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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$41.46 +0.66 (+1.62%)
Closing price 04:10 PM Eastern
Extended Trading
$41.47 +0.01 (+0.02%)
As of 07:30 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)
140
Total
Institutional Inflows
(last 12 months)
$181.11M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$320.57M
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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
10/13/2026Baldwin Wealth Partners LLC MA13,070$532K0.0%N/A0.030%
10/7/2026Venture Visionary Partners LLC428,576$17.46M0.4%-0.5%0.970%
9/23/2026Envestnet Portfolio Solutions Inc.9,310$398K0.0%+8.0%0.020%
9/23/2026Envestnet Asset Management Inc.91,482$3.91M0.0%+2.6%0.197%
9/9/2026Integrated Wealth Concepts LLC7,831$335K0.0%+13.0%0.017%
9/9/2026RFG Advisory LLC5,764$247K0.0%+9.4%0.012%
9/9/2026NewEdge Advisors LLC13,711$587K0.0%-23.9%0.029%
9/8/2026Allworth Financial LP47,343$2.03M0.0%-2.4%0.100%
8/27/2026Corient Private Wealth LP6,146$263K0.0%-76.6%0.013%
8/24/2026Carlson Financial Inc.7,295$312K0.2%-11.2%0.015%
8/22/2026Concurrent Investment Advisors LLC8,796$376K0.0%-24.9%0.019%
8/21/2026Beacon Financial Advisory LLC12,774$546K0.1%-26.1%0.027%
8/14/2026Cullen Capital Management LLC93,411$4.00M0.0%N/A0.198%
7/9/2026AFG Fiduciary Services Limited Partnership18,106$777K0.6%-9.8%0.037%
7/9/2026Pettinga Financial Advisors LLC5,850$250K0.0%-5.6%0.012%
7/9/2026Whitaker Myers Wealth Managers LTD.26,182$1.12M0.2%-8.0%0.053%
7/9/2026Valeo Financial Advisors LLC7,929$339K0.0%N/A0.016%
7/7/2026Dynamic Advisor Solutions LLC10,049$430K0.0%-88.5%0.020%
7/7/2026Harbor 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%
5/6/2026Independent 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%
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5/4/2026Procyon 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%
4/29/2026Meitav 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%
4/24/2026Carmel Capital Management L.L.C.51,755$2.11M0.6%-62.4%0.101%
4/24/2026Harbour Investment Management LLC9,190$375K0.2%-2.8%0.018%
4/23/2026Kohmann Bosshard Financial Services LLC1,820$74K0.0%-38.8%0.004%
4/23/2026Capital Investment Counsel LLC207,881$8.48M1.2%-1.3%0.408%
4/23/2026Apollon Wealth Management LLC32,844$1.34M0.0%+18.0%0.064%
4/22/2026Millburn 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%
4/20/2026RFG Advisory LLC5,267$215K0.0%+4.8%0.010%
4/17/2026Hanson & Doremus Investment Management2,119$86K0.0%-20.5%0.004%
4/15/2026Cohen 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%
2/18/2026Andrews 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%
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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%


EPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 339 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 281 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 4,080,897 shares in the last 24 months. This purchase volume represents approximately $181.11M in transactions.

Of the 109 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), 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), Miracle Mile Advisors LLC ($277.23K), and GenTrust LLC ($271.00K).

Institutional investors have sold a total of 7,355,983 shares in the last 24 months. This volume of shares sold represents approximately $320.57M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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