Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free EPI Stock Alerts

WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$43.02 -0.24 (-0.55%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$43.02 0.00 (0.00%)
As of 08/14/2026 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$185.63M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$358.20M
Get EPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree India Earnings Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EPI Institutional Buying and Selling by Quarter

WisdomTree India Earnings Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026 Cullen Capital Management LLC93,411$4.00M0.0%N/A0.198%
8/7/2026 Trust Co. of Vermont400$30K0.0%N/A0.001%
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%
6/1/2026 Dala 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%
5/15/2026 Gateway Wealth Partners LLC4,988$204K0.0%-47.5%0.010%
5/15/2026Waverly Advisors LLC54,416$2.22M0.0%N/A0.107%
5/13/2026 Cetera Investment Advisers57,079$2.33M0.0%+13.4%0.112%
5/13/2026 NewEdge Wealth LLC148,645$6.07M0.1%-38.6%0.291%
5/6/2026 Jennison Associates LLC11,151$455K0.0%-65.5%0.022%
5/6/2026 Catalyst Capital Advisors LLC587,752$23.98M0.4%+33.4%1.152%
5/6/2026 Independent Financial Group LLC7,184$293K0.0%N/A0.014%
5/6/2026 Prosperity Consulting Group LLC5,267$215K0.0%-93.8%0.010%
5/5/2026 Wealthfront Advisers LLC68,986$2.82M0.0%+31.0%0.135%
5/5/2026 Theory Financial LLC26,624$1.09M0.4%-62.3%0.052%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.66,000$2.69M0.0%-95.9%0.129%
5/5/2026 Sanctuary Advisors LLC19,612$800K0.0%+3.4%0.038%
5/5/2026 Sigma Planning Corp10,158$414K0.0%-5.8%0.020%
5/4/2026 Procyon Advisors LLC6,914$282K0.0%+9.5%0.014%
5/1/2026 Fifth Third Bancorp13,011$531K0.0%N/A0.026%
5/1/2026 Avid Wealth Partners LLC100,907$4.12M1.9%-30.3%0.198%
4/30/2026 Kestra Advisory Services LLC383,440$15.64M0.1%-1.7%0.752%
4/30/2026 IAG 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%
4/28/2026 Ascentis Independent Advisors9,502$388K0.0%-29.9%0.019%
4/28/2026 Beacon Financial Advisory LLC17,282$705K0.2%-9.4%0.034%
4/27/2026 Private 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
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%
4/22/2026 Narus Financial Partners LLC49,389$2.02M0.5%-3.4%0.097%
4/21/2026 Grey Ledge Advisors LLC107,774$4.40M1.0%+9.9%0.211%
4/20/2026 Kestra Private Wealth Services LLC7,116$290K0.0%N/A0.014%
4/20/2026 Arta Finance Wealth Management LLC6,004$245K0.1%-13.8%0.012%
4/20/2026 RFG Advisory LLC5,267$215K0.0%+4.8%0.010%
4/17/2026 Hanson & Doremus Investment Management2,119$86K0.0%-20.5%0.004%
4/15/2026 Cohen Klingenstein LLC47,000$1.92M0.1%-12.3%0.090%
3/17/2026 Rockefeller Capital Management L.P.61,607$2.85M0.0%-6.3%0.104%
3/16/2026 Osbon Capital Management LLC3,048$141K0.1%N/A0.005%
3/9/2026 Corient Private Wealth LLC14,571$674K0.0%+8.3%0.025%
2/20/2026Sunbelt Securities Inc.24,361$1.13M0.1%+8.3%0.041%
2/19/2026 Corient Private Wealth LLC14,571$674K0.0%+8.3%0.025%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC17,225$797K0.0%N/A0.029%
2/18/2026 NewEdge Advisors LLC18,208$843K0.0%-7.2%0.031%
2/18/2026 Zacks Investment Management41,538$1.92M0.0%+5.6%0.070%
2/18/2026Tudor Investment Corp ET AL4,585$212K0.0%-26.0%0.008%
2/18/2026 Quadrature 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%
2/17/2026 Cetera 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%
2/17/2026 Private Advisor Group LLC428,514$19.84M0.1%+28.8%0.726%
2/17/2026 Captrust Financial Advisors4,600$213K0.0%N/A0.008%
2/17/2026Royal Bank of Canada161,416$7.47M0.0%-32.4%0.274%
2/17/2026 Blair William & Co. IL50,209$2.32M0.0%-18.7%0.085%
2/17/2026 Beacon Financial Advisory LLC19,078$883K0.2%-25.3%0.032%
2/16/2026 Tableaux LLC38,179$1.77M0.3%-16.2%0.065%
2/16/2026 Venture Visionary Partners LLC451,781$20.93M0.7%+0.1%0.766%
2/16/2026 MML Investors Services LLC227,258$10.52M0.0%+5.0%0.385%
2/16/2026 Mariner LLC62,384$2.89M0.0%+135.5%0.106%
2/16/2026Glen Eagle Advisors LLC102,067$4.73M0.6%-2.0%0.173%
2/16/2026 Avid Wealth Partners LLC144,681$6.70M3.3%+47.5%0.245%
2/16/2026Barclays PLC310,687$14.38M0.0%+47.4%0.527%
2/16/2026 Aptus Capital Advisors LLC6,401$296K0.0%+420.8%0.011%
2/13/2026 Kestra Advisory Services LLC389,934$18.05M0.1%+20.3%0.661%
2/13/2026 Stifel Financial Corp64,752$3.00M0.0%+21.8%0.110%
2/13/2026 Smartleaf Asset Management LLC22,646$1.04M0.0%+4.8%0.038%
2/13/2026 Bank of Nova Scotia21,840$1.01M0.0%-2.5%0.037%
2/13/2026 Morgan 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
2/13/2026 Cullen Capital Management LLC88,959$4.12M0.0%-3.5%0.151%
2/13/2026 Summit Financial LLC6,957$322K0.0%-12.8%0.012%
2/13/2026 Circle 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%
2/12/2026 Commonwealth 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%
2/12/2026 Steward Partners Investment Advisory LLC9,287$430K0.0%+6.3%0.016%


EPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 347 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 294 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 ($2.21M), Migdal Insurance & Financial Holdings Ltd. ($1.98M), Clal Insurance Enterprises Holdings Ltd ($1.80M), Jennison Associates LLC ($1.26M), Raymond James Financial Inc. ($1.13M), and Meitav Investment House Ltd. ($897.88K).

Institutional investors have bought a total of 4,175,908 shares in the last 24 months. This purchase volume represents approximately $185.63M in transactions.

Of the 106 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. ($429.35K), Northwestern Mutual Wealth Management Co. ($384.89K), and Miracle Mile Advisors LLC ($277.23K).

Institutional investors have sold a total of 8,201,124 shares in the last 24 months. This volume of shares sold represents approximately $358.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel