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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$42.37 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$42.21 -0.16 (-0.39%)
As of 05/22/2026 07:18 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)
184
Total
Institutional Inflows
(last 12 months)
$276.00M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$402.29M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC9,560$390K0.0%-2.8%0.019%
5/19/2026 Bank of America Corp DE1,049,136$42.81M0.0%-27.9%2.057%
5/18/2026 Sunbelt Securities Inc.26,535$1.08M0.1%+8.9%0.052%
5/18/2026 Royal Bank of Canada266,922$10.89M0.0%+65.4%0.523%
5/16/2026 Glen 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%
5/15/2026 Waverly 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%
4/28/2026 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%
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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%
2/20/2026 Sunbelt 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%
2/18/2026 Beacon 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%
2/18/2026 Tudor Investment Corp ET AL4,585$212K0.0%-26.0%0.008%
2/18/2026 Quadrature Capital Ltd19,346$896K0.0%N/A0.033%
2/18/2026 OLD Mission Capital LLC525,859$24.34M0.6%+25.7%0.891%
2/18/2026 IHT 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%
2/17/2026 Equitable Holdings Inc.125,500$5.81M0.0%+17.1%0.213%
2/17/2026 Osaic Holdings Inc.19,189$888K0.0%-19.4%0.033%
2/17/2026 Evercore 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%
2/17/2026 Royal 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%
2/16/2026 Glen 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%
2/16/2026 Barclays 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%
2/13/2026 Itau Unibanco Holding S.A.29,770$1.36M0.0%+26.1%0.050%
2/13/2026 Ausdal Financial Partners Inc.5,027$233K0.0%-39.0%0.009%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
2/12/2026 JPL 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%
2/12/2026CIBC Private Wealth Group LLC489,592$22.66M0.0%-0.3%0.830%
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2/12/2026 Loomis Sayles & Co. L P64,731$3.00M0.0%-55.3%0.110%
2/11/2026 Gateway Wealth Partners LLC9,500$440K0.0%+33.4%0.016%
2/11/2026 Janney Montgomery Scott LLC11,563$535K0.0%-14.2%0.020%
2/11/2026 Insight Advisors LLC PA44,844$2.08M0.3%+2.7%0.076%
2/11/2026 LPL Financial LLC1,840,160$85.18M0.0%+0.8%3.119%
2/11/2026 JPMorgan Chase & Co.1,097,416$50.80M0.0%+77.2%1.860%
2/11/2026 Strategic Wealth Investment Group LLC26,069$1.21M0.1%-32.1%0.044%
2/11/2026 Greykasell 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%


EPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 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 311 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 6,066,236 shares in the last 24 months. This purchase volume represents approximately $276.00M in transactions.

Of the 118 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 9,127,989 shares in the last 24 months. This volume of shares sold represents approximately $402.29M in transactions.


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This page (NYSEARCA:EPI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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