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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$41.69 +0.34 (+0.82%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$41.70 +0.01 (+0.01%)
As of 07/24/2026 07:34 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 Massive. 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)
176
Total
Institutional Inflows
(last 12 months)
$263.90M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$400.53M
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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
7/9/2026 AFG Fiduciary Services Limited Partnership18,106$777K0.6%-9.8%0.037%
7/9/2026 Pettinga Financial Advisors LLC5,850$250K0.0%-5.6%0.012%
7/9/2026 Whitaker Myers Wealth Managers LTD.26,182$1.12M0.2%-8.0%0.053%
7/9/2026 Valeo Financial Advisors LLC7,929$339K0.0%N/A0.016%
7/7/2026 Dynamic Advisor Solutions LLC10,049$430K0.0%-88.5%0.020%
7/7/2026 Harbor Investment Advisory LLC2,550$109K0.0%-59.8%0.005%
6/18/2026Western Wealth Management LLC9,560$390K0.0%-2.8%0.019%
6/9/2026Contango Wealth Management LLC18,953$773K0.9%+318.7%0.037%
6/1/2026Dala Group LLC9,257$378K0.3%N/A0.018%
5/19/2026Western Wealth Management LLC9,560$390K0.0%-2.8%0.019%
5/19/2026Bank of America Corp DE1,049,136$42.81M0.0%-27.9%2.057%
5/18/2026Sunbelt Securities Inc.26,535$1.08M0.1%+8.9%0.052%
5/18/2026Royal Bank of Canada266,922$10.89M0.0%+65.4%0.523%
5/16/2026Glen Eagle Advisors LLC97,451$3.98M0.6%-4.5%0.191%
5/15/2026Gateway Wealth Partners LLC4,988$204K0.0%-47.5%0.010%
5/15/2026Waverly Advisors LLC54,416$2.22M0.0%N/A0.107%
5/13/2026Cetera Investment Advisers57,079$2.33M0.0%+13.4%0.112%
5/13/2026NewEdge Wealth LLC148,645$6.07M0.1%-38.6%0.291%
5/6/2026Jennison Associates LLC11,151$455K0.0%-65.5%0.022%
5/6/2026Catalyst Capital Advisors LLC587,752$23.98M0.4%+33.4%1.152%
5/6/2026 Independent Financial Group LLC7,184$293K0.0%N/A0.014%
5/6/2026Prosperity Consulting Group LLC5,267$215K0.0%-93.8%0.010%
5/5/2026Wealthfront Advisers LLC68,986$2.82M0.0%+31.0%0.135%
5/5/2026Theory Financial LLC26,624$1.09M0.4%-62.3%0.052%
5/5/2026Harel Insurance Investments & Financial Services Ltd.66,000$2.69M0.0%-95.9%0.129%
5/5/2026Sanctuary Advisors LLC19,612$800K0.0%+3.4%0.038%
5/5/2026Sigma Planning Corp10,158$414K0.0%-5.8%0.020%
5/4/2026 Procyon Advisors LLC6,914$282K0.0%+9.5%0.014%
5/1/2026Fifth Third Bancorp13,011$531K0.0%N/A0.026%
5/1/2026Avid Wealth Partners LLC100,907$4.12M1.9%-30.3%0.198%
4/30/2026Kestra Advisory Services LLC383,440$15.64M0.1%-1.7%0.752%
4/30/2026IAG Wealth Partners LLC1,424$58K0.0%+5,376.9%0.003%
4/29/2026 Meitav Investment House Ltd.3,480,035$141.99M1.6%+9.5%6.824%
4/28/2026DGS Capital Management LLC10,056$410K0.1%+84.5%0.020%
4/28/2026Ascentis Independent Advisors9,502$388K0.0%-29.9%0.019%
4/28/2026Beacon Financial Advisory LLC17,282$705K0.2%-9.4%0.034%
4/27/2026Private Advisor Group LLC215,141$8.78M0.0%-49.8%0.422%
4/24/2026 Carmel Capital Management L.L.C.51,755$2.11M0.6%-62.4%0.101%
4/24/2026 Harbour Investment Management LLC9,190$375K0.2%-2.8%0.018%
4/23/2026 Kohmann Bosshard Financial Services LLC1,820$74K0.0%-38.8%0.004%
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4/23/2026 Capital Investment Counsel LLC207,881$8.48M1.2%-1.3%0.408%
4/23/2026 Apollon Wealth Management LLC32,844$1.34M0.0%+18.0%0.064%
4/22/2026 Millburn Ridgefield LLC DE 587,752$23.98M0.5%+33.4%1.152%
4/22/2026Narus Financial Partners LLC49,389$2.02M0.5%-3.4%0.097%
4/21/2026Grey Ledge Advisors LLC107,774$4.40M1.0%+9.9%0.211%
4/20/2026Kestra Private Wealth Services LLC7,116$290K0.0%N/A0.014%
4/20/2026Arta Finance Wealth Management LLC6,004$245K0.1%-13.8%0.012%
4/20/2026 RFG Advisory LLC5,267$215K0.0%+4.8%0.010%
4/17/2026Hanson & Doremus Investment Management2,119$86K0.0%-20.5%0.004%
4/15/2026 Cohen Klingenstein LLC47,000$1.92M0.1%-12.3%0.090%
3/17/2026Rockefeller Capital Management L.P.61,607$2.85M0.0%-6.3%0.104%
3/16/2026Osbon Capital Management LLC3,048$141K0.1%N/A0.005%
3/9/2026Corient Private Wealth LLC14,571$674K0.0%+8.3%0.025%
2/20/2026Sunbelt Securities Inc.24,361$1.13M0.1%+8.3%0.041%
2/19/2026Corient Private Wealth LLC14,571$674K0.0%+8.3%0.025%
2/18/2026Mercer Global Advisors Inc. ADV12,873$596K0.0%+3.5%0.022%
2/18/2026 Andrews Advisory Associates LLC4,886$226K0.1%N/A0.008%
2/18/2026Beacon Pointe Advisors LLC10,765$498K0.0%-64.0%0.018%
2/18/2026EP Wealth Advisors LLC17,225$797K0.0%N/A0.029%
2/18/2026NewEdge Advisors LLC18,208$843K0.0%-7.2%0.031%
2/18/2026Zacks Investment Management41,538$1.92M0.0%+5.6%0.070%
2/18/2026Tudor Investment Corp ET AL4,585$212K0.0%-26.0%0.008%
2/18/2026Quadrature Capital Ltd19,346$896K0.0%N/A0.033%
2/18/2026OLD Mission Capital LLC525,859$24.34M0.6%+25.7%0.891%
2/18/2026IHT Wealth Management LLC25,989$1.20M0.0%-6.3%0.044%
2/17/2026Cetera Investment Advisers50,334$2.33M0.0%-7.2%0.085%
2/17/2026Equitable Holdings Inc.125,500$5.81M0.0%+17.1%0.213%
2/17/2026Osaic Holdings Inc.19,189$888K0.0%-19.4%0.033%
2/17/2026Evercore Wealth Management LLC4,475$207K0.0%N/A0.008%
2/17/2026Private Advisor Group LLC428,514$19.84M0.1%+28.8%0.726%
2/17/2026Captrust Financial Advisors4,600$213K0.0%N/A0.008%
2/17/2026Royal Bank of Canada161,416$7.47M0.0%-32.4%0.274%
2/17/2026Blair William & Co. IL50,209$2.32M0.0%-18.7%0.085%
2/17/2026Beacon Financial Advisory LLC19,078$883K0.2%-25.3%0.032%
2/16/2026Tableaux LLC38,179$1.77M0.3%-16.2%0.065%
2/16/2026Venture Visionary Partners LLC451,781$20.93M0.7%+0.1%0.766%
2/16/2026MML Investors Services LLC227,258$10.52M0.0%+5.0%0.385%
2/16/2026Mariner LLC62,384$2.89M0.0%+135.5%0.106%
2/16/2026Glen Eagle Advisors LLC102,067$4.73M0.6%-2.0%0.173%
2/16/2026Avid Wealth Partners LLC144,681$6.70M3.3%+47.5%0.245%
2/16/2026Barclays PLC310,687$14.38M0.0%+47.4%0.527%
2/16/2026Aptus Capital Advisors LLC6,401$296K0.0%+420.8%0.011%
2/13/2026Kestra Advisory Services LLC389,934$18.05M0.1%+20.3%0.661%
2/13/2026Stifel Financial Corp64,752$3.00M0.0%+21.8%0.110%
2/13/2026Smartleaf Asset Management LLC22,646$1.04M0.0%+4.8%0.038%
2/13/2026Bank of Nova Scotia21,840$1.01M0.0%-2.5%0.037%
2/13/2026Morgan Stanley3,207,457$148.47M0.0%-7.6%5.436%
2/13/2026Itau Unibanco Holding S.A.29,770$1.36M0.0%+26.1%0.050%
2/13/2026Ausdal Financial Partners Inc.5,027$233K0.0%-39.0%0.009%
2/13/2026Wells Fargo & Company MN762,199$35.28M0.0%-11.7%1.292%
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2/13/2026Cullen Capital Management LLC88,959$4.12M0.0%-3.5%0.151%
2/13/2026Summit Financial LLC6,957$322K0.0%-12.8%0.012%
2/13/2026Circle Wealth Management LLC143,703$6.65M0.1%+93.3%0.244%
2/12/2026Jane Street Group LLC284,384$13.16M0.0%-71.9%0.482%
2/12/2026Commonwealth Equity Services LLC180,748$8.37M0.0%-26.0%0.306%
2/12/2026 Harbour Investment Management LLC9,454$438K0.2%+20.8%0.016%
2/12/2026JPL Wealth Management LLC16,210$750K0.2%-32.5%0.027%
2/12/2026Steward Partners Investment Advisory LLC9,287$430K0.0%+6.3%0.016%
2/12/2026CIBC Private Wealth Group LLC489,592$22.66M0.0%-0.3%0.830%
2/12/2026Loomis Sayles & Co. L P64,731$3.00M0.0%-55.3%0.110%


EPI Institutional Ownership - Frequently Asked Questions

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), Morgan Stanley ($148.47M), Meitav Investment House Ltd. ($141.99M), Clal Insurance Enterprises Holdings Ltd ($131.13M), Migdal Insurance & Financial Holdings Ltd. ($96.57M), LPL Financial LLC ($85.18M), and Wellington Management Group LLP ($63.75M).Learn more on WisdomTree India Earnings Fund's institutional investors.

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 ($22.25M), Migdal Insurance & Financial Holdings Ltd. ($3.44M), Jane Street Group LLC ($2.21M), Clal Insurance Enterprises Holdings Ltd ($1.80M), Bank of Montreal Can ($1.43M), Jennison Associates LLC ($1.26M), and Meitav Investment House Ltd. ($1.15M).

Institutional investors have bought a total of 5,815,387 shares in the last 24 months. This purchase volume represents approximately $263.90M in transactions.

Of the 116 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: Harel Insurance Investments & Financial Services Ltd. ($1.56M), Flputnam Investment Management Co. ($784.27K), Jane Street Group LLC ($728.71K), Bank of America Corp DE ($620.19K), Migdal Insurance & Financial Holdings Ltd. ($474.90K), Jennison Associates LLC ($446.58K), and Northwestern Mutual Wealth Management Co. ($416.29K).

Institutional investors have sold a total of 9,093,035 shares in the last 24 months. This volume of shares sold represents approximately $400.53M in transactions.


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This page (NYSEARCA:EPI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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