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WisdomTree India Earnings Fund (EPI) Institutional Ownership

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$46.47
+0.58 (+1.26%)
(As of 06/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree India Earnings Fund (NYSEARCA:EPI)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$725.87M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$47.30M
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EPI Institutional Buying and Selling by Quarter

WisdomTree India Earnings Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC43,357$1.89M0.0%N/A0.065%
5/24/2024 Cetera Investment Advisers65,335$2.85M0.0%+46.2%0.098%
5/17/2024 Comerica Bank23,063$1.01M0.0%+5.6%0.035%
5/16/2024 Jane Street Group LLC4,813,631$209.68M0.0%N/A7.206%
5/15/2024 Ascent Group LLC30,401$1.32M0.1%+49.1%0.046%
5/15/2024 Flow Traders U.S. LLC66,386$2.89M0.2%N/A0.099%
5/14/2024 Axxcess Wealth Management LLC5,809$253K0.0%N/A0.009%
5/14/2024 OLD Mission Capital LLC858,126$37.38M0.6%+637.1%1.285%
5/14/2024 Crewe Advisors LLC9,150$399K0.0%N/A0.014%
5/13/2024 Basso Capital Management L.P.32,625$1.42M1.3%+93.6%0.049%
5/11/2024 Beaumont Financial Advisors LLC9,551$416K0.0%N/A0.014%
5/11/2024 Edgestream Partners L.P.5,490$239K0.0%N/A0.008%
5/10/2024 Osaic Holdings Inc.224,904$9.80M0.0%+25.5%0.337%
5/10/2024 Twin Tree Management LP10,387$452K0.0%N/A0.016%
5/9/2024 Blair William & Co. IL50,347$2.19M0.0%+150.3%0.075%
5/9/2024 Kingsview Wealth Management LLC58,168$2.53M0.1%N/A0.087%
5/9/2024 Avid Wealth Partners LLC48,882$2.13M1.7%N/A0.073%
5/8/2024 Edmond DE Rothschild Holding S.A.2,445$107K0.0%N/A0.004%
5/8/2024 Avantax Advisory Services Inc.8,107$353K0.0%N/A0.012%
5/8/2024 Inspire Advisors LLC104,728$4.56M0.6%+83.1%0.157%
5/7/2024 Yahav Achim Ve Achayot Provident Funds Management Co Ltd.62,499$2.72M4.3%-49.0%0.094%
5/7/2024 PFG Advisors10,750$468K0.0%N/A0.016%
5/7/2024 SG Americas Securities LLC42,122$1.84M0.0%+8.4%0.063%
5/6/2024 Envestnet Portfolio Solutions Inc.10,585$461K0.0%N/A0.016%
5/4/2024 Csenge Advisory Group54,334$2.37M0.1%+76.5%0.082%
5/3/2024 Larson Financial Group LLC2,505$109K0.0%-54.2%0.004%
5/2/2024 Adapt Wealth Advisors LLC119,277$5.20M3.7%N/A0.180%
5/2/2024 GSB Wealth Management LLC71,641$3.12M0.9%+17.7%0.108%
5/2/2024 Crown Wealth Group LLC13,383$583K0.3%N/A0.020%
5/2/2024 Hanlon Investment Management Inc.8,425$367K0.1%N/A0.013%
5/1/2024 Janney Montgomery Scott LLC55,190$2.40M0.0%+600.6%0.083%
5/1/2024 BNP Paribas Financial Markets13,796$601K0.0%+24.7%0.021%
5/1/2024 Meitav Investment House Ltd.2,577,572$112.30M2.2%+85.8%3.882%
5/1/2024 Mirae Asset Global Investments Co. Ltd.124,100$5.41M0.0%+412.8%0.187%
5/1/2024 Sequoia Financial Advisors LLC4,661$203K0.0%N/A0.007%
4/30/2024 Private Advisor Group LLC144,370$6.29M0.0%+119.4%0.217%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,560,000$67.95M1.3%+38,900.0%2.349%
4/30/2024 Naples Global Advisors LLC24,029$1.05M0.1%+4.8%0.036%
4/30/2024Commonwealth Equity Services LLC22,682$988K0.0%+45.2%0.034%
4/29/2024 Onyx Bridge Wealth Group LLC22,501$1.02M0.2%N/A0.034%
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4/27/2024 Millburn Ridgefield Corp405,247$17.65M0.5%+5.4%0.610%
4/26/2024 UMB Bank n.a.7,434$324K0.0%+46.0%0.011%
4/26/2024 MONECO Advisors LLC93,898$4.09M0.7%+0.9%0.141%
4/26/2024 Bogart Wealth LLC736$32K0.0%N/A0.001%
4/25/2024 Lodestar Private Asset Management LLC9,703$423K0.1%N/A0.015%
4/25/2024 L.M. Kohn & Company13,834$603K0.2%+27.7%0.021%
4/25/2024 Valeo Financial Advisors LLC10,669$477K0.0%+90.0%0.016%
4/25/2024 Cambridge Investment Research Advisors Inc.34,390$1.50M0.0%+113.9%0.052%
4/24/2024 CENTRAL TRUST Co1,795$78K0.0%N/A0.003%
4/23/2024 Global Retirement Partners LLC3,525$154K0.0%+49.6%0.005%
4/23/2024 Nations Financial Group Inc. IA ADV28,072$1.22M0.1%N/A0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.107,158$4.67M0.0%+5.0%0.161%
4/22/2024 Raymond James & Associates134,668$5.87M0.0%+20.9%0.203%
4/22/2024 Rainey & Randall Investment Management Inc.4,922$214K0.1%N/A0.007%
4/22/2024 Carmel Capital Management L.L.C.128,405$5.59M2.3%+0.2%0.193%
4/19/2024 GenTrust LLC23,971$1.04M0.1%-6.9%0.083%
4/19/2024 Pachira Investments Inc.18,203$793K0.6%+258.9%0.063%
4/18/2024 Narus Financial Partners LLC28,454$1.24M0.5%+473.7%0.098%
4/18/2024 Miracle Mile Advisors LLC915,966$39.90M1.0%-9.4%3.159%
4/17/2024 Fiduciary Alliance LLC31,114$1.36M0.2%+6.1%0.107%
4/17/2024 Atticus Wealth Management LLC3,355$146K0.0%+29.6%0.012%
4/16/2024 Bridge Advisory LLC13,907$606K0.3%N/A0.048%
4/16/2024 Calton & Associates Inc.6,845$298K0.1%N/A0.024%
4/15/2024 DGS Capital Management LLC5,450$237K0.1%N/A0.019%
4/12/2024 Whitaker Myers Wealth Managers LTD.180,045$7.84M3.3%+12.4%0.621%
4/12/2024 Ignite Planners LLC8,775$383K0.1%+27.5%0.030%
4/12/2024 Harbor Investment Advisory LLC11,785$513K0.1%+9.3%0.041%
4/12/2024 Global Trust Asset Management LLC5,300$231K0.1%+5,200.0%0.018%
4/10/2024 Ferguson Shapiro LLC56,018$2.44M1.1%-5.4%0.193%
4/10/2024 Park Avenue Securities LLC69,022$3.01M0.0%+13.8%0.238%
4/10/2024 Wedmont Private Capital7,492$336K0.0%N/A0.026%
4/10/2024 EWG Elevate Inc.5,072$221K0.1%N/A0.017%
4/9/2024 Lowe Wealth Advisors LLC19,330$842K0.4%+2.5%0.067%
4/4/2024 Leibman Financial Services Inc.82,683$3.60M2.8%+6.3%0.285%
3/5/2024 Wellington Management Group LLP1,377,687$56.49M0.0%-4.0%4.751%
2/26/2024 Centaurus Financial Inc.47,894$1.96M0.1%+289.9%0.165%
2/14/2024 Barometer Capital Management Inc.15,700$644K0.2%-26.3%0.054%
2/14/2024 Cullen Capital Management LLC243,786$10.00M0.1%N/A0.841%
2/14/2024 Personal CFO Solutions LLC6,961$285K0.0%N/A0.024%
2/13/2024 Per Stirling Capital Management LLC.19,903$816K0.1%+58.7%0.069%
2/13/2024 Tower Research Capital LLC TRC 683$28K0.0%N/A0.002%
2/13/2024 CIBC Private Wealth Group LLC22,080$905K0.0%+2.3%0.076%
2/13/2024 Belpointe Asset Management LLC9,915$407K0.0%N/A0.034%
2/12/2024 Tradition Wealth Management LLC894$37K0.0%N/A0.003%
2/12/2024 Parallel Advisors LLC1,918$79K0.0%+26.4%0.007%
2/12/2024 Hsbc Holdings PLC66,684$2.74M0.0%+38.5%0.230%
2/9/2024 Commerce Bank13,000$533K0.0%+18.2%0.045%
2/9/2024 Assetmark Inc.1,495,425$61.31M0.2%+13,594,672.7%5.157%
2/9/2024 L.M. Kohn & Company10,834$444K0.1%-5.1%0.037%
2/9/2024 Wells Fargo & Company MN433,478$17.77M0.0%+29.3%1.495%
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2/9/2024 UBS Group AG568,580$23.31M0.0%+59.8%1.961%
2/8/2024 Verity Asset Management Inc.19,051$781K0.5%-6.4%0.066%
2/8/2024 Level Four Advisory Services LLC28,564$1.17M0.1%N/A0.098%
2/8/2024 Financial Advocates Investment Management5,877$241K0.0%N/A0.020%
2/8/2024 Beacon Pointe Advisors LLC30,680$1.26M0.0%+11.9%0.106%
2/8/2024 Cosner Financial Group LLC8,516$349K0.3%-45.6%0.029%
2/8/2024 Massachusetts Financial Services Co. MA213,120$8.74M0.0%+11.4%0.735%
2/7/2024 Theory Financial LLC97,187$3.99M2.1%N/A0.335%
2/7/2024 NBC Securities Inc.1,263$51K0.0%+26.6%0.004%
2/7/2024 BNP Paribas Financial Markets11,060$453K0.0%+28.6%0.038%
(Data available from 1/1/2016 forward)

EPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPI shares?

During the previous two years, 189 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were Jane Street Group LLC ($209.68M), Meitav Investment House Ltd. ($112.30M), Harel Insurance Investments & Financial Services Ltd. ($67.95M), Assetmark Inc. ($61.31M), Wellington Management Group LLP ($56.49M), Driehaus Capital Management LLC ($54.12M), and Miracle Mile Advisors LLC ($39.90M).Learn more on EPI's institutional investors.

Which institutional investors have been buying WisdomTree India Earnings Fund stock?

Of the 168 institutional investors that purchased WisdomTree India Earnings Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($4.81M), Meitav Investment House Ltd. ($2.50M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Assetmark Inc. ($1.50M), Miracle Mile Advisors LLC ($1.01M), William Blair Investment Management LLC ($970K), and OLD Mission Capital LLC ($741.71K).

How much institutional buying is happening at WisdomTree India Earnings Fund?

Institutional investors have bought a total of 21,735,726 shares in the last 24 months. This purchase volume represents approximately $858.13M in transactions.

Which WisdomTree India Earnings Fund major shareholders have been selling company stock?

Of the 70 institutional investors that sold WisdomTree India Earnings Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Driehaus Capital Management LLC ($251.58K), Massachusetts Financial Services Co. MA ($213.46K), William Blair Investment Management LLC ($184.74K), Meitav Dash Investments Ltd. ($161.24K), Meitav Investment House Ltd. ($161.24K), Meditor Group Ltd ($153.10K), and Money Design Co. Ltd. ($152.16K).

How much institutional selling is happening at WisdomTree India Earnings Fund?

Institutional investors have sold a total of 2,491,290 shares in the last 24 months. This volume of shares sold represents approximately $86.69M in transactions.


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This page (NYSEARCA:EPI) was last updated on 6/7/2024 by MarketBeat.com Staff

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