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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$43.85 -0.18 (-0.41%)
As of 04:10 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)
200
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$109.01M
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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
1/21/2025AlphaMark Advisors LLC24,620$1.12M0.5%-1.2%0.037%
1/21/2025GSB Wealth Management LLC85,910$3.89M1.0%+24.3%0.129%
1/21/2025PCG Wealth Advisors LLC32,985$1.49M0.6%+13.7%0.049%
1/17/2025 Lifestyle Asset Management Inc.44,475$2.01M1.1%-1.2%0.067%
1/17/2025 Avior Wealth Management LLC573$26K0.0%-53.2%0.001%
1/17/2025 Janney Montgomery Scott LLC33,056$1.50M0.0%+21.8%0.049%
1/17/2025 SG Americas Securities LLC20,958$949K0.0%+33.2%0.031%
1/17/2025 Global Trust Asset Management LLC5,700$258K0.1%-37.7%0.009%
1/17/2025 AFG Fiduciary Services Limited Partnership9,233$406K0.1%N/A0.014%
1/17/2025 Beaumont Financial Advisors LLC8,971$406K0.0%+37.2%0.013%
1/17/2025 Atomi Financial Group Inc.7,250$328K0.0%N/A0.011%
1/16/2025 Sowa Financial Group Inc.55,990$2.54M1.6%+90.9%0.084%
1/16/2025 Harbor Investment Advisory LLC13,655$618K0.1%-2.5%0.020%
1/16/2025 BigSur Wealth Management LLC10,000$453K0.1%N/A0.015%
1/16/2025 RoundAngle Advisors LLC33,049$1.50M1.4%N/A0.049%
1/15/2025 Whitaker Myers Wealth Managers LTD.244,012$11.05M3.2%+15.9%0.365%
1/15/2025 Channel Wealth LLC55,606$2.52M0.8%+31.8%0.083%
1/14/2025 Redhawk Wealth Advisors Inc.6,589$298K0.0%-94.3%0.010%
1/14/2025 Park Avenue Securities LLC83,720$3.79M0.0%+8.0%0.125%
1/13/2025 Leibman Financial Services Inc.121,803$5.51M4.0%+22.4%0.182%
1/13/2025 FNY Investment Advisers LLC745$33K0.0%+151.7%0.001%
1/13/2025 Miracle Mile Advisors LLC913,241$41.34M0.8%-5.3%1.367%
1/13/2025 EWG Elevate Inc.4,986$226K0.1%-21.4%0.007%
12/26/2024JPMorgan Chase & Co.636,607$32.12M0.0%+4.4%0.953%
11/25/2024Synovus Financial Corp6,510$328K0.0%N/A0.010%
11/25/2024Sanctuary Advisors LLC17,060$795K0.0%+151.2%0.026%
11/18/2024Strait & Sound Wealth Management LLC11,979$604K0.3%+45.2%0.018%
11/15/2024Executive Wealth Management LLC5,240$264K0.0%N/A0.008%
11/15/2024Barclays PLC49,268$2.49M0.0%-49.5%0.074%
11/15/2024Y Intercept Hong Kong Ltd16,974$857K0.1%N/A0.025%
11/15/2024Zacks Investment Management33,578$1.69M0.0%+19.4%0.050%
11/15/2024National Bank of Canada FI1,055$53K0.0%+39.7%0.002%
11/15/2024Glen Eagle Advisors LLC92,847$4.69M0.8%+10.9%0.139%
11/15/2024Insigneo Advisory Services LLC14,867$750K0.1%+11.5%0.022%
11/15/2024Kovitz Investment Group Partners LLC14,673$717K0.0%N/A0.022%
11/15/2024Wellington Management Group LLP1,551,538$78.29M0.0%-0.4%2.323%
11/15/2024Stifel Financial Corp59,525$3.00M0.0%+8.1%0.089%
11/15/2024Quadrature Capital Ltd4,238$214K0.0%N/A0.006%
11/15/2024IHT Wealth Management LLC25,342$1.28M0.0%+67.7%0.038%
11/15/2024Integrated Wealth Concepts LLC24,710$1.25M0.0%+48.9%0.037%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
11/15/2024HighTower Advisors LLC63,070$3.18M0.0%-34.4%0.094%
11/15/2024Ascent Group LLC15,486$781K0.1%-10.2%0.023%
11/14/2024L.M. Kohn & Company18,334$925K0.2%+12.2%0.027%
11/14/2024Circle Wealth Management LLC94,490$4.77M0.1%+5.6%0.141%
11/14/2024Flow Traders U.S. LLC93,440$4.72M0.2%+2,002.1%0.140%
11/14/2024Rockefeller Capital Management L.P.25,061$1.27M0.0%+5.4%0.038%
11/14/2024Walleye Capital LLC7,730$390K0.0%N/A0.012%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 11,392$580K0.0%-35.2%0.017%
11/14/2024CreativeOne Wealth LLC8,468$427K0.0%N/A0.013%
11/13/2024BNP Paribas Financial Markets5,085$257K0.0%-70.8%0.008%
11/13/2024FMR LLC5,382$272K0.0%+36.4%0.008%
11/13/2024Bank of Montreal Can1,027,571$52.22M0.0%+8.8%1.538%
11/13/2024Private Trust Co. NA2,536$128K0.0%-26.0%0.004%
11/13/2024Loomis Sayles & Co. L P8,136$411K0.0%+40.2%0.012%
11/12/2024Summit Trail Advisors LLC198,932$10.04M0.2%+210.0%0.298%
11/12/2024Capital Investment Counsel LLC16,054$810K0.1%N/A0.024%
11/12/2024Crewe Advisors LLC11,431$577K0.1%+24.9%0.017%
11/12/2024Great Valley Advisor Group Inc.247,026$12.47M0.3%+0.9%0.370%
11/12/2024GenTrust LLC207,871$10.49M0.5%+131.3%0.311%
11/12/2024Citigroup Inc.154,416$7.79M0.0%-47.5%0.231%
11/12/2024Massachusetts Financial Services Co. MA261,782$13.21M0.0%+10.0%0.392%
11/9/2024LPL Financial LLC1,906,209$96.19M0.0%+23.0%2.854%
11/8/2024Moors & Cabot Inc.13,343$673K0.0%-4.8%0.020%
11/8/2024Jennison Associates LLC1,257,016$63.43M0.0%N/A1.882%
11/8/2024Commerce Bank4,000$202K0.0%N/A0.006%
11/8/2024 Avior Wealth Management LLC1,225$62K0.0%+113.8%0.002%
11/7/2024Theory Financial LLC67,445$3.19M1.2%-5.8%0.101%
11/7/2024Pettinga Financial Advisors LLC6,500$328K0.1%-6.5%0.010%
11/7/2024Thrivent Financial for Lutherans1,017,206$51.33M0.1%+20.3%1.523%
11/6/2024OneDigital Investment Advisors LLC18,669$942K0.0%-8.9%0.028%
11/6/2024Black Swift Group LLC220,857$11.14M2.5%-1.4%0.331%
11/4/2024Venturi Wealth Management LLC44,081$2.22M0.1%+3.5%0.066%
11/4/2024Arvest Investments Inc.1,594$80K0.0%-53.4%0.002%
11/4/2024Tyler Stone Wealth Management5,656$285K0.1%+54.0%0.008%
11/4/2024Migdal Insurance & Financial Holdings Ltd.587,149$29.63M0.5%-59.8%0.879%
11/4/2024Axxcess Wealth Management LLC5,550$280K0.0%-4.4%0.008%
11/2/2024Avid Wealth Partners LLC65,564$3.31M2.3%+4.5%0.098%
11/1/2024Assetmark Inc.1,156,271$58.35M0.2%-3.5%1.731%
11/1/2024Executive Wealth Management LLC5,240$264K0.0%N/A0.008%
11/1/2024 Lifestyle Asset Management Inc.44,997$2.27M1.3%-1.2%0.067%
10/31/2024Trademark Financial Management LLC7,954$401K0.3%N/A0.012%
10/30/2024Beacon Financial Advisory LLC20,337$1.03M0.3%+60.4%0.030%
10/29/2024 Janney Montgomery Scott LLC27,148$1.37M0.0%+81.4%0.041%
10/29/2024First Interstate Bank4,000$202K0.0%N/A0.006%
10/28/2024Gladstone Institutional Advisory LLC23,435$1.18M0.1%-19.3%0.035%
10/28/2024Laurel Wealth Planning LLC91,696$4.63M3.0%N/A0.137%
10/28/2024 Rosenberg Matthew Hamilton4,435$224K0.1%+6.5%0.007%
10/28/2024Meitav Investment House Ltd.2,831,819$142.89M2.4%+0.1%4.239%
10/25/2024SteelPeak Wealth LLC19,537$986K0.0%N/A0.029%
10/25/2024Golden State Equity Partners11,464$578K0.1%-11.1%0.017%
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis (Ad)

Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as 4,744%. Now, if you’re like everybody else, you want to know what Nvidia’s doing next … and who they’re going to partner with …

Find out details on these three critical Nvidia partners immediately.
10/25/2024GSB Wealth Management LLC69,123$3.49M0.9%-5.1%0.103%
10/25/2024Trajan Wealth LLC229,241$11.57M0.7%-6.8%0.343%
10/25/2024Lodestar Private Asset Management LLC10,407$525K0.1%+6.2%0.016%
10/25/2024MONECO Advisors LLC91,940$4.64M0.6%-0.5%0.138%
10/25/2024Gateway Wealth Partners LLC11,252$568K0.2%+84.6%0.017%
10/24/2024Strategic Wealth Investment Group LLC73,088$3.66M0.4%-2.5%0.109%
10/24/2024Fischer Investment Strategies LLC80,627$4.07M3.5%-2.7%0.121%
10/24/2024 Wealth Enhancement Advisory Services LLC22,515$1.14M0.0%+266.5%0.034%
10/23/2024Pettinga Financial Advisors LLC6,500$328K0.1%-6.5%0.010%
10/23/2024 Global Trust Asset Management LLC9,150$462K0.2%+51.2%0.014%
(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, 257 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were Jane Street Group LLC ($209.68M), Meitav Investment House Ltd. ($142.89M), LPL Financial LLC ($96.19M), Wellington Management Group LLP ($78.29M), Harel Insurance Investments & Financial Services Ltd. ($67.95M), Jennison Associates LLC ($63.43M), and Assetmark Inc. ($58.35M).Learn more on EPI's institutional investors.

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

Of the 235 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: Jane Street Group LLC ($4.81M), Meitav Investment House Ltd. ($2.75M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Assetmark Inc. ($1.50M), Migdal Insurance & Financial Holdings Ltd. ($1.48M), Jennison Associates LLC ($1.26M), and LPL Financial LLC ($1.09M).

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

Institutional investors have bought a total of 29,631,435 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

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

Of the 89 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: Migdal Insurance & Financial Holdings Ltd. ($877.77K), Citigroup Inc. ($273.05K), William Blair Investment Management LLC ($184.74K), Meitav Dash Investments Ltd. ($161.24K), Meitav Investment House Ltd. ($161.24K), Redhawk Wealth Advisors Inc. ($159.02K), and SG Americas Securities LLC ($154.79K).

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

Institutional investors have sold a total of 3,702,431 shares in the last 24 months. This volume of shares sold represents approximately $159.39M in transactions.


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This page (NYSEARCA:EPI) was last updated on 1/21/2025 by MarketBeat.com Staff
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