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

Cosner 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 Q2	$342K	Sell	7,994 -142	-2%	-$6.05K	0.18%	30
2026 Q1	$332K	Buy	8,136 +58	+0.7%	+$2.56K	0.18%	31
2025 Q4	$374K	Hold	8,078	–	–	0.19%	30
2025 Q3	$357K	Sell	8,078 -7	-0.1%	-$318	0.19%	29
2025 Q2	$384K	Sell	8,085 -110	-1%	-$4.99K	0.21%	30
2025 Q1	$358K	Sell	8,195 -70	-0.8%	-$3K	0.22%	31
2024 Q4	$374K	Buy	8,265 +94	+1%	+$4.46K	0.24%	32
2024 Q3	$412K	Hold	8,171	–	–	0.27%	32
2024 Q2	$394K	Sell	8,171 -365	-4%	-$16.6K	0.28%	29
2024 Q1	$372K	Buy	8,536 +20	+0.2%	+$859	0.27%	30
2023 Q4	$349K	Sell	8,516 -7,140	-46%	-$271K	0.3%	29
2023 Q3	$576K	Buy	+15,656	New	+$567K	0.51%	21

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

Cosner Financial Group's EPI Position: Q2 2026 in Review

Cosner Financial Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 1.7% in Q2 2026, selling an estimated $6.05K and leaving 7,994 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #30.

Cosner Financial Group first reported a position in EPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $576K in Q3 2023. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Cosner Financial Group held 7,994 shares of WisdomTree India Earnings Fund ETF worth $342K as of Q2 2026.
Cosner Financial Group sold 142 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $6.05K.
WisdomTree India Earnings Fund ETF made up 0.18% of Cosner Financial Group's portfolio in Q2 2026, its #30 holding.
Cosner Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 12 quarters since.
Cosner Financial Group's WisdomTree India Earnings Fund ETF position peaked at $576K in Q3 2023.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.