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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$46.12 -0.26 (-0.56%)
(As of 12/20/2024 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree India Earnings Fund (NYSEARCA:EPI)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$107.70M
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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
11/25/2024 Synovus Financial Corp6,510$328K0.0%N/A0.010%
11/25/2024 Sanctuary Advisors LLC17,060$795K0.0%+151.2%0.026%
11/18/2024 Strait & Sound Wealth Management LLC11,979$604K0.3%+45.2%0.018%
11/15/2024 Executive Wealth Management LLC5,240$264K0.0%N/A0.008%
11/15/2024 Barclays PLC49,268$2.49M0.0%-49.5%0.074%
11/15/2024 Y Intercept Hong Kong Ltd16,974$857K0.1%N/A0.025%
11/15/2024 Zacks Investment Management33,578$1.69M0.0%+19.4%0.050%
11/15/2024 National Bank of Canada FI1,055$53K0.0%+39.7%0.002%
11/15/2024 Glen Eagle Advisors LLC92,847$4.69M0.8%+10.9%0.139%
11/15/2024 Insigneo Advisory Services LLC14,867$750K0.1%+11.5%0.022%
11/15/2024 Kovitz Investment Group Partners LLC14,673$717K0.0%N/A0.022%
11/15/2024 Wellington Management Group LLP1,551,538$78.29M0.0%-0.4%2.323%
11/15/2024 Stifel Financial Corp59,525$3.00M0.0%+8.1%0.089%
11/15/2024 Quadrature Capital Ltd4,238$214K0.0%N/A0.006%
11/15/2024 IHT Wealth Management LLC25,342$1.28M0.0%+67.7%0.038%
11/15/2024 Integrated Wealth Concepts LLC24,710$1.25M0.0%+48.9%0.037%
11/15/2024 HighTower Advisors LLC63,070$3.18M0.0%-34.4%0.094%
11/15/2024 Ascent Group LLC15,486$781K0.1%-10.2%0.023%
11/14/2024 L.M. Kohn & Company18,334$925K0.2%+12.2%0.027%
11/14/2024 Circle Wealth Management LLC94,490$4.77M0.1%+5.6%0.141%
11/14/2024 Flow Traders U.S. LLC93,440$4.72M0.2%+2,002.1%0.140%
11/14/2024 Rockefeller Capital Management L.P.25,061$1.27M0.0%+5.4%0.038%
11/14/2024 Walleye Capital LLC7,730$390K0.0%N/A0.012%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 11,392$580K0.0%-35.2%0.017%
11/14/2024 CreativeOne Wealth LLC8,468$427K0.0%N/A0.013%
11/13/2024 BNP Paribas Financial Markets5,085$257K0.0%-70.8%0.008%
11/13/2024 FMR LLC5,382$272K0.0%+36.4%0.008%
11/13/2024 Bank of Montreal Can1,027,571$52.22M0.0%+8.8%1.538%
11/13/2024 Private Trust Co. NA2,536$128K0.0%-26.0%0.004%
11/13/2024 Loomis Sayles & Co. L P8,136$411K0.0%+40.2%0.012%
11/12/2024 Summit Trail Advisors LLC198,932$10.04M0.2%+210.0%0.298%
11/12/2024 Capital Investment Counsel LLC16,054$810K0.1%N/A0.024%
11/12/2024 Crewe Advisors LLC11,431$577K0.1%+24.9%0.017%
11/12/2024 Great Valley Advisor Group Inc.247,026$12.47M0.3%+0.9%0.370%
11/12/2024 GenTrust LLC207,871$10.49M0.5%+131.3%0.311%
11/12/2024 Citigroup Inc.154,416$7.79M0.0%-47.5%0.231%
11/12/2024 Massachusetts Financial Services Co. MA261,782$13.21M0.0%+10.0%0.392%
11/9/2024 LPL Financial LLC1,906,209$96.19M0.0%+23.0%2.854%
11/8/2024 Moors & Cabot Inc.13,343$673K0.0%-4.8%0.020%
11/8/2024 Jennison Associates LLC1,257,016$63.43M0.0%N/A1.882%
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11/8/2024 Commerce Bank4,000$202K0.0%N/A0.006%
11/8/2024 Avior Wealth Management LLC1,225$62K0.0%+113.8%0.002%
11/7/2024 Theory Financial LLC67,445$3.19M1.2%-5.8%0.101%
11/7/2024 Pettinga Financial Advisors LLC6,500$328K0.1%-6.5%0.010%
11/7/2024 Thrivent Financial for Lutherans1,017,206$51.33M0.1%+20.3%1.523%
11/6/2024 OneDigital Investment Advisors LLC18,669$942K0.0%-8.9%0.028%
11/6/2024 Black Swift Group LLC220,857$11.14M2.5%-1.4%0.331%
11/4/2024 Venturi Wealth Management LLC44,081$2.22M0.1%+3.5%0.066%
11/4/2024 Arvest Investments Inc.1,594$80K0.0%-53.4%0.002%
11/4/2024 Tyler Stone Wealth Management5,656$285K0.1%+54.0%0.008%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.587,149$29.63M0.5%-59.8%0.879%
11/4/2024 Axxcess Wealth Management LLC5,550$280K0.0%-4.4%0.008%
11/2/2024 Avid Wealth Partners LLC65,564$3.31M2.3%+4.5%0.098%
11/1/2024 Assetmark Inc.1,156,271$58.35M0.2%-3.5%1.731%
11/1/2024 Executive 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%
10/31/2024 Trademark Financial Management LLC7,954$401K0.3%N/A0.012%
10/30/2024 Beacon 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%
10/29/2024 First Interstate Bank4,000$202K0.0%N/A0.006%
10/28/2024 Gladstone Institutional Advisory LLC23,435$1.18M0.1%-19.3%0.035%
10/28/2024 Laurel Wealth Planning LLC91,696$4.63M3.0%N/A0.137%
10/28/2024 Rosenberg Matthew Hamilton4,435$224K0.1%+6.5%0.007%
10/28/2024 Meitav Investment House Ltd.2,831,819$142.89M2.4%+0.1%4.239%
10/25/2024 SteelPeak Wealth LLC19,537$986K0.0%N/A0.029%
10/25/2024 Golden State Equity Partners11,464$578K0.1%-11.1%0.017%
10/25/2024 GSB Wealth Management LLC69,123$3.49M0.9%-5.1%0.103%
10/25/2024 Trajan Wealth LLC229,241$11.57M0.7%-6.8%0.343%
10/25/2024 Lodestar Private Asset Management LLC10,407$525K0.1%+6.2%0.016%
10/25/2024 MONECO Advisors LLC91,940$4.64M0.6%-0.5%0.138%
10/25/2024 Gateway Wealth Partners LLC11,252$568K0.2%+84.6%0.017%
10/24/2024 Strategic Wealth Investment Group LLC73,088$3.66M0.4%-2.5%0.109%
10/24/2024 Fischer 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%
10/23/2024 Pettinga 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%
10/22/2024 International Assets Investment Management LLC615,309$31.05M0.0%+37,649.0%0.921%
10/22/2024 Lake Street Private Wealth LLC148,143$7.48M1.2%+2,580.8%0.222%
10/22/2024 Rainey & Randall Investment Management Inc.5,255$265K0.1%+23.8%0.008%
10/22/2024 Private Advisor Group LLC200,632$10.12M0.1%-4.5%0.300%
10/21/2024 Sweeney & Michel LLC17,156$836K0.3%N/A0.026%
10/21/2024 Calton & Associates Inc.15,015$758K0.3%+93.9%0.022%
10/21/2024 Foundations Investment Advisors LLC12,982$655K0.0%-37.3%0.019%
10/21/2024 Venture Visionary Partners LLC499,759$25.22M1.1%+7.5%0.748%
10/19/2024Narus Financial Partners LLC39,408$1.99M0.7%+16.4%0.059%
10/18/2024Whitaker Myers Wealth Managers LTD.210,553$10.63M3.5%-5.1%0.315%
10/18/2024Raymond James & Associates365,488$18.44M0.0%+11.4%0.547%
10/18/2024Stratos Wealth Advisors LLC5,216$263K0.0%N/A0.008%
10/17/2024Pachira Investments Inc.29,654$1.50M1.2%+45.3%0.044%
10/17/2024Onyx Bridge Wealth Group LLC20,816$1.05M0.2%-5.3%0.031%
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10/16/2024 Greenup Street Wealth Management LLC198,728$10.03M2.1%N/A0.297%
10/16/2024 Global Retirement Partners LLC24,614$1.24M0.0%-2.3%0.037%
10/15/2024 Prospect Financial Services LLC8,534$431K0.3%N/A0.013%
10/15/2024 NBC Securities Inc.1,783$89K0.0%+53.3%0.003%
10/11/2024 Creative Planning20,207$1.02M0.0%-1.9%0.030%
10/11/2024 Fiduciary Alliance LLC26,619$1.34M0.2%+2.6%0.040%
10/11/2024 ORG Partners LLC700$35K0.0%N/A0.001%
10/11/2024 Procyon Advisors LLC5,547$280K0.0%+5.0%0.008%
10/11/2024 Redhawk Wealth Advisors Inc.115,037$5.81M0.8%+5.7%0.172%
10/10/2024 Sowa Financial Group Inc.29,327$1.48M0.9%+130.0%0.044%
(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, 251 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 229 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 29,623,039 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 84 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), SG Americas Securities LLC ($154.79K), and Meditor Group Ltd ($153.10K).

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

Institutional investors have sold a total of 3,537,048 shares in the last 24 months. This volume of shares sold represents approximately $151.90M in transactions.


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This page (NYSEARCA:EPI) was last updated on 12/22/2024 by MarketBeat.com Staff
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