Baird Financial Group
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Baird Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Baird Financial Group’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
-28,879
Closed -$1.34M – 1860
2025
Q4 		$1.34M Buy
28,879
+6,933
+32% +$318K ﹤0.01% 1155
2025
Q3 		$970K Buy
+21,946
New +$996K ﹤0.01% 1260
2025
Q2 		– Sell
-8,821
Closed -$386K – 1788
2025
Q1 		$386K Sell
8,821
-63,689
-88% -$2.73M ﹤0.01% 1471
2024
Q4 		$3.28M Sell
72,510
-17,300
-19% -$820K 0.01% 821
2024
Q3 		$4.53M Sell
89,810
-24,184
-21% -$1.19M 0.01% 705
2024
Q2 		$5.5M Buy
113,994
+11,442
+11% +$522K 0.01% 638
2024
Q1 		$4.47M Buy
102,552
+29,780
+41% +$1.28M 0.01% 696
2023
Q4 		$2.98M Buy
72,772
+29,472
+68% +$1.12M 0.01% 817
2023
Q3 		$1.59M Sell
43,300
-5,738
-12% -$208K ﹤0.01% 974
2023
Q2 		$1.71M Sell
49,038
-10,293
-17% -$341K ﹤0.01% 969
2023
Q1 		$1.87M Buy
59,331
+3,297
+6% +$106K ﹤0.01% 902
2022
Q4 		$1.83M Buy
56,034
+36,577
+188% +$1.19M ﹤0.01% 904
2022
Q3 		$594K Sell
19,457
-1,018
-5% -$32.3K ﹤0.01% 1227
2022
Q2 		$607K Buy
20,475
+1,028
+5% +$35K ﹤0.01% 1266
2022
Q1 		$700K Sell
19,447
-1,668
-8% -$60.5K ﹤0.01% 1288
2021
Q4 		$770K Sell
21,115
-1,574
-7% -$58.8K ﹤0.01% 1301
2021
Q3 		$849K Sell
22,689
-995
-4% -$35.4K ﹤0.01% 1269
2021
Q2 		$802K Buy
+23,684
New +$772K ﹤0.01% 1264
2016
Q2 		– Sell
-35,715
Closed -$697K – 1210
2016
Q1 		$697K Buy
35,715
+843
+2% +$15.4K 0.01% 830
2015
Q4 		$693K Sell
34,872
-3,925
-10% -$78.1K 0.01% 813
2015
Q3 		$773K Buy
38,797
+12,522
+48% +$260K 0.01% 785
2015
Q2 		$569K Buy
+26,275
New +$578K 0.01% 918

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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

Baird Financial Group's EPI Position: Q1 2026 in Review

Baird Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2026, closing a stake of 28,879 shares — an estimated $1.34M sold.

Baird Financial Group first reported a position in EPI in Q2 2015 and held it in 22 quarters. The position peaked at $5.5M in Q2 2024. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

  • Baird Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 28,879 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $1.34M.
  • Baird Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2015 and held it in 22 quarters.
  • Baird Financial Group's WisdomTree India Earnings Fund ETF position peaked at $5.5M in Q2 2024.
  • 275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.