Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free EPI Stock Alerts

WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$42.92 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$42.92 -0.01 (-0.01%)
As of 07/2/2026 07:21 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)
186
Total
Institutional Inflows
(last 12 months)
$276.97M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$398.69M
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
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%
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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
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%
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%
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%
2/12/2026Commonwealth Equity Services LLC180,748$8.37M0.0%-26.0%0.306%
2/12/2026Harbour Investment Management LLC9,454$438K0.2%+20.8%0.016%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
2/11/2026Janney 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%


EPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 357 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 312 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 6,089,919 shares in the last 24 months. This purchase volume represents approximately $276.97M in transactions.

Of the 117 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 9,045,676 shares in the last 24 months. This volume of shares sold represents approximately $398.69M in transactions.


Related Companies

This page (NYSEARCA:EPI) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel