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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$47.63 +0.18 (+0.38%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree India Earnings Fund (NYSEARCA:EPI)

Number of
Institutional Buyers
(last 12 months)
241
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$378.74M
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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
6/27/2025Goldman Sachs Group Inc.75,404$3.30M0.0%-52.3%0.105%
5/20/2025Belpointe Asset Management LLC36,832$1.61M0.1%-8.1%0.053%
5/16/2025Goldman Sachs Group Inc.75,404$3.30M0.0%-52.3%0.112%
5/16/2025Jones Financial Companies Lllp13,491$595K0.0%+13.6%0.020%
5/16/2025New Vernon Capital Holdings II LLC22,267,142$973.30M4.4%+128,122.6%33.037%
5/16/2025NewEdge Advisors LLC18,212$796K0.0%-47.8%0.027%
5/15/2025Capital Investment Counsel LLC22,478$983K0.2%+3.5%0.033%
5/15/2025Flputnam Investment Management Co.994,462$43.47M0.8%+3.6%1.475%
5/15/2025Royal Bank of Canada317,887$13.89M0.0%+35.2%0.472%
5/15/2025Calton & Associates Inc.24,901$1.09M0.2%+219.8%0.037%
5/15/2025Baird Financial Group Inc.8,821$386K0.0%-87.8%0.013%
5/15/2025OLD Mission Capital LLC249,524$10.91M0.1%-7.3%0.370%
5/15/2025Driehaus Capital Management LLC752,491$32.89M0.3%N/A1.116%
5/14/2025PKS Advisory Services LLC28,390$1.24M0.4%+3.4%0.042%
5/14/2025Comerica Bank13,181$576K0.0%-43.2%0.020%
5/14/2025Smartleaf Asset Management LLC20,230$880K0.1%N/A0.030%
5/14/2025Northwestern Mutual Wealth Management Co.454,024$19.85M0.0%-30.0%0.674%
5/14/2025Kestra Advisory Services LLC308,130$13.47M0.1%+0.6%0.457%
5/14/2025Circle Wealth Management LLC69,539$3.04M0.1%+2.4%0.103%
5/14/2025Compound Planning Inc.11,087$485K0.0%+52.9%0.016%
5/14/2025Summit Financial LLC149,731$6.55M0.2%+453.3%0.222%
5/14/2025Flow Traders U.S. LLC132,373$5.79M0.2%+534.3%0.196%
5/14/2025Level Four Advisory Services LLC81,176$3.55M0.1%+5.6%0.120%
5/14/2025Venture Visionary Partners LLC439,634$19.22M0.8%-12.5%0.652%
5/14/2025Wellington Management Group LLP1,458,378$63.75M0.0%-6.0%2.164%
5/13/2025Cascade Financial Partners LLC17,750$776K0.1%-19.1%0.026%
5/13/2025Tyler Stone Wealth Management6,729$294K0.1%+17.0%0.010%
5/13/2025Raymond James Financial Inc.442,693$19.35M0.0%-16.3%0.657%
5/13/2025Cresset Asset Management LLC6,658$291K0.0%N/A0.010%
5/13/2025Trivium Point Advisory LLC40,753$1.78M0.2%-45.1%0.060%
5/13/2025Russell Investments Group Ltd.1,319$58K0.0%N/A0.002%
5/13/2025Clal Insurance Enterprises Holdings Ltd3,000,000$131.13M1.4%+150.0%4.451%
5/13/2025Bulltick Wealth Management LLC160,345$7.01M1.9%+40.1%0.238%
5/13/2025HighTower Advisors LLC8,262$361K0.0%-88.2%0.012%
5/13/2025Trajan Wealth LLC263,811$11.53M0.6%+5.8%0.391%
5/12/2025Kohmann Bosshard Financial Services LLC5,798$253K0.0%-14.7%0.009%
5/12/2025Meridian Wealth Management LLC12,835$561K0.0%N/A0.019%
5/12/2025Citigroup Inc.324,716$14.19M0.0%+52.4%0.482%
5/9/2025Atria Wealth Solutions Inc.45,878$2.01M0.0%-5.8%0.068%
5/9/2025Blair William & Co. IL55,620$2.43M0.0%-7.2%0.083%
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5/9/2025Bank of Nova Scotia23,790$1.04M0.0%+52.0%0.035%
5/8/2025Moors & Cabot Inc.12,394$542K0.0%-4.8%0.018%
5/8/2025US Bancorp DE1,330$58K0.0%-15.3%0.002%
5/8/2025Harbour Investments Inc.3,542$155K0.0%+296.2%0.005%
5/7/2025Prosperity Consulting Group LLC87,714$3.83M0.3%+37.5%0.130%
5/7/2025Portland Global Advisors LLC9,380$410K0.1%-60.9%0.014%
5/7/2025LPL Financial LLC1,534,082$67.06M0.0%-1.2%2.276%
5/7/2025Inspire Advisors LLC91,718$4.01M0.5%-27.4%0.136%
5/6/2025Assetmark Inc.6,155$269K0.0%-99.2%0.009%
5/6/2025Cetera Investment Advisers34,995$1.53M0.0%-23.8%0.052%
5/6/2025Venturi Wealth Management LLC45,739$2.00M0.1%-41.6%0.068%
5/6/2025PFG Advisors9,727$425K0.0%-56.0%0.014%
5/5/2025IFP Advisors Inc6,937$303K0.0%+351.0%0.010%
5/5/2025Pachira Investments Inc.22,395$974K0.7%-22.4%0.033%
5/5/2025Calton & Associates Inc.9,204$402K0.0%+18.2%0.014%
5/5/2025PCG Wealth Advisors LLC32,365$1.42M0.5%-1.9%0.048%
5/5/2025Csenge Advisory Group11,366$501K0.0%-62.9%0.017%
5/5/2025Private Advisor Group LLC266,499$11.65M0.1%+31.7%0.395%
5/5/2025Migdal Insurance & Financial Holdings Ltd.2,561,219$111.95M1.6%-0.3%3.800%
5/5/2025Jennison Associates LLC484,478$21.18M0.0%-55.2%0.719%
5/2/2025Theory Financial LLC77,159$3.37M1.4%+9.4%0.114%
5/2/2025Wealthfront Advisers LLC53,443$2.34M0.0%-24.7%0.079%
5/2/2025SBI Securities Co. Ltd.327,439$14.31M0.5%+0.5%0.486%
5/2/2025Apollon Wealth Management LLC4,618$202K0.0%-16.9%0.007%
5/2/2025Sigma Planning Corp9,037$395K0.0%-3.4%0.013%
5/1/2025Rainey & Randall Wealth Advisors Inc.6,867$300K0.1%+16.1%0.010%
5/1/2025Gateway Wealth Partners LLC10,704$468K0.1%-11.5%0.016%
4/30/2025Narus Financial Partners LLC43,295$1.89M0.6%-9.2%0.064%
4/30/2025Adapt Wealth Advisors LLC170,074$7.43M3.6%+21.9%0.252%
4/30/2025Valeo Financial Advisors LLC13,470$589K0.0%+5.3%0.020%
4/30/2025Stratos Wealth Partners LTD.207,590$9.07M0.1%+2,831.2%0.308%
4/30/2025Stratos Wealth Advisors LLC21,598$944K0.1%+313.0%0.032%
4/30/2025Stratos Investment Management LLC38,976$1.70M0.1%N/A0.058%
4/30/2025Brown Advisory Inc.17,263$755K0.0%+12.0%0.026%
4/30/2025Sharper & Granite LLC18,430$806K0.3%-8.4%0.027%
4/30/2025Harbour Investment Management LLC8,347$365K0.2%+13.8%0.012%
4/29/2025Byrne Financial Freedom LLC13,576$593K0.3%+5.0%0.020%
4/29/2025Envestnet Asset Management Inc.56,409$2.47M0.0%-65.0%0.084%
4/29/2025Capital Investment Advisory Services LLC7,900$345K0.0%N/A0.012%
4/29/2025Catalyst Capital Advisors LLC489,104$21.38M0.4%+10.8%0.726%
4/29/2025Carmel Capital Management L.L.C.129,005$5.64M2.3%+1.0%0.191%
4/28/2025Mutual Advisors LLC10,351$464K0.0%N/A0.015%
4/28/2025Private Trust Co. NA4,564$199K0.0%+17.4%0.007%
4/28/2025Money Design Co. Ltd.701,865$30.68M1.5%+9.3%1.041%
4/28/2025Summit Trail Advisors LLC248,642$10.87M0.4%+15.9%0.369%
4/28/2025RoundAngle Advisors LLC37,246$1.63M1.5%+12.7%0.055%
4/25/2025Crown Wealth Group LLC34,312$1.50M0.8%-31.3%0.049%
4/24/2025Laurel Wealth Planning LLC135,455$5.92M3.9%+14.5%0.194%
4/24/2025Beacon Financial Advisory LLC22,451$981K0.3%+3.5%0.032%
4/23/2025GenTrust LLC295,771$12.93M0.6%+0.1%0.424%
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4/23/2025Western Wealth Management LLC9,105$398K0.0%+8.2%0.013%
4/23/2025Sequoia Financial Advisors LLC4,772$209K0.0%-12.0%0.007%
4/23/2025Perigon Wealth Management LLC15,311$669K0.0%+19.5%0.022%
4/23/2025Ferguson Shapiro LLC59,981$2.62M1.0%+5.0%0.086%
4/23/2025Golden State Equity Partners13,044$570K0.1%+11.4%0.019%
4/23/2025Sava Infond d.o.o.5,000$219K0.0%-70.8%0.007%
4/23/2025Crewe Advisors LLC6,650$291K0.0%-41.8%0.010%
4/22/2025Cambridge Investment Research Advisors Inc.69,873$3.05M0.0%+2.8%0.100%
4/22/2025Atticus Wealth Management LLC976$43K0.0%-72.6%0.001%
4/21/2025Kingswood Wealth Advisors LLC11,418$499K0.0%-3.0%0.016%
(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, 330 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were New Vernon Capital Holdings II LLC ($973.30M), Meitav Investment House Ltd. ($152.85M), Jane Street Group LLC ($134.14M), Clal Insurance Enterprises Holdings Ltd ($131.13M), Migdal Insurance & Financial Holdings Ltd. ($111.95M), Bank of America Corp DE ($102.77M), and Harel Insurance Investments & Financial Services Ltd. ($67.95M).Learn more on WisdomTree India Earnings Fund's institutional investors.

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

Of the 304 institutional investors that purchased WisdomTree India Earnings Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New Vernon Capital Holdings II LLC ($22.27M), Jane Street Group LLC ($7.03M), Migdal Insurance & Financial Holdings Ltd. ($3.46M), Meitav Investment House Ltd. ($3.30M), Clal Insurance Enterprises Holdings Ltd ($1.80M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), and Assetmark Inc. ($1.50M).

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

Institutional investors have bought a total of 44,272,566 shares in the last 24 months. This purchase volume represents approximately $2.00B in transactions.

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

Of the 139 institutional investors that sold WisdomTree India Earnings Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.19M), Bank of Montreal Can ($1.01M), Migdal Insurance & Financial Holdings Ltd. ($881.43K), Jennison Associates LLC ($772.54K), New Vernon Capital Holdings II LLC ($408.86K), LPL Financial LLC ($372.13K), and Arrowstreet Capital Limited Partnership ($300.85K).

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

Institutional investors have sold a total of 8,284,727 shares in the last 24 months. This volume of shares sold represents approximately $378.74M in transactions.


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This page (NYSEARCA:EPI) was last updated on 7/5/2025 by MarketBeat.com Staff
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