2.69M Buy
92,043
+41,042
+80% +$1.07M ﹤0.01% 2645
2020
Q3 		$1.2M Sell
51,001
-50,070
-50% -$1.14M ﹤0.01% 2889
2020
Q2 		$2.02M Buy
101,071
+34,789
+52% +$634K ﹤0.01% 2598
2020
Q1 		$1.07M Sell
66,282
-384,915
-85% -$8.58M ﹤0.01% 2786
2019
Q4 		$11.2M Sell
451,197
-282,086
-38% -$6.84M ﹤0.01% 1652
2019
Q3 		$17.5M Sell
733,283
-377,320
-34% -$9.07M 0.01% 1241
2019
Q2 		$28.9M Buy
1,110,603
+22,207
+2% +$576K 0.01% 930
2019
Q1 		$28.6M Buy
1,088,396
+8,133
+0.8% +$200K 0.01% 924
2018
Q4 		$26.8M Buy
1,080,263
+26,922
+3% +$629K 0.01% 901
2018
Q3 		$25.4M Buy
1,053,341
+215,051
+26% +$5.6M 0.01% 1122
2018
Q2 		$21.1M Buy
838,290
+58,459
+7% +$1.52M 0.01% 1126
2018
Q1 		$20.4M Buy
779,831
+360,888
+86% +$9.93M 0.01% 1103
2017
Q4 		$11.7M Buy
418,943
+318,562
+317% +$8.5M 0.01% 1496
2017
Q3 		$2.52M Buy
100,381
+18,928
+23% +$492K ﹤0.01% 2487
2017
Q2 		$2M Buy
81,453
+27,452
+51% +$681K ﹤0.01% 2606
2017
Q1 		$1.3M Sell
54,001
-11,118
-17% -$248K ﹤0.01% 2767
2016
Q4 		$1.32M Sell
65,119
-57,999
-47% -$1.21M ﹤0.01% 2832
2016
Q3 		$2.66M Buy
123,118
+7,481
+6% +$160K ﹤0.01% 2414
2016
Q2 		$2.33M Sell
115,637
-704,049
-86% -$13.8M ﹤0.01% 2447
2016
Q1 		$16M Buy
819,686
+712,847
+667% +$13M 0.01% 1070
2015
Q4 		$2.12M Buy
106,839
+9,426
+10% +$188K ﹤0.01% 2573
2015
Q3 		$1.94M Sell
97,413
-37,836
-28% -$786K ﹤0.01% 2633
2015
Q2 		$2.93M Sell
135,249
-915
-0.7% -$20.1K ﹤0.01% 2508
2015
Q1 		$3.1M Buy
136,164
+93
+0.1% +$2.17K ﹤0.01% 2363
2014
Q4 		$3M Sell
136,071
-41,520
-23% -$933K ﹤0.01% 2359
2014
Q3 		$3.89M Buy
177,591
+5,897
+3% +$133K ﹤0.01% 2183
2014
Q2 		$3.86M Buy
171,694
+3,733
+2% +$77.8K ﹤0.01% 2229
2014
Q1 		$3.19M Buy
167,961
+248
+0.1% +$4.23K ﹤0.01% 2292
2013
Q4 		$2.91M Sell
167,713
-26,920
-14% -$448K ﹤0.01% 2299
2013
Q3 		$2.98M Buy
194,633
+6,378
+3% +$98.8K ﹤0.01% 2250
2013
Q2 		$3.04M Buy
+188,255
New +$3.35M ﹤0.01% 2163

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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 $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

Ameriprise's EPI Position: Q1 2026 in Review

Ameriprise reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 15% in Q1 2026, selling an estimated $2.34M and leaving 306,857 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Ameriprise first reported a position in EPI in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.9M in Q2 2019. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Ameriprise held 306,857 shares of WisdomTree India Earnings Fund ETF worth $12.5M as of Q1 2026.
  • Ameriprise sold 52,871 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $2.34M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1756 holding.
  • Ameriprise first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's WisdomTree India Earnings Fund ETF position peaked at $28.9M in Q2 2019.
  • 272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.