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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$45.68 +0.38 (+0.84%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$45.78 +0.09 (+0.21%)
As of 05/2/2025 06:42 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree India Earnings Fund (NYSEARCA:EPI)

Number of
Institutional Buyers
(last 12 months)
239
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$279.15M
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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
5/2/2025Theory 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%
5/1/2025 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%
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%
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4/18/2025 GSB Wealth Management LLC92,537$4.05M1.1%+7.7%0.133%
4/18/2025 Global Trust Asset Management LLC1,500$66K0.0%-73.7%0.002%
4/18/2025 Insigneo Advisory Services LLC11,297$494K0.1%-27.4%0.016%
4/17/2025 Robertson Stephens Wealth Management LLC20,068$877K0.0%-84.6%0.029%
4/17/2025 Avid Wealth Partners LLC77,820$3.40M2.3%+21.9%0.111%
4/17/2025 Janney Montgomery Scott LLC13,576$593K0.0%-58.9%0.019%
4/17/2025 Forefront Wealth Management Inc.54,335$2.38M2.2%-0.4%0.078%
4/17/2025 Dynamic Advisor Solutions LLC6,837$299K0.0%N/A0.010%
4/16/2025 Wealth Enhancement Advisory Services LLC23,652$1.03M0.0%-1.0%0.034%
4/16/2025 Randolph Co Inc212,351$9.28M1.1%-1.1%0.304%
4/16/2025 Sowa Financial Group Inc.58,998$2.58M1.7%+5.4%0.085%
4/16/2025 Defined Financial Planning LLC35,182$1.53M1.6%N/A0.050%
4/15/2025 Millburn Ridgefield LLC DE 489,104$21.38M0.5%+10.8%0.701%
4/15/2025 SG Americas Securities LLC34,829$1.52M0.0%+66.2%0.050%
4/14/2025 Park Avenue Securities LLC91,550$4.00M0.0%+9.4%0.131%
4/14/2025 Miracle Mile Advisors LLC945,945$41.35M0.8%+3.6%1.355%
4/14/2025 Patriot Financial Group Insurance Agency LLC54,265$2.37M0.3%-7.2%0.078%
4/14/2025 Whitaker Myers Wealth Managers LTD.289,676$12.66M3.6%+18.7%0.415%
4/11/2025 Prospect Financial Services LLC8,841$386K0.2%-6.4%0.013%
4/11/2025 Oxinas Partners Wealth Management LLC18,772$821K0.5%N/A0.027%
4/11/2025 Insight Advisors LLC PA19,165$838K0.1%N/A0.027%
4/11/2025 AFG Fiduciary Services Limited Partnership15,272$658K0.2%+65.4%0.022%
4/10/2025 Channel Wealth LLC65,199$2.85M0.9%+17.3%0.093%
4/10/2025 Lifestyle Asset Management Inc.18,264$798K0.4%-58.9%0.026%
4/9/2025 Leibman Financial Services Inc.125,352$5.48M4.3%+2.9%0.180%
4/9/2025 Merit Financial Group LLC21,309$931K0.0%-14.0%0.031%
4/9/2025 Harbor Investment Advisory LLC7,855$343K0.0%-42.5%0.011%
4/9/2025 Sweeney & Michel LLC17,263$713K0.3%N/A0.025%
4/9/2025 NBC Securities Inc.12,755$557K0.0%+1,275,400.0%0.018%
4/8/2025 Lowe Wealth Advisors LLC20,924$915K0.4%+4.7%0.030%
3/17/2025 Wealth Enhancement Advisory Services LLC23,890$1.08M0.0%+6.1%0.034%
3/14/2025Tableaux LLC17,710$802K0.7%N/A0.025%
3/10/2025Mattson Financial Services LLC589$27K0.0%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.208,316$9.43M0.2%-15.7%0.312%
2/21/2025Ascent Group LLC4,750$215K0.0%-69.3%0.007%
2/18/2025Strait & Sound Wealth Management LLC15,614$707K0.3%+30.3%0.023%
2/18/2025 Continuum Advisory LLC700$32K0.0%+128.0%0.001%
2/18/2025Glen Eagle Advisors LLC101,225$4.58M0.8%+9.0%0.152%
2/17/2025Squarepoint Ops LLC21,620$979K0.0%N/A0.032%
2/17/2025Millennium Management LLC41,204$1.87M0.0%+159.4%0.062%
2/17/2025Focus Partners Wealth5,987$271K0.0%N/A0.009%
2/17/2025FWL Investment Management LLC4,518$205K0.1%+418.7%0.007%
2/17/2025Circle Wealth Management LLC67,881$3.07M0.1%-28.2%0.102%
2/17/2025 Dunhill Financial LLC5,452$247K0.1%+4,443.3%0.008%
2/17/2025CoreCap Advisors LLC54,467$2.47M0.1%+13.6%0.082%
2/17/2025Cetera Investment Advisers45,947$2.08M0.0%+26.9%0.069%
2/17/2025Bulltick Wealth Management LLC114,460$5.18M1.2%+29.5%0.171%
2/17/2025Chapman Financial Group LLC35,544$1.58M1.3%N/A0.053%
2/17/2025Baird Financial Group Inc.72,510$3.28M0.0%-19.3%0.109%
2/17/2025Beaumont Capital Management LLC46,130$2.09M1.6%+7.1%0.069%
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2/17/2025Bank of America Corp DE2,270,040$102.77M0.0%-9.6%3.398%
2/17/2025BNP Paribas Financial Markets7,272$329K0.0%+43.0%0.011%
2/17/2025Ameriprise Financial Inc.365,669$16.55M0.0%+85.1%0.547%
2/17/2025Aptus Capital Advisors LLC1,680$76K0.0%+246.4%0.003%
2/17/2025 Adapt Wealth Advisors LLC139,550$6.32M3.1%-4.6%0.209%
2/14/2025Mercer Global Advisors Inc. ADV6,920$313K0.0%-31.3%0.010%
2/14/2025Itau Unibanco Holding S.A.22,000$992K0.0%N/A0.033%
2/14/2025Jane Street Group LLC2,963,136$134.14M0.0%+294.4%4.436%
2/14/2025Beacon Pointe Advisors LLC34,662$1.57M0.0%-20.2%0.052%
2/14/2025Tudor Investment Corp ET AL21,777$986K0.0%-24.3%0.033%
(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, 323 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were Meitav Investment House Ltd. ($152.85M), Jane Street Group LLC ($134.14M), Migdal Insurance & Financial Holdings Ltd. ($116.23M), Bank of America Corp DE ($102.77M), Wellington Management Group LLP ($78.29M), LPL Financial LLC ($70.31M), 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 295 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 ($7.03M), Migdal Insurance & Financial Holdings Ltd. ($3.46M), Meitav Investment House Ltd. ($3.30M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Assetmark Inc. ($1.50M), Jennison Associates LLC ($1.26M), and LPL Financial LLC ($1.07M).

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

Institutional investors have bought a total of 36,551,243 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

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

Of the 146 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: Bank of Montreal Can ($1.01M), Migdal Insurance & Financial Holdings Ltd. ($875K), Assetmark Inc. ($426.45K), New Vernon Capital Holdings II LLC ($408.86K), LPL Financial LLC ($396.69K), Arrowstreet Capital Limited Partnership ($300.85K), and Discovery Capital Management LLC CT ($264.20K).

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

Institutional investors have sold a total of 7,447,824 shares in the last 24 months. This volume of shares sold represents approximately $332.70M in transactions.


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This page (NYSEARCA:EPI) was last updated on 5/3/2025 by MarketBeat.com Staff
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