Ausdal Financial Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ausdal Financial Partners’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	–	Sell	-5,027	Closed	-$233K	–	1006
2025 Q4	$233K	Sell	5,027 -3,217	-39%	-$147K	0.01%	839
2025 Q3	$364K	Buy	8,244 +117	+1%	+$5.31K	0.02%	661
2025 Q2	$386K	Buy	8,127 +1,389	+21%	+$63K	0.03%	488
2025 Q1	$295K	Sell	6,738 -5,494	-45%	-$236K	0.02%	499
2024 Q4	$554K	Buy	12,232 +931	+8%	+$44.1K	0.05%	339
2024 Q3	$570K	Buy	11,301 +4,071	+56%	+$201K	0.06%	282
2024 Q2	$349K	Buy	7,230 +2,515	+53%	+$115K	0.04%	354
2024 Q1	$205K	Buy	+4,715	New	+$203K	0.02%	440
2016 Q1	–	Sell	-130	Closed	-$3K	–	444
2015 Q4	$3K	Buy	+130	New	+$2.59K	﹤0.01%	1164

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

Ausdal Financial Partners's EPI Position: Q1 2026 in Review

Ausdal Financial Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 5,027 shares — an estimated $233K sold.

Ausdal Financial Partners first reported a position in EPI in Q4 2015 and held it in 9 quarters. The position peaked at $570K in Q3 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Ausdal Financial Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
Ausdal Financial Partners sold 5,027 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $233K.
Ausdal Financial Partners first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and held it in 9 quarters.
Ausdal Financial Partners's WisdomTree India Earnings Fund ETF position peaked at $570K in Q3 2024.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.