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WisdomTree India Earnings Fund (EPI) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$334.21M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$53.56M
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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
4/25/2024Cambridge Investment Research Advisors Inc.34,390$1.50M0.0%+113.9%0.052%
4/24/2024CENTRAL TRUST Co1,795$78K0.0%N/A0.003%
4/23/2024 Global Retirement Partners LLC3,525$154K0.0%+49.6%0.005%
4/23/2024 Nations Financial Group Inc. IA ADV28,072$1.22M0.1%N/A0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.107,158$4.67M0.0%+5.0%0.161%
4/22/2024 Raymond James & Associates134,668$5.87M0.0%+20.9%0.203%
4/22/2024 Rainey & Randall Investment Management Inc.4,922$214K0.1%N/A0.007%
4/22/2024 Carmel Capital Management L.L.C.128,405$5.59M2.3%+0.2%0.193%
4/19/2024 GenTrust LLC23,971$1.04M0.1%-6.9%0.083%
4/19/2024 Pachira Investments Inc.18,203$793K0.6%+258.9%0.063%
4/18/2024 Narus Financial Partners LLC28,454$1.24M0.5%+473.7%0.098%
4/18/2024 Miracle Mile Advisors LLC915,966$39.90M1.0%-9.4%3.159%
4/17/2024 Fiduciary Alliance LLC31,114$1.36M0.2%+6.1%0.107%
4/17/2024 Atticus Wealth Management LLC3,355$146K0.0%+29.6%0.012%
4/16/2024 Bridge Advisory LLC13,907$606K0.3%N/A0.048%
4/16/2024 Calton & Associates Inc.6,845$298K0.1%N/A0.024%
4/15/2024 DGS Capital Management LLC5,450$237K0.1%N/A0.019%
4/12/2024 Whitaker Myers Wealth Managers LTD.180,045$7.84M3.3%+12.4%0.621%
4/12/2024 Ignite Planners LLC8,775$383K0.1%+27.5%0.030%
4/12/2024 Harbor Investment Advisory LLC11,785$513K0.1%+9.3%0.041%
4/12/2024 Global Trust Asset Management LLC5,300$231K0.1%+5,200.0%0.018%
4/10/2024 Ferguson Shapiro LLC56,018$2.44M1.1%-5.4%0.193%
4/10/2024 Park Avenue Securities LLC69,022$3.01M0.0%+13.8%0.238%
4/10/2024 Wedmont Private Capital7,492$336K0.0%N/A0.026%
4/10/2024 EWG Elevate Inc.5,072$221K0.1%N/A0.017%
4/9/2024 Lowe Wealth Advisors LLC19,330$842K0.4%+2.5%0.067%
4/4/2024 Leibman Financial Services Inc.82,683$3.60M2.8%+6.3%0.285%
3/5/2024Wellington Management Group LLP1,377,687$56.49M0.0%-4.0%4.751%
2/26/2024Centaurus Financial Inc.47,894$1.96M0.1%+289.9%0.165%
2/14/2024Barometer Capital Management Inc.15,700$644K0.2%-26.3%0.054%
2/14/2024Cullen Capital Management LLC243,786$10.00M0.1%N/A0.841%
2/14/2024Personal CFO Solutions LLC6,961$285K0.0%N/A0.024%
2/13/2024Per Stirling Capital Management LLC.19,903$816K0.1%+58.7%0.069%
2/13/2024Tower Research Capital LLC TRC 683$28K0.0%N/A0.002%
2/13/2024CIBC Private Wealth Group LLC22,080$905K0.0%+2.3%0.076%
2/13/2024Belpointe Asset Management LLC9,915$407K0.0%N/A0.034%
2/12/2024Tradition Wealth Management LLC894$37K0.0%N/A0.003%
2/12/2024Parallel Advisors LLC1,918$79K0.0%+26.4%0.007%
2/12/2024Hsbc Holdings PLC66,684$2.74M0.0%+38.5%0.230%
2/9/2024Commerce Bank13,000$533K0.0%+18.2%0.045%
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2/9/2024Assetmark Inc.1,495,425$61.31M0.2%+13,594,672.7%5.157%
2/9/2024L.M. Kohn & Company10,834$444K0.1%-5.1%0.037%
2/9/2024Wells Fargo & Company MN433,478$17.77M0.0%+29.3%1.495%
2/9/2024UBS Group AG568,580$23.31M0.0%+59.8%1.961%
2/8/2024Verity Asset Management Inc.19,051$781K0.5%-6.4%0.066%
2/8/2024Level Four Advisory Services LLC28,564$1.17M0.1%N/A0.098%
2/8/2024Financial Advocates Investment Management5,877$241K0.0%N/A0.020%
2/8/2024Beacon Pointe Advisors LLC30,680$1.26M0.0%+11.9%0.106%
2/8/2024Cosner Financial Group LLC8,516$349K0.3%-45.6%0.029%
2/8/2024Massachusetts Financial Services Co. MA213,120$8.74M0.0%+11.4%0.735%
2/7/2024Theory Financial LLC97,187$3.99M2.1%N/A0.335%
2/7/2024 NBC Securities Inc.1,263$51K0.0%+26.6%0.004%
2/7/2024BNP Paribas Financial Markets11,060$453K0.0%+28.6%0.038%
2/7/2024Principal Securities Inc.784$32K0.0%N/A0.003%
2/6/2024Apollon Wealth Management LLC5,353$219K0.0%N/A0.018%
2/6/2024Idaho Trust Bank11,911$488K0.3%+3.9%0.041%
2/6/2024Private Advisor Group LLC65,788$2.70M0.0%-38.1%0.227%
2/6/2024Millburn Ridgefield Corp384,523$15.77M0.5%-12.3%1.326%
2/6/2024Merit Financial Group LLC18,192$746K0.0%N/A0.063%
2/6/2024Eldridge Investment Advisors Inc.18,750$769K0.2%N/A0.065%
2/2/2024Headlands Technologies LLC1,786$73K0.0%-72.9%0.006%
2/2/2024Simplex Trading LLC9,753$399K0.0%+512.6%0.034%
2/1/2024Larson Financial Group LLC5,468$224K0.0%+82.6%0.019%
2/1/2024Lindbrook Capital LLC2,270$93K0.0%N/A0.008%
1/31/2024Migdal Insurance & Financial Holdings Ltd.24,649$1.02M0.0%+32.0%0.085%
1/29/2024Meitav Investment House Ltd.1,387,592$56.86M0.8%+243.1%4.785%
1/29/2024 Valeo Financial Advisors LLC5,616$230K0.0%N/A0.019%
1/26/2024 Harbor Investment Advisory LLC10,785$442K0.0%N/A0.037%
1/25/2024 Narus Financial Partners LLC4,960$203K0.1%N/A0.017%
1/25/2024Financial & Tax Architects LLC22,163$909K0.3%-41.2%0.076%
1/24/2024Venture Visionary Partners LLC150,187$6.16M0.3%N/A0.518%
1/24/2024Allworth Financial LP10,973$450K0.0%+7,737.9%0.038%
1/24/2024Private Trust Co. NA2,416$99K0.0%+134.6%0.008%
1/23/2024Black Swift Group LLC213,798$8.77M2.6%-20.1%0.737%
1/22/2024Wright Fund Management LLC403,801$16.56M0.8%+287.1%1.392%
1/22/2024 Carmel Capital Management L.L.C.128,105$5.25M2.5%+39.8%0.442%
1/22/2024 Miracle Mile Advisors LLC1,010,778$41.44M1.1%+69.1%3.485%
1/19/2024 AlphaMark Advisors LLC24,300$996K0.4%+108.4%0.084%
1/18/2024 Global Retirement Partners LLC2,357$99K0.0%N/A0.008%
1/18/2024 GenTrust LLC25,741$1.06M0.1%+8.0%0.089%
1/18/2024 Peak Financial Management Inc.5,055$207K0.1%N/A0.017%
1/18/2024 Pettinga Financial Advisors LLC7,000$287K0.1%+27.3%0.024%
1/17/2024 Fiduciary Alliance LLC29,318$1.20M0.2%-1.7%0.101%
1/17/2024 Atticus Wealth Management LLC2,589$106K0.0%N/A0.009%
1/16/2024 Raymond James Financial Services Advisors Inc.102,057$4.18M0.0%+14.2%0.352%
1/16/2024 Pachira Investments Inc.5,072$208K0.2%N/A0.017%
1/16/2024 Raymond James & Associates111,399$4.57M0.0%+47.3%0.384%
1/16/2024Strategic Wealth Investment Group LLC95,889$3.93M0.6%-4.1%0.331%
1/16/2024 Rosenberg Matthew Hamilton4,627$190K0.1%-5.3%0.016%
1/16/2024 Ferguson Shapiro LLC59,196$2.43M1.1%-3.1%0.204%
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1/12/2024FNY Investment Advisers LLC1,445$59K0.1%+932.1%0.005%
1/12/2024SG Americas Securities LLC38,872$1.59M0.0%-70.7%0.134%
1/12/2024 Whitaker Myers Wealth Managers LTD.160,236$6.57M3.3%+16.0%0.553%
1/12/2024Redhawk Wealth Advisors Inc.44,532$1.83M0.4%-53.2%0.154%
1/11/2024 Patten Group Inc.8,006$328K0.1%N/A0.028%
1/9/2024 Ignite Planners LLC6,881$282K0.1%N/A0.024%
1/8/2024 Baldwin Brothers LLC MA5,388$221K0.0%N/A0.019%
1/5/2024 Leibman Financial Services Inc.77,773$3.19M2.7%N/A0.268%
1/5/2024 Lowe Wealth Advisors LLC18,850$773K0.4%+2.4%0.065%
1/3/2024 Spence Asset Management10,190$418K0.1%N/A0.035%
(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, 160 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were Assetmark Inc. ($61.31M), Meitav Investment House Ltd. ($56.86M), Wellington Management Group LLP ($56.49M), Driehaus Capital Management LLC ($54.12M), Miracle Mile Advisors LLC ($39.90M), William Blair Investment Management LLC ($24.77M), and UBS Group AG ($23.31M).Learn more on EPI's institutional investors.

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

Of the 142 institutional investors that purchased WisdomTree India Earnings Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.50M), Meitav Investment House Ltd. ($1.31M), Miracle Mile Advisors LLC ($1.01M), William Blair Investment Management LLC ($970K), Strategic Wealth Investment Group LLC ($714.96K), Wellington Management Group LLP ($621.55K), and UBS Group AG ($464.53K).

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

Institutional investors have bought a total of 12,841,337 shares in the last 24 months. This purchase volume represents approximately $468.09M in transactions.

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

Of the 69 institutional investors that sold WisdomTree India Earnings Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Driehaus Capital Management LLC ($251.58K), Massachusetts Financial Services Co. MA ($213.46K), William Blair Investment Management LLC ($184.74K), Meitav Dash Investments Ltd. ($161.24K), Meitav Investment House Ltd. ($161.24K), Meditor Group Ltd ($153.10K), and Money Design Co. Ltd. ($152.16K).

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

Institutional investors have sold a total of 2,510,714 shares in the last 24 months. This volume of shares sold represents approximately $86.91M in transactions.


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This page (NYSEARCA:EPI) was last updated on 4/25/2024 by MarketBeat.com Staff

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