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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$44.47 -0.07 (-0.16%)
Closing price 04:10 PM Eastern
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$44.50 +0.03 (+0.07%)
As of 07:13 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)
239
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$406.00M
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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
9/4/2025 Osaic Holdings Inc.24,140$1.14M0.0%-6.5%0.035%
8/27/2025 Squarepoint Ops LLC14,963$710K0.0%N/A0.022%
8/26/2025 Thrivent Financial for Lutherans170,898$8.11M0.0%-27.5%0.247%
8/18/2025 Tyler Stone Wealth Management7,251$344K0.1%+7.8%0.010%
8/16/2025 Headlands Technologies LLC1,485$70K0.0%N/A0.002%
8/15/2025 Equitable Holdings Inc.94,355$4.48M0.0%+84.5%0.136%
8/15/2025 Chapman Financial Group LLC27,151$1.29M1.1%N/A0.039%
8/15/2025 MML Investors Services LLC206,741$9.81M0.0%+2.3%0.299%
8/15/2025 IHT Wealth Management LLC32,251$1.53M0.0%+8.3%0.047%
8/15/2025 EP Wealth Advisors LLC21,960$1.04M0.0%N/A0.032%
8/15/2025 BNP Paribas Financial Markets6,916$328K0.0%-30.3%0.010%
8/15/2025 Byrne Financial Freedom LLC13,011$618K0.3%-4.2%0.019%
8/15/2025 Bank of America Corp DE2,689,972$127.69M0.0%+8.1%3.887%
8/15/2025 Ameriprise Financial Inc.459,561$21.81M0.0%+0.2%0.664%
8/14/2025 Strategic Wealth Investment Group LLC3,700$176K0.3%N/A0.005%
8/14/2025 Ausdal Financial Partners Inc.8,127$386K0.0%+20.6%0.011%
8/14/2025 Raymond James Financial Inc.517,389$24.56M0.0%+16.9%0.723%
8/14/2025 FWL Investment Management LLC4,534$215K0.1%-8.9%0.006%
8/14/2025 NewEdge Advisors LLC17,053$810K0.0%-6.4%0.024%
8/14/2025 BCS Private Wealth Management Inc.4,500$214K0.1%N/A0.006%
8/14/2025 Bank of Nova Scotia23,365$1.11M0.0%-1.8%0.033%
8/13/2025 Flow Traders U.S. LLC78,222$3.71M0.1%-40.9%0.109%
8/13/2025 Gateway Wealth Partners LLC9,791$465K0.1%-8.5%0.014%
8/13/2025 Brown Advisory Inc.14,169$673K0.0%-17.9%0.020%
8/13/2025 Marshall Wace LLP25,696$1.22M0.0%N/A0.036%
8/13/2025 Portland Global Advisors LLC8,555$406K0.0%-8.8%0.012%
8/13/2025 Trek Financial LLC4,377$208K0.0%N/A0.006%
8/13/2025 Beacon Pointe Advisors LLC30,227$1.44M0.0%-14.2%0.042%
8/13/2025 Riverview Capital Advisers LLC8,855$420K0.1%-11.0%0.012%
8/13/2025 Smith Moore & CO.4,593$218K0.0%-26.5%0.006%
8/13/2025 VestGen Advisors LLC10,130$481K0.0%+6.7%0.014%
8/13/2025 Loomis Sayles & Co. L P91,131$4.33M0.0%+87.8%0.127%
8/13/2025 Quadrature Capital Ltd47,376$2.25M0.0%-65.3%0.066%
8/13/2025 Level Four Advisory Services LLC81,736$3.88M0.1%+0.7%0.114%
8/13/2025 Northwestern Mutual Wealth Management Co.422,628$20.06M0.0%-6.9%0.590%
8/12/2025 J.W. Cole Advisors Inc.5,438$258K0.0%N/A0.008%
8/12/2025 Steward Partners Investment Advisory LLC16,983$806K0.0%+14.6%0.024%
8/12/2025 Insigneo Advisory Services LLC13,724$651K0.1%+21.5%0.019%
8/12/2025 JPMorgan Chase & Co.743,712$35.30M0.0%+6.8%1.039%
8/12/2025 PKS Advisory Services LLC29,312$1.39M0.3%+3.2%0.041%
8/11/2025 TD Waterhouse Canada Inc.28,855$1.37M0.0%+401.4%0.040%
8/11/2025 Inspire Advisors LLC90,389$4.29M0.4%-1.4%0.126%
8/11/2025 Western Wealth Management LLC10,329$490K0.0%+13.4%0.014%
8/8/2025 Rockefeller Capital Management L.P.64,246$3.05M0.0%+19.4%0.090%
8/8/2025 Adapt Wealth Advisors LLC171,999$8.17M3.7%+1.1%0.240%
8/8/2025 Cetera Investment Advisers43,159$2.05M0.0%+23.3%0.060%
8/8/2025 Meridian Wealth Management LLC75,106$3.57M0.2%+485.2%0.105%
8/8/2025 PNC Financial Services Group Inc.3,722$177K0.0%-71.0%0.005%
8/8/2025 SBI Securities Co. Ltd.309,596$14.70M0.4%-5.4%0.432%
8/7/2025 PCG 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%
8/7/2025 Allworth Financial LP59,569$2.83M0.0%+12,284.4%0.083%
8/6/2025 North Capital Inc.750$36K0.0%N/A0.001%
8/5/2025 Simplex Trading LLC1,524$72K0.0%-94.8%0.002%
8/5/2025 Prosperity Consulting Group LLC88,580$4.21M0.3%+1.0%0.124%
8/5/2025 Bank of Montreal Can1,203,951$57.15M0.0%+54.8%1.681%
8/5/2025 Sigma Planning Corp9,315$442K0.0%+3.1%0.013%
8/5/2025 Provident Co of the Employees of the Hebrew University LTD155,346$7.38M7.4%+25.8%0.217%
8/5/2025 Carmel Capital Management L.L.C.129,405$6.14M2.1%+0.3%0.181%
8/5/2025 Strategic Financial Concepts LLC41,259$1.96M0.3%N/A0.058%
8/5/2025 GHP Investment Advisors Inc.8,104$385K0.0%-12.0%0.011%
8/4/2025 Atria Investments Inc60,216$2.86M0.0%+8.5%0.084%
8/4/2025 Assetmark Inc.4,904$233K0.0%-20.3%0.007%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.2,515,670$119.42M1.4%-1.8%3.514%
8/1/2025 Jennison Associates LLC59,079$2.80M0.0%-87.8%0.083%
8/1/2025 Ferguson Shapiro LLC60,256$2.86M1.0%+0.5%0.084%
8/1/2025 Capital Investment Counsel LLC195,374$9.27M1.4%+769.2%0.273%
8/1/2025 GWN Securities Inc.5,596$266K0.0%N/A0.008%
8/1/2025 Y Intercept Hong Kong Ltd16,256$772K0.0%N/A0.023%
8/1/2025 Envestnet Asset Management Inc.92,767$4.40M0.0%+64.5%0.130%
7/31/2025 Wealthfront Advisers LLC50,267$2.39M0.0%-5.9%0.070%
7/31/2025 Catalyst Capital Advisors LLC433,341$20.57M0.4%-11.4%0.605%
7/31/2025 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD342,373$16.26M3.6%+1.8%0.478%
7/31/2025 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD987,040$46.88M3.4%+0.8%1.379%
7/31/2025 GenTrust LLC476,510$22.62M1.1%+61.1%0.666%
7/31/2025 Sharper & Granite LLC24,250$1.15M0.4%+31.6%0.034%
7/31/2025 Money Design Co. Ltd.753,862$35.79M1.7%+7.4%1.053%
7/30/2025 Insight Advisors LLC PA43,463$2.06M0.3%+126.8%0.061%
7/30/2025 Greenup Street Wealth Management LLC136,256$6.47M1.1%+0.8%0.190%
7/29/2025 Sowa Financial Group Inc.14,442$686K0.4%-75.5%0.020%
7/29/2025 Members Advisory Group LLC139,201$6.61M2.5%+1.1%0.194%
7/29/2025 Chicago Partners Investment Group LLC4,875$227K0.0%N/A0.007%
7/29/2025 Millburn Ridgefield LLC DE 433,341$20.57M0.5%-11.4%0.605%
7/29/2025 Arista Wealth Management LLC4,500$214K0.0%N/A0.006%
7/29/2025 Stratos Wealth Partners LTD.199,696$9.48M0.1%-3.8%0.279%
7/29/2025 Private Trust Co. NA4,915$233K0.0%+7.7%0.007%
7/29/2025 Stratos Investment Management LLC55,960$2.66M0.1%+43.6%0.078%
7/28/2025 Harbour Investments Inc.3,909$186K0.0%+10.4%0.005%
7/28/2025 RFG Advisory LLC4,853$230K0.0%N/A0.007%
7/25/2025 RoundAngle Advisors LLC38,553$1.83M1.5%+3.5%0.054%
7/25/2025 Concurrent Investment Advisors LLC24,206$1.15M0.0%N/A0.034%
7/25/2025 Apollon Wealth Management LLC26,884$1.28M0.0%+482.2%0.038%
7/24/2025 Robertson Stephens Wealth Management LLC21,065$1M0.0%+5.0%0.029%
7/24/2025 IFP Advisors Inc10,139$481K0.0%+46.2%0.014%
7/24/2025 Blair William & Co. IL59,490$2.82M0.0%+7.0%0.083%
7/23/2025 Kingswood Wealth Advisors LLC11,023$523K0.0%-3.5%0.015%
7/23/2025 Meitav Investment House Ltd.3,367,899$159.92M2.4%+1.4%4.704%
7/23/2025 Defined Financial Planning LLC40,896$1.91M1.7%+16.2%0.057%
7/22/2025 Belpointe Asset Management LLC4,581$217K0.0%-87.6%0.006%
7/22/2025 Beacon Financial Advisory LLC25,173$1.20M0.3%+12.1%0.035%
(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, 348 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 322 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 41,504,640 shares in the last 24 months. This purchase volume represents approximately $1.86B 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), 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 8,866,026 shares in the last 24 months. This volume of shares sold represents approximately $406.00M in transactions.


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This page (NYSEARCA:EPI) was last updated on 9/4/2025 by MarketBeat.com Staff
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