Carson Wealth (CWM LLC)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Carson Wealth (CWM LLC)’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	$133K	Sell	3,272 -377	-10%	-$16.7K	﹤0.01%	3036
2025 Q4	$169K	Buy	3,649 +1,052	+41%	+$48.2K	﹤0.01%	2700
2025 Q3	$115K	Buy	2,597 +2,397	+1,199%	+$109K	﹤0.01%	2865
2025 Q2	$9K	Hold	200	–	–	﹤0.01%	4345
2025 Q1	$9K	Hold	200	–	–	﹤0.01%	4151
2024 Q4	$9K	Hold	200	–	–	﹤0.01%	3917
2024 Q3	$10K	Sell	200 -448	-69%	-$22.1K	﹤0.01%	3774
2024 Q2	$31K	Buy	648 +206	+47%	+$9.39K	﹤0.01%	2808
2024 Q1	$19K	Sell	442 -331	-43%	-$14.2K	﹤0.01%	2934
2023 Q4	$32K	Hold	773	–	–	﹤0.01%	2466
2023 Q3	$28K	Hold	773	–	–	﹤0.01%	2453
2023 Q2	$27K	Hold	773	–	–	﹤0.01%	2429
2023 Q1	$24K	Hold	773	–	–	﹤0.01%	2367
2022 Q4	$25K	Hold	773	–	–	﹤0.01%	2196
2022 Q3	$24K	Hold	773	–	–	﹤0.01%	2110
2022 Q2	$23K	Hold	773	–	–	﹤0.01%	2027
2022 Q1	$28K	Hold	773	–	–	﹤0.01%	1870
2021 Q4	$28K	Buy	+773	New	+$28.9K	﹤0.01%	1805
2021 Q2	$26K	Hold	773	–	–	﹤0.01%	1672
2021 Q1	$26K	Hold	773	–	–	﹤0.01%	1672
2020 Q4	$26K	Hold	773	–	–	﹤0.01%	1672
2020 Q3	$26K	Hold	773	–	–	﹤0.01%	1672
2020 Q2	$26K	Hold	773	–	–	﹤0.01%	1672
2020 Q1	$26K	Hold	773	–	–	﹤0.01%	1672
2019 Q4	$26K	Hold	773	–	–	﹤0.01%	1672
2019 Q3	$26K	Hold	773	–	–	﹤0.01%	1672
2019 Q2	$26K	Hold	773	–	–	﹤0.01%	1672
2019 Q1	$26K	Buy	+773	New	+$19K	﹤0.01%	1672

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

Carson Wealth (CWM LLC)'s EPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 10% in Q1 2026, selling an estimated $16.7K and leaving 3,272 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

Carson Wealth (CWM LLC) first reported a position in EPI in Q1 2019 and has held it in 28 quarters since. The position peaked at $169K in Q4 2025. 275 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Carson Wealth (CWM LLC) held 3,272 shares of WisdomTree India Earnings Fund ETF worth $133K as of Q1 2026.
Carson Wealth (CWM LLC) sold 377 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $16.7K.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3036 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree India Earnings Fund ETF in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree India Earnings Fund ETF position peaked at $169K in Q4 2025.
275 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.