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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$46.62 -0.35 (-0.73%)
As of 02:39 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)
232
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$468.90M
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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
10/23/2025Kingswood Wealth Advisors LLC14,150$625K0.0%+28.4%0.023%
10/23/2025SG Americas Securities LLC70,199$3.10M0.0%+102.1%0.113%
10/23/2025Park Avenue Securities LLC31,397$1.39M0.0%-68.2%0.050%
10/22/2025Pachira Investments Inc.15,551$687K0.4%-30.9%0.025%
10/22/2025Members Advisory Group LLC125,056$5.53M2.0%-10.2%0.201%
10/22/2025D.A. Davidson & CO.9,566$423K0.0%N/A0.015%
10/22/2025Commonwealth Equity Services LLC244,257$10.80M0.0%-14.9%0.393%
10/21/2025 Grey Ledge Advisors LLC94,636$4.18M0.9%+2.2%0.152%
10/21/2025 Cascade Financial Partners LLC13,600$601K0.1%-14.7%0.022%
10/21/2025 Financial Consulate Inc.1,500$66K0.0%N/A0.002%
10/21/2025 E&G Advisors LP5,155$228K0.1%N/A0.008%
10/20/2025 Miracle Mile Advisors LLC730,373$32.28M0.5%-27.5%1.159%
10/20/2025 Merit Financial Group LLC6,199$274K0.0%-71.8%0.010%
10/20/2025 Laurel Wealth Planning LLC142,270$6.29M3.3%-1.7%0.226%
10/17/2025 AFG Fiduciary Services Limited Partnership18,455$820K0.2%-4.6%0.029%
10/17/2025 Perigon Wealth Management LLC27,192$1.20M0.0%+75.1%0.043%
10/16/2025 Lowe Wealth Advisors LLC24,112$1.07M0.4%+4.4%0.038%
10/16/2025 Greenup Street Wealth Management LLC134,974$5.97M0.9%-0.9%0.214%
10/16/2025 Trust Co. of Toledo NA OH2,158$95K0.0%N/A0.003%
10/16/2025 Sharper & Granite LLC48,674$2.15M0.8%+100.7%0.077%
10/16/2025 Whitaker Myers Wealth Managers LTD.41,602$1.84M0.4%-86.0%0.066%
10/15/2025 CWM LLC2,597$115K0.0%+1,198.5%0.004%
10/15/2025 Blue Zone Wealth Advisors LLC10,150$449K0.1%N/A0.016%
10/15/2025 Defined Financial Planning LLC44,468$1.99M1.6%+8.7%0.071%
10/14/2025 Farther Finance Advisors LLC1,225$54K0.0%+120.7%0.002%
10/10/2025 Flputnam Investment Management Co.5,368$237K0.0%-99.3%0.009%
10/9/2025 Dynamic Advisor Solutions LLC72,874$3.22M0.1%+8.1%0.116%
10/7/2025 Channel Wealth LLC36,706$1.62M0.4%-46.0%0.058%
10/6/2025 Venture Visionary Partners LLC451,203$19.94M0.7%+1.7%0.716%
9/30/2025Cullen Capital Management LLC210,075$9.97M0.1%+16.0%0.304%
9/12/2025Valeo Financial Advisors LLC49,712$2.36M0.1%+269.1%0.072%
9/4/2025Osaic Holdings Inc.24,140$1.14M0.0%-6.5%0.035%
8/27/2025Squarepoint Ops LLC14,963$710K0.0%N/A0.022%
8/26/2025Thrivent Financial for Lutherans170,898$8.11M0.0%-27.5%0.247%
8/18/2025Tyler Stone Wealth Management7,251$344K0.1%+7.8%0.010%
8/16/2025Headlands Technologies LLC1,485$70K0.0%N/A0.002%
8/15/2025Equitable Holdings Inc.94,355$4.48M0.0%+84.5%0.136%
8/15/2025Chapman Financial Group LLC27,151$1.29M1.1%N/A0.039%
8/15/2025MML Investors Services LLC206,741$9.81M0.0%+2.3%0.299%
8/15/2025IHT Wealth Management LLC32,251$1.53M0.0%+8.3%0.047%
8/15/2025EP Wealth Advisors LLC21,960$1.04M0.0%N/A0.032%
8/15/2025BNP Paribas Financial Markets6,916$328K0.0%-30.3%0.010%
8/15/2025Byrne Financial Freedom LLC13,011$618K0.3%-4.2%0.019%
8/15/2025Bank of America Corp DE2,689,972$127.69M0.0%+8.1%3.887%
8/15/2025Ameriprise Financial Inc.459,561$21.81M0.0%+0.2%0.664%
8/14/2025Strategic Wealth Investment Group LLC3,700$176K0.3%N/A0.005%
8/14/2025Ausdal Financial Partners Inc.8,127$386K0.0%+20.6%0.011%
8/14/2025Raymond James Financial Inc.517,389$24.56M0.0%+16.9%0.723%
8/14/2025FWL Investment Management LLC4,534$215K0.1%-8.9%0.006%
8/14/2025NewEdge Advisors LLC17,053$810K0.0%-6.4%0.024%
8/14/2025BCS Private Wealth Management Inc.4,500$214K0.1%N/A0.006%
8/14/2025Bank of Nova Scotia23,365$1.11M0.0%-1.8%0.033%
8/13/2025Flow Traders U.S. LLC78,222$3.71M0.1%-40.9%0.109%
8/13/2025Gateway Wealth Partners LLC9,791$465K0.1%-8.5%0.014%
8/13/2025Brown Advisory Inc.14,169$673K0.0%-17.9%0.020%
8/13/2025Marshall Wace LLP25,696$1.22M0.0%N/A0.036%
8/13/2025Portland Global Advisors LLC8,555$406K0.0%-8.8%0.012%
8/13/2025Trek Financial LLC4,377$208K0.0%N/A0.006%
8/13/2025Beacon Pointe Advisors LLC30,227$1.44M0.0%-14.2%0.042%
8/13/2025Riverview Capital Advisers LLC8,855$420K0.1%-11.0%0.012%
8/13/2025Smith Moore & CO.4,593$218K0.0%-26.5%0.006%
8/13/2025VestGen Advisors LLC10,130$481K0.0%+6.7%0.014%
8/13/2025Loomis Sayles & Co. L P91,131$4.33M0.0%+87.8%0.127%
8/13/2025Quadrature Capital Ltd47,376$2.25M0.0%-65.3%0.066%
8/13/2025Level Four Advisory Services LLC81,736$3.88M0.1%+0.7%0.114%
8/13/2025Northwestern Mutual Wealth Management Co.422,628$20.06M0.0%-6.9%0.590%
8/12/2025J.W. Cole Advisors Inc.5,438$258K0.0%N/A0.008%
8/12/2025Steward Partners Investment Advisory LLC16,983$806K0.0%+14.6%0.024%
8/12/2025Insigneo Advisory Services LLC13,724$651K0.1%+21.5%0.019%
8/12/2025JPMorgan Chase & Co.743,712$35.30M0.0%+6.8%1.039%
8/12/2025PKS Advisory Services LLC29,312$1.39M0.3%+3.2%0.041%
8/11/2025TD Waterhouse Canada Inc.28,855$1.37M0.0%+401.4%0.040%
8/11/2025Inspire Advisors LLC90,389$4.29M0.4%-1.4%0.126%
8/11/2025Western Wealth Management LLC10,329$490K0.0%+13.4%0.014%
8/8/2025Rockefeller Capital Management L.P.64,246$3.05M0.0%+19.4%0.090%
8/8/2025Adapt Wealth Advisors LLC171,999$8.17M3.7%+1.1%0.240%
8/8/2025Cetera Investment Advisers43,159$2.05M0.0%+23.3%0.060%
8/8/2025Meridian Wealth Management LLC75,106$3.57M0.2%+485.2%0.105%
8/8/2025PNC Financial Services Group Inc.3,722$177K0.0%-71.0%0.005%
8/8/2025SBI Securities Co. Ltd.309,596$14.70M0.4%-5.4%0.432%
8/7/2025PCG Wealth Advisors LLC31,579$1.50M0.8%-2.4%0.044%
8/7/2025 Cascade Financial Partners LLC15,950$757K0.1%-10.1%0.022%
8/7/2025Allworth Financial LP59,569$2.83M0.0%+12,284.4%0.083%
8/6/2025 North Capital Inc.750$36K0.0%N/A0.001%
8/5/2025Simplex Trading LLC1,524$72K0.0%-94.8%0.002%
8/5/2025Prosperity Consulting Group LLC88,580$4.21M0.3%+1.0%0.124%
8/5/2025Bank of Montreal Can1,203,951$57.15M0.0%+54.8%1.681%
8/5/2025Sigma Planning Corp9,315$442K0.0%+3.1%0.013%
8/5/2025Provident Co of the Employees of the Hebrew University LTD155,346$7.38M7.4%+25.8%0.217%
8/5/2025Carmel Capital Management L.L.C.129,405$6.14M2.1%+0.3%0.181%
8/5/2025Strategic Financial Concepts LLC41,259$1.96M0.3%N/A0.058%
8/5/2025GHP Investment Advisors Inc.8,104$385K0.0%-12.0%0.011%
8/4/2025Atria Investments Inc60,216$2.86M0.0%+8.5%0.084%
8/4/2025Assetmark Inc.4,904$233K0.0%-20.3%0.007%
8/4/2025Migdal Insurance & Financial Holdings Ltd.2,515,670$119.42M1.4%-1.8%3.635%
8/1/2025Jennison Associates LLC59,079$2.80M0.0%-87.8%0.083%
8/1/2025Ferguson Shapiro LLC60,256$2.86M1.0%+0.5%0.084%
8/1/2025Capital Investment Counsel LLC195,374$9.27M1.4%+769.2%0.273%
8/1/2025GWN Securities Inc.5,596$266K0.0%N/A0.008%
8/1/2025Y Intercept Hong Kong Ltd16,256$772K0.0%N/A0.023%
(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, 352 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. ($159.92M), Jane Street Group LLC ($134.14M), Clal Insurance Enterprises Holdings Ltd ($131.13M), Bank of America Corp DE ($127.69M), Migdal Insurance & Financial Holdings Ltd. ($119.42M), 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 325 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 ($22.25M), Jane Street Group LLC ($7.03M), Migdal Insurance & Financial Holdings Ltd. ($3.45M), Meitav Investment House Ltd. ($3.02M), 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 40,127,360 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

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

Of the 145 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: Jennison Associates LLC ($1.20M), Assetmark Inc. ($1.19M), Bank of Montreal Can ($1.01M), Migdal Insurance & Financial Holdings Ltd. ($926.98K), Flputnam Investment Management Co. ($783.75K), New Vernon Capital Holdings II LLC ($408.86K), and LPL Financial LLC ($372.13K).

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

Institutional investors have sold a total of 10,298,858 shares in the last 24 months. This volume of shares sold represents approximately $468.90M in transactions.


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This page (NYSEARCA:EPI) was last updated on 10/23/2025 by MarketBeat.com Staff
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