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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$43.95 +0.32 (+0.73%)
Closing price 04:10 PM Eastern
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$43.96 +0.02 (+0.03%)
As of 07:54 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)
241
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$268.25M
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EPI Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC23,890$1.08M0.0%+6.1%0.034%
3/14/2025Tableaux LLC17,710$802K0.7%N/A0.025%
3/10/2025 Mattson Financial Services LLC589$27K0.0%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.208,316$9.43M0.2%-15.7%0.312%
2/21/2025 Ascent Group LLC4,750$215K0.0%-69.3%0.007%
2/18/2025 Strait & Sound Wealth Management LLC15,614$707K0.3%+30.3%0.023%
2/18/2025 Continuum Advisory LLC700$32K0.0%+128.0%0.001%
2/18/2025 Glen Eagle Advisors LLC101,225$4.58M0.8%+9.0%0.152%
2/17/2025 Squarepoint Ops LLC21,620$979K0.0%N/A0.032%
2/17/2025 Millennium Management LLC41,204$1.87M0.0%+159.4%0.062%
2/17/2025 Focus Partners Wealth5,987$271K0.0%N/A0.009%
2/17/2025 FWL Investment Management LLC4,518$205K0.1%+418.7%0.007%
2/17/2025 Circle Wealth Management LLC67,881$3.07M0.1%-28.2%0.102%
2/17/2025 Dunhill Financial LLC5,452$247K0.1%+4,443.3%0.008%
2/17/2025 CoreCap Advisors LLC54,467$2.47M0.1%+13.6%0.082%
2/17/2025 Cetera Investment Advisers45,947$2.08M0.0%+26.9%0.069%
2/17/2025 Bulltick Wealth Management LLC114,460$5.18M1.2%+29.5%0.171%
2/17/2025 Chapman Financial Group LLC35,544$1.58M1.3%N/A0.053%
2/17/2025 Baird Financial Group Inc.72,510$3.28M0.0%-19.3%0.109%
2/17/2025 Beaumont Capital Management LLC46,130$2.09M1.6%+7.1%0.069%
2/17/2025 Bank of America Corp DE2,270,040$102.77M0.0%-9.6%3.398%
2/17/2025 BNP Paribas Financial Markets7,272$329K0.0%+43.0%0.011%
2/17/2025 Ameriprise Financial Inc.365,669$16.55M0.0%+85.1%0.547%
2/17/2025 Aptus Capital Advisors LLC1,680$76K0.0%+246.4%0.003%
2/17/2025 Adapt Wealth Advisors LLC139,550$6.32M3.1%-4.6%0.209%
2/14/2025 Mercer Global Advisors Inc. ADV6,920$313K0.0%-31.3%0.010%
2/14/2025 Itau Unibanco Holding S.A.22,000$992K0.0%N/A0.033%
2/14/2025 Jane Street Group LLC2,963,136$134.14M0.0%+294.4%4.436%
2/14/2025 Beacon Pointe Advisors LLC34,662$1.57M0.0%-20.2%0.052%
2/14/2025 Tudor Investment Corp ET AL21,777$986K0.0%-24.3%0.033%
2/14/2025 Prosperity Consulting Group LLC63,800$2.89M0.2%+34.5%0.096%
2/14/2025 New Vernon Capital Holdings II LLC17,366$786K0.5%-95.9%0.026%
2/14/2025 Kovitz Investment Group Partners LLC15,586$706K0.0%+6.2%0.023%
2/14/2025 Integrated Wealth Concepts LLC18,208$824K0.0%-26.3%0.027%
2/14/2025 Hsbc Holdings PLC36,272$1.65M0.0%+3.1%0.054%
2/14/2025 IHT Wealth Management LLC22,077$999K0.0%-12.9%0.033%
2/14/2025 Stifel Financial Corp53,973$2.44M0.0%-9.3%0.081%
2/14/2025 OneDigital Investment Advisors LLC6,040$273K0.0%-67.6%0.009%
2/14/2025 Trajan Wealth LLC249,249$11.28M0.6%+8.7%0.373%
2/14/2025 MML Investors Services LLC108,177$4.90M0.0%+6.7%0.162%
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2/14/2025 Freedom Investment Management Inc.5,400$244K0.0%+5.8%0.008%
2/13/2025 Marshall Wace LLP18,854$854K0.0%+123.5%0.028%
2/13/2025 Zacks Investment Management33,918$1.54M0.0%+1.0%0.051%
2/13/2025 NewEdge Advisors LLC34,905$1.58M0.0%-35.2%0.052%
2/13/2025 Insigneo Advisory Services LLC15,570$705K0.1%+4.7%0.023%
2/13/2025 Belpointe Asset Management LLC40,083$2.00M0.1%-1.5%0.060%
2/13/2025 Hanlon Investment Management Inc.6,686$303K0.1%N/A0.010%
2/13/2025 Mariner LLC20,250$917K0.0%+4.8%0.030%
2/13/2025 Barclays PLC29,605$1.34M0.0%-39.9%0.044%
2/13/2025 Raymond James Financial Inc.528,786$23.94M0.0%N/A0.792%
2/13/2025 Advisory Services Network LLC28,976$1.31M0.0%-45.6%0.043%
2/13/2025 Bank of Nova Scotia15,655$710K0.0%-14.1%0.023%
2/13/2025 Bank of Montreal Can12,944$586K0.0%-98.7%0.019%
2/13/2025 Yahav Achim Ve Achayot Provident Funds Management Co Ltd.33,076$1.50M5.0%-47.1%0.050%
2/13/2025 Envestnet Asset Management Inc.161,304$7.30M0.0%+2.4%0.241%
2/13/2025 Cullen Capital Management LLC287,787$13.03M0.1%+53.9%0.431%
2/13/2025 Wells Fargo & Company MN737,838$33.40M0.0%-9.8%1.105%
2/12/2025 Uniting Wealth Partners LLC38,325$1.74M0.8%N/A0.057%
2/12/2025 OneAscent Financial Services LLC15,219$689K0.1%N/A0.023%
2/12/2025 Huntington National Bank3,620$164K0.0%+223.2%0.005%
2/12/2025 Massachusetts Financial Services Co. MA255,551$11.57M0.0%-2.4%0.383%
2/12/2025 Discovery Capital Management LLC CT125,700$5.69M0.4%-67.8%0.188%
2/12/2025 OLD Mission Capital LLC269,159$12.19M0.2%+129.4%0.403%
2/12/2025 Summit Financial LLC27,061$1.23M0.0%N/A0.041%
2/12/2025 O Shaughnessy Asset Management LLC1,428$65K0.0%N/A0.002%
2/12/2025 CIBC Private Wealth Group LLC494,300$22.25M0.0%+0.1%0.740%
2/12/2025 Portland Global Advisors LLC23,980$1.09M0.1%-3.9%0.036%
2/12/2025 Arrowstreet Capital Limited Partnership8,910$403K0.0%-97.1%0.013%
2/12/2025 Level Four Advisory Services LLC76,848$3.48M0.1%+3.9%0.115%
2/12/2025 Blair William & Co. IL59,936$2.71M0.0%+2.0%0.090%
2/12/2025 Loomis Sayles & Co. L P9,231$418K0.0%+13.5%0.014%
2/12/2025 Sava Infond d.o.o.17,100$774K0.1%N/A0.026%
2/12/2025 JPMorgan Chase & Co.668,509$30.26M0.0%+5.0%1.001%
2/12/2025 Ausdal Financial Partners Inc.12,232$554K0.0%+8.2%0.018%
2/12/2025 Murphy & Mullick Capital Management Corp1,358$61K0.1%N/A0.002%
2/12/2025 PKS Advisory Services LLC27,457$1.24M0.3%N/A0.041%
2/11/2025 LPL Financial LLC1,553,013$70.31M0.0%-18.5%2.325%
2/11/2025 Forefront Wealth Management Inc.54,576$2.47M2.3%N/A0.082%
2/10/2025 Thrivent Financial for Lutherans1,083,392$49.45M0.1%+6.5%1.622%
2/10/2025 William Blair Investment Management LLC21,000$951K0.0%N/A0.031%
2/10/2025 Provident Co of the Employees of the Hebrew University LTD123,446$5.58M6.6%-2.6%0.185%
2/10/2025 Basso Capital Management L.P.17,500$792K0.7%-49.3%0.026%
2/10/2025 Harbour Investments Inc.894$40K0.0%-35.7%0.001%
2/10/2025 Envestnet Portfolio Solutions Inc.10,318$467K0.0%N/A0.015%
2/10/2025 JPL Wealth Management LLC19,060$863K0.2%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC259,034$11.73M0.0%+41.4%0.388%
2/10/2025 Avantax Advisory Services Inc.36,482$1.65M0.0%-14.3%0.055%
2/10/2025 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD978,965$44.28M3.5%+78.4%1.466%
2/10/2025 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD336,162$15.21M3.6%+79.0%0.503%
2/10/2025 Farther Finance Advisors LLC746$34K0.0%N/A0.001%
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2/10/2025 EverSource Wealth Advisors LLC956$43K0.0%N/A0.001%
2/7/2025 Sequoia Financial Advisors LLC5,422$245K0.0%+16.3%0.008%
2/7/2025 PFG Advisors22,117$1.00M0.1%+4.5%0.033%
2/7/2025 Idaho Trust Bank9,509$430K0.2%-7.2%0.014%
2/7/2025 HighTower Advisors LLC70,022$3.17M0.0%+11.0%0.105%
2/7/2025 Moors & Cabot Inc.13,019$589K0.0%-2.4%0.019%
2/7/2025 Cascade Financial Partners LLC21,930$993K0.1%-15.3%0.033%
2/7/2025 Inspire Advisors LLC126,351$5.72M0.7%+4.9%0.189%
2/7/2025 Sage Mountain Advisors LLC3,205$145K0.0%-34.6%0.005%
2/7/2025 PNC Financial Services Group Inc.12,838$581K0.0%-4.3%0.019%
(Data available from 1/1/2016 forward)

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EPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPI shares?

During the previous two years, 313 institutional investors and hedge funds held shares of WisdomTree India Earnings Fund. The most heavily invested institutionals were Meitav Investment House Ltd. ($152.85M), Jane Street Group LLC ($134.14M), Migdal Insurance & Financial Holdings Ltd. ($116.23M), Bank of America Corp DE ($102.77M), Wellington Management Group LLP ($78.29M), LPL Financial LLC ($70.31M), and Harel Insurance Investments & Financial Services Ltd. ($67.95M).Learn more on EPI's institutional investors.

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

Of the 287 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 ($7.03M), Migdal Insurance & Financial Holdings Ltd. ($3.46M), Meitav Investment House Ltd. ($3.30M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), Assetmark Inc. ($1.50M), Jennison Associates LLC ($1.26M), and LPL Financial LLC ($1.07M).

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

Institutional investors have bought a total of 36,845,517 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

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

Of the 130 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: Bank of Montreal Can ($1.01M), Migdal Insurance & Financial Holdings Ltd. ($875K), Assetmark Inc. ($426.45K), New Vernon Capital Holdings II LLC ($408.86K), LPL Financial LLC ($396.69K), Arrowstreet Capital Limited Partnership ($300.85K), and Discovery Capital Management LLC CT ($264.20K).

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

Institutional investors have sold a total of 7,106,585 shares in the last 24 months. This volume of shares sold represents approximately $317.69M in transactions.


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This page (NYSEARCA:EPI) was last updated on 3/27/2025 by MarketBeat.com Staff
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