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 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 $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $2.44B AUM 24.95% 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

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

Cosner Financial Group increased its WisdomTree India Earnings Fund ETF (EPI) stake by 0.72% in Q1 2026, buying an estimated $2.56K and bringing the position to 8,136 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #31.

Cosner Financial Group first reported a position in EPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $576K in Q3 2023. 272 funds tracked by Wall St. Rank hold EPI as of Q1 2026.

Cosner Financial Group held 8,136 shares of WisdomTree India Earnings Fund ETF worth $332K as of Q1 2026.
Cosner Financial Group bought 58 WisdomTree India Earnings Fund ETF shares in Q1 2026, an estimated $2.56K.
WisdomTree India Earnings Fund ETF made up 0.18% of Cosner Financial Group's portfolio in Q1 2026, its #31 holding.
Cosner Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2023 and has held it in 11 quarters since.
Cosner Financial Group's WisdomTree India Earnings Fund ETF position peaked at $576K in Q3 2023.
272 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.