Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free EPI Stock Alerts

WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$43.24 +0.43 (+1.00%)
Closing price 04:10 PM Eastern
Extended Trading
$43.27 +0.03 (+0.08%)
As of 06:53 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)
192
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$448.70M
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
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%
5/5/2026 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%
4/28/2026 DGS 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%
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%
3/17/2026Rockefeller 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%
2/17/2026 Private 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%
2/17/2026 Beacon 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%
2/16/2026 MML 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%
2/16/2026 Avid Wealth Partners LLC144,681$6.70M3.3%+47.5%0.245%
2/16/2026Barclays PLC310,687$14.38M0.0%+47.4%0.527%
2/16/2026Aptus 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%
2/13/2026Stifel 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%
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%
2/12/2026 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%
2/12/2026Steward 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%
2/11/2026Gateway Wealth Partners LLC9,500$440K0.0%+33.4%0.016%
2/11/2026 Janney Montgomery Scott LLC11,563$535K0.0%-14.2%0.020%
2/11/2026Insight Advisors LLC PA44,844$2.08M0.3%+2.7%0.076%
2/11/2026LPL Financial LLC1,840,160$85.18M0.0%+0.8%3.119%
2/11/2026JPMorgan Chase & Co.1,097,416$50.80M0.0%+77.2%1.860%
2/11/2026Strategic Wealth Investment Group LLC26,069$1.21M0.1%-32.1%0.044%
2/11/2026Greykasell Wealth Strategies Inc.2,427$112K0.0%N/A0.004%
2/11/2026 FLC Capital Advisors5,470$253K0.0%N/A0.009%
2/11/2026 Randolph Co Inc219,181$10.15M1.0%+1.2%0.371%
2/10/2026Cibc World Market Inc.4,854$225K0.0%-11.4%0.008%
2/10/2026Goldman Sachs Group Inc.80,318$3.72M0.0%+116.9%0.136%
2/10/2026Calton & Associates Inc.13,355$618K0.1%N/A0.023%
2/10/2026Natixis Advisors LLC13,766$637K0.0%N/A0.023%
2/10/2026MGO Private Wealth LLC7,934$367K0.2%-3.6%0.013%
2/10/2026Portland Global Advisors LLC5,920$274K0.0%-20.4%0.010%
2/10/2026Catalyst Capital Advisors LLC440,569$20.39M0.4%-5.2%0.747%
2/10/2026Northwestern Mutual Wealth Management Co.364,151$16.86M0.0%-20.6%0.617%
2/10/2026Moors & Cabot Inc.8,808$408K0.0%-7.8%0.015%
2/9/2026 Arista Wealth Management LLC4,500$208K0.0%N/A0.008%
2/9/2026Flputnam Investment Management Co.4,850$225K0.0%-9.6%0.008%
2/9/2026Harbour Investments Inc.6,069$281K0.0%+28.8%0.010%
2/9/2026Fisher Asset Management LLC6,620$306K0.0%N/A0.011%
2/9/2026Clearstead Advisors LLC25,197$1.17M0.0%+3.1%0.043%


EPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPI shares?

During the previous two years, 359 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), Bank of America Corp DE ($109.38M), Migdal Insurance & Financial Holdings Ltd. ($96.57M), and LPL Financial LLC ($85.18M).Learn more on WisdomTree India Earnings Fund's institutional investors.

Which institutional investors have been buying WisdomTree India Earnings Fund's stock?

Of the 319 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. ($3.44M), 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).

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

Institutional investors have bought a total of 31,161,191 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 125 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), Assetmark Inc. ($767.26K), Jane Street Group LLC ($728.71K), Northwestern Mutual Wealth Management Co. ($610.43K), Migdal Insurance & Financial Holdings Ltd. ($474.90K), and Jennison Associates LLC ($425.40K).

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

Institutional investors have sold a total of 10,105,458 shares in the last 24 months. This volume of shares sold represents approximately $446.91M in transactions.


Related Companies

This page (NYSEARCA:EPI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel