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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$46.40 +0.60 (+1.31%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$45.89 -0.51 (-1.11%)
As of 05/23/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree India Earnings Fund (NYSEARCA:EPI)

Number of
Institutional Buyers
(last 12 months)
243
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$375.13M
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EPI Institutional Buying and Selling by Quarter

WisdomTree India Earnings Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC36,832$1.61M0.1%-8.1%0.053%
5/16/2025 Goldman Sachs Group Inc.75,404$3.30M0.0%-52.3%0.112%
5/16/2025 Jones Financial Companies Lllp13,491$595K0.0%+13.6%0.020%
5/16/2025 New Vernon Capital Holdings II LLC22,267,142$973.30M4.4%+128,122.6%33.037%
5/16/2025 NewEdge Advisors LLC18,212$796K0.0%-47.8%0.027%
5/15/2025 Capital Investment Counsel LLC22,478$983K0.2%+3.5%0.033%
5/15/2025 Flputnam Investment Management Co.994,462$43.47M0.8%+3.6%1.475%
5/15/2025 Royal Bank of Canada317,887$13.89M0.0%+35.2%0.472%
5/15/2025 Calton & Associates Inc.24,901$1.09M0.2%+219.8%0.037%
5/15/2025 Baird Financial Group Inc.8,821$386K0.0%-87.8%0.013%
5/15/2025 OLD Mission Capital LLC249,524$10.91M0.1%-7.3%0.370%
5/15/2025 Driehaus Capital Management LLC752,491$32.89M0.3%N/A1.116%
5/14/2025 PKS Advisory Services LLC28,390$1.24M0.4%+3.4%0.042%
5/14/2025 Comerica Bank13,181$576K0.0%-43.2%0.020%
5/14/2025 Smartleaf Asset Management LLC20,230$880K0.1%N/A0.030%
5/14/2025 Northwestern Mutual Wealth Management Co.454,024$19.85M0.0%-30.0%0.674%
5/14/2025 Kestra Advisory Services LLC308,130$13.47M0.1%+0.6%0.457%
5/14/2025 Circle Wealth Management LLC69,539$3.04M0.1%+2.4%0.103%
5/14/2025 Compound Planning Inc.11,087$485K0.0%+52.9%0.016%
5/14/2025 Summit Financial LLC149,731$6.55M0.2%+453.3%0.222%
5/14/2025 Flow Traders U.S. LLC132,373$5.79M0.2%+534.3%0.196%
5/14/2025 Level Four Advisory Services LLC81,176$3.55M0.1%+5.6%0.120%
5/14/2025 Venture Visionary Partners LLC439,634$19.22M0.8%-12.5%0.652%
5/14/2025 Wellington Management Group LLP1,458,378$63.75M0.0%-6.0%2.164%
5/13/2025 Cascade Financial Partners LLC17,750$776K0.1%-19.1%0.026%
5/13/2025 Tyler Stone Wealth Management6,729$294K0.1%+17.0%0.010%
5/13/2025 Raymond James Financial Inc.442,693$19.35M0.0%-16.3%0.657%
5/13/2025 Cresset Asset Management LLC6,658$291K0.0%N/A0.010%
5/13/2025 Trivium Point Advisory LLC40,753$1.78M0.2%-45.1%0.060%
5/13/2025 Russell Investments Group Ltd.1,319$58K0.0%N/A0.002%
5/13/2025 Clal Insurance Enterprises Holdings Ltd3,000,000$131.13M1.4%+150.0%4.451%
5/13/2025 Bulltick Wealth Management LLC160,345$7.01M1.9%+40.1%0.238%
5/13/2025 HighTower Advisors LLC8,262$361K0.0%-88.2%0.012%
5/13/2025 Trajan Wealth LLC263,811$11.53M0.6%+5.8%0.391%
5/12/2025 Kohmann Bosshard Financial Services LLC5,798$253K0.0%-14.7%0.009%
5/12/2025 Meridian Wealth Management LLC12,835$561K0.0%N/A0.019%
5/12/2025 Citigroup Inc.324,716$14.19M0.0%+52.4%0.482%
5/9/2025 Atria Wealth Solutions Inc.45,878$2.01M0.0%-5.8%0.068%
5/9/2025 Blair William & Co. IL55,620$2.43M0.0%-7.2%0.083%
5/9/2025 Bank of Nova Scotia23,790$1.04M0.0%+52.0%0.035%
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5/8/2025 Moors & Cabot Inc.12,394$542K0.0%-4.8%0.018%
5/8/2025 US Bancorp DE1,330$58K0.0%-15.3%0.002%
5/8/2025 Harbour Investments Inc.3,542$155K0.0%+296.2%0.005%
5/7/2025 Prosperity Consulting Group LLC87,714$3.83M0.3%+37.5%0.130%
5/7/2025 Portland Global Advisors LLC9,380$410K0.1%-60.9%0.014%
5/7/2025 LPL Financial LLC1,534,082$67.06M0.0%-1.2%2.276%
5/7/2025 Inspire Advisors LLC91,718$4.01M0.5%-27.4%0.136%
5/6/2025 Assetmark Inc.6,155$269K0.0%-99.2%0.009%
5/6/2025 Cetera Investment Advisers34,995$1.53M0.0%-23.8%0.052%
5/6/2025 Venturi Wealth Management LLC45,739$2.00M0.1%-41.6%0.068%
5/6/2025 PFG Advisors9,727$425K0.0%-56.0%0.014%
5/5/2025 IFP Advisors Inc6,937$303K0.0%+351.0%0.010%
5/5/2025 Pachira Investments Inc.22,395$974K0.7%-22.4%0.033%
5/5/2025 Calton & Associates Inc.9,204$402K0.0%+18.2%0.014%
5/5/2025 PCG Wealth Advisors LLC32,365$1.42M0.5%-1.9%0.048%
5/5/2025 Csenge Advisory Group11,366$501K0.0%-62.9%0.017%
5/5/2025 Private Advisor Group LLC266,499$11.65M0.1%+31.7%0.395%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.2,561,219$111.95M1.6%-0.3%3.800%
5/5/2025 Jennison Associates LLC484,478$21.18M0.0%-55.2%0.719%
5/2/2025 Theory Financial LLC77,159$3.37M1.4%+9.4%0.114%
5/2/2025 Wealthfront Advisers LLC53,443$2.34M0.0%-24.7%0.079%
5/2/2025 SBI Securities Co. Ltd.327,439$14.31M0.5%+0.5%0.486%
5/2/2025 Apollon Wealth Management LLC4,618$202K0.0%-16.9%0.007%
5/2/2025 Sigma Planning Corp9,037$395K0.0%-3.4%0.013%
5/1/2025 Rainey & Randall Wealth Advisors Inc.6,867$300K0.1%+16.1%0.010%
5/1/2025 Gateway Wealth Partners LLC10,704$468K0.1%-11.5%0.016%
4/30/2025 Narus Financial Partners LLC43,295$1.89M0.6%-9.2%0.064%
4/30/2025 Adapt Wealth Advisors LLC170,074$7.43M3.6%+21.9%0.252%
4/30/2025 Valeo Financial Advisors LLC13,470$589K0.0%+5.3%0.020%
4/30/2025 Stratos Wealth Partners LTD.207,590$9.07M0.1%+2,831.2%0.308%
4/30/2025 Stratos Wealth Advisors LLC21,598$944K0.1%+313.0%0.032%
4/30/2025 Stratos Investment Management LLC38,976$1.70M0.1%N/A0.058%
4/30/2025 Brown Advisory Inc.17,263$755K0.0%+12.0%0.026%
4/30/2025 Sharper & Granite LLC18,430$806K0.3%-8.4%0.027%
4/30/2025 Harbour Investment Management LLC8,347$365K0.2%+13.8%0.012%
4/29/2025 Byrne Financial Freedom LLC13,576$593K0.3%+5.0%0.020%
4/29/2025 Envestnet Asset Management Inc.56,409$2.47M0.0%-65.0%0.084%
4/29/2025 Capital Investment Advisory Services LLC7,900$345K0.0%N/A0.012%
4/29/2025 Catalyst Capital Advisors LLC489,104$21.38M0.4%+10.8%0.726%
4/29/2025 Carmel Capital Management L.L.C.129,005$5.64M2.3%+1.0%0.191%
4/28/2025 Mutual Advisors LLC10,351$464K0.0%N/A0.015%
4/28/2025 Private Trust Co. NA4,564$199K0.0%+17.4%0.007%
4/28/2025 Money Design Co. Ltd.701,865$30.68M1.5%+9.3%1.041%
4/28/2025 Summit Trail Advisors LLC248,642$10.87M0.4%+15.9%0.369%
4/28/2025 RoundAngle Advisors LLC37,246$1.63M1.5%+12.7%0.055%
4/25/2025 Crown Wealth Group LLC34,312$1.50M0.8%-31.3%0.049%
4/24/2025 Laurel Wealth Planning LLC135,455$5.92M3.9%+14.5%0.194%
4/24/2025 Beacon Financial Advisory LLC22,451$981K0.3%+3.5%0.032%
4/23/2025 GenTrust LLC295,771$12.93M0.6%+0.1%0.424%
4/23/2025 Western Wealth Management LLC9,105$398K0.0%+8.2%0.013%
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4/23/2025 Sequoia Financial Advisors LLC4,772$209K0.0%-12.0%0.007%
4/23/2025 Perigon Wealth Management LLC15,311$669K0.0%+19.5%0.022%
4/23/2025 Ferguson Shapiro LLC59,981$2.62M1.0%+5.0%0.086%
4/23/2025 Golden State Equity Partners13,044$570K0.1%+11.4%0.019%
4/23/2025 Sava Infond d.o.o.5,000$219K0.0%-70.8%0.007%
4/23/2025 Crewe Advisors LLC6,650$291K0.0%-41.8%0.010%
4/22/2025 Cambridge Investment Research Advisors Inc.69,873$3.05M0.0%+2.8%0.100%
4/22/2025 Atticus Wealth Management LLC976$43K0.0%-72.6%0.001%
4/21/2025 Kingswood Wealth Advisors LLC11,418$499K0.0%-3.0%0.016%
4/18/2025 GSB Wealth Management LLC92,537$4.05M1.1%+7.7%0.133%
(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 EPI's institutional investors.

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

Of the 304 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: 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 61,832,895 shares in the last 24 months. This purchase volume represents approximately $2.73B in transactions.

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

Of the 154 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: 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 9,421,425 shares in the last 24 months. This volume of shares sold represents approximately $422.43M in transactions.



This page (NYSEARCA:EPI) was last updated on 5/24/2025 by MarketBeat.com Staff
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