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WisdomTree India Earnings Fund (EPI) Institutional Ownership

WisdomTree India Earnings Fund logo
$44.76 +0.01 (+0.02%)
Closing price 08/1/2025 04:10 PM Eastern
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$44.78 +0.02 (+0.03%)
As of 08/1/2025 06:50 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)
238
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$400.68M
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EPI Institutional Buying and Selling by Quarter

WisdomTree India Earnings Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Jennison Associates LLC59,079$2.80M0.0%-87.8%0.083%
8/1/2025 Ferguson Shapiro LLC60,256$2.86M1.0%+0.5%0.084%
8/1/2025 Capital Investment Counsel LLC195,374$9.27M1.4%+769.2%0.273%
8/1/2025 GWN Securities Inc.5,596$266K0.0%N/A0.008%
8/1/2025 Y Intercept Hong Kong Ltd16,256$772K0.0%N/A0.023%
8/1/2025 Envestnet Asset Management Inc.92,767$4.40M0.0%+64.5%0.130%
7/31/2025 Wealthfront Advisers LLC50,267$2.39M0.0%-5.9%0.070%
7/31/2025 Catalyst Capital Advisors LLC433,341$20.57M0.4%-11.4%0.605%
7/31/2025 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD342,373$16.26M3.6%+1.8%0.478%
7/31/2025 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD987,040$46.88M3.4%+0.8%1.379%
7/31/2025 GenTrust LLC476,510$22.62M1.1%+61.1%0.666%
7/31/2025 Sharper & Granite LLC24,250$1.15M0.4%+31.6%0.034%
7/31/2025 Money Design Co. Ltd.753,862$35.79M1.7%+7.4%1.053%
7/30/2025 Insight Advisors LLC PA43,463$2.06M0.3%+126.8%0.061%
7/30/2025 Greenup Street Wealth Management LLC136,256$6.47M1.1%+0.8%0.190%
7/29/2025 Sowa Financial Group Inc.14,442$686K0.4%-75.5%0.020%
7/29/2025 Members Advisory Group LLC139,201$6.61M2.5%+1.1%0.194%
7/29/2025 Chicago Partners Investment Group LLC4,875$227K0.0%N/A0.007%
7/29/2025 Millburn Ridgefield LLC DE 433,341$20.57M0.5%-11.4%0.605%
7/29/2025 Arista Wealth Management LLC4,500$214K0.0%N/A0.006%
7/29/2025 Stratos Wealth Partners LTD.199,696$9.48M0.1%-3.8%0.279%
7/29/2025 Private Trust Co. NA4,915$233K0.0%+7.7%0.007%
7/29/2025 Stratos Investment Management LLC55,960$2.66M0.1%+43.6%0.078%
7/28/2025 Harbour Investments Inc.3,909$186K0.0%+10.4%0.005%
7/28/2025 RFG Advisory LLC4,853$230K0.0%N/A0.007%
7/25/2025 RoundAngle Advisors LLC38,553$1.83M1.5%+3.5%0.054%
7/25/2025 Concurrent Investment Advisors LLC24,206$1.15M0.0%N/A0.034%
7/25/2025 Apollon Wealth Management LLC26,884$1.28M0.0%+482.2%0.038%
7/24/2025 Robertson Stephens Wealth Management LLC21,065$1M0.0%+5.0%0.029%
7/24/2025 IFP Advisors Inc10,139$481K0.0%+46.2%0.014%
7/24/2025 Blair William & Co. IL59,490$2.82M0.0%+7.0%0.083%
7/23/2025 Kingswood Wealth Advisors LLC11,023$523K0.0%-3.5%0.015%
7/23/2025 Meitav Investment House Ltd.3,367,899$159.92M2.4%+1.4%4.704%
7/23/2025 Defined Financial Planning LLC40,896$1.91M1.7%+16.2%0.057%
7/22/2025 Belpointe Asset Management LLC4,581$217K0.0%-87.6%0.006%
7/22/2025 Beacon Financial Advisory LLC25,173$1.20M0.3%+12.1%0.035%
7/22/2025 Wealthcare Advisory Partners LLC5,121$243K0.0%N/A0.007%
7/22/2025 MGO Private Wealth LLC7,870$374K0.2%N/A0.011%
7/21/2025 Washington Growth Strategies LLC14,882$706K0.5%+33,722.7%0.021%
7/21/2025 Patriot Financial Group Insurance Agency LLC51,882$2.46M0.3%-4.4%0.072%
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7/17/2025 Trivium Point Advisory LLC40,177$1.91M0.2%-1.4%0.056%
7/17/2025 Janney Montgomery Scott LLC12,652$601K0.0%-6.8%0.018%
7/17/2025 Venture Visionary Partners LLC443,534$21.06M0.8%+0.9%0.619%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,158$482K0.1%N/A0.014%
7/17/2025 Forefront Wealth Management Inc.55,423$2.63M2.1%+2.0%0.077%
7/17/2025 Global Trust Asset Management LLC2,725$129K0.1%+81.7%0.004%
7/16/2025 ORG Partners LLC1,181$56K0.0%+127.1%0.002%
7/16/2025 Randolph Co Inc215,904$10.25M1.1%+1.7%0.302%
7/16/2025 Crown Wealth Group LLC65,987$3.13M1.2%+92.3%0.092%
7/16/2025 Perigon Wealth Management LLC15,527$737K0.0%+1.4%0.022%
7/15/2025 Oxinas Partners Wealth Management LLC19,015$903K0.5%+1.3%0.027%
7/14/2025 Sweeney & Michel LLC19,103$893K0.3%+10.7%0.027%
7/14/2025 Narus Financial Partners LLC47,487$2.25M0.7%+9.7%0.066%
7/14/2025 Park Avenue Securities LLC98,697$4.69M0.0%+7.8%0.138%
7/11/2025 AFG Fiduciary Services Limited Partnership19,338$921K0.2%+26.6%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC22,088$1.05M0.0%-6.6%0.031%
7/9/2025 Dynamic Advisor Solutions LLC67,404$3.20M0.1%+885.9%0.094%
7/9/2025 Channel Wealth LLC67,970$3.23M0.9%+4.3%0.095%
7/9/2025 Procyon Advisors LLC6,462$307K0.0%+14.3%0.009%
7/9/2025 Leibman Financial Services Inc.126,595$6.01M4.6%+1.0%0.177%
7/9/2025 Lifestyle Asset Management Inc.17,646$838K0.4%-3.4%0.025%
7/8/2025 Lowe Wealth Advisors LLC23,092$1.10M0.4%+10.4%0.032%
7/7/2025 Whitaker Myers Wealth Managers LTD.296,285$14.07M3.5%+2.3%0.414%
6/27/2025Goldman Sachs Group Inc.75,404$3.30M0.0%-52.3%0.105%
5/20/2025 Belpointe Asset Management LLC36,832$1.61M0.1%-8.1%0.053%
5/16/2025Goldman Sachs Group Inc.75,404$3.30M0.0%-52.3%0.112%
5/16/2025Jones Financial Companies Lllp13,491$595K0.0%+13.6%0.020%
5/16/2025New Vernon Capital Holdings II LLC22,267,142$973.30M4.4%+128,122.6%33.037%
5/16/2025NewEdge Advisors LLC18,212$796K0.0%-47.8%0.027%
5/15/2025 Capital Investment Counsel LLC22,478$983K0.2%+3.5%0.033%
5/15/2025Flputnam Investment Management Co.994,462$43.47M0.8%+3.6%1.475%
5/15/2025Royal Bank of Canada317,887$13.89M0.0%+35.2%0.472%
5/15/2025Calton & Associates Inc.24,901$1.09M0.2%+219.8%0.037%
5/15/2025Baird Financial Group Inc.8,821$386K0.0%-87.8%0.013%
5/15/2025OLD Mission Capital LLC249,524$10.91M0.1%-7.3%0.370%
5/15/2025Driehaus Capital Management LLC752,491$32.89M0.3%N/A1.116%
5/14/2025PKS Advisory Services LLC28,390$1.24M0.4%+3.4%0.042%
5/14/2025Comerica Bank13,181$576K0.0%-43.2%0.020%
5/14/2025Smartleaf Asset Management LLC20,230$880K0.1%N/A0.030%
5/14/2025Northwestern Mutual Wealth Management Co.454,024$19.85M0.0%-30.0%0.674%
5/14/2025Kestra Advisory Services LLC308,130$13.47M0.1%+0.6%0.457%
5/14/2025Circle Wealth Management LLC69,539$3.04M0.1%+2.4%0.103%
5/14/2025Compound Planning Inc.11,087$485K0.0%+52.9%0.016%
5/14/2025Summit Financial LLC149,731$6.55M0.2%+453.3%0.222%
5/14/2025Flow Traders U.S. LLC132,373$5.79M0.2%+534.3%0.196%
5/14/2025Level Four Advisory Services LLC81,176$3.55M0.1%+5.6%0.120%
5/14/2025 Venture Visionary Partners LLC439,634$19.22M0.8%-12.5%0.652%
5/14/2025Wellington Management Group LLP1,458,378$63.75M0.0%-6.0%2.164%
5/13/2025Cascade Financial Partners LLC17,750$776K0.1%-19.1%0.026%
5/13/2025Tyler Stone Wealth Management6,729$294K0.1%+17.0%0.010%
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5/13/2025Raymond James Financial Inc.442,693$19.35M0.0%-16.3%0.657%
5/13/2025Cresset Asset Management LLC6,658$291K0.0%N/A0.010%
5/13/2025 Trivium Point Advisory LLC40,753$1.78M0.2%-45.1%0.060%
5/13/2025Russell Investments Group Ltd.1,319$58K0.0%N/A0.002%
5/13/2025Clal Insurance Enterprises Holdings Ltd3,000,000$131.13M1.4%+150.0%4.451%
5/13/2025Bulltick Wealth Management LLC160,345$7.01M1.9%+40.1%0.238%
5/13/2025HighTower Advisors LLC8,262$361K0.0%-88.2%0.012%
5/13/2025Trajan Wealth LLC263,811$11.53M0.6%+5.8%0.391%
5/12/2025Kohmann Bosshard Financial Services LLC5,798$253K0.0%-14.7%0.009%
5/12/2025Meridian Wealth Management LLC12,835$561K0.0%N/A0.019%
(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, 339 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), Meitav Investment House Ltd. ($159.92M), Jane Street Group LLC ($134.14M), Clal Insurance Enterprises Holdings Ltd ($131.13M), Migdal Insurance & Financial Holdings Ltd. ($111.95M), Bank of America Corp DE ($102.77M), and Harel Insurance Investments & Financial Services Ltd. ($67.95M).Learn more on WisdomTree India Earnings Fund's institutional investors.

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

Of the 315 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 ($22.27M), Jane Street Group LLC ($7.03M), Migdal Insurance & Financial Holdings Ltd. ($3.45M), Meitav Investment House Ltd. ($3.18M), Clal Insurance Enterprises Holdings Ltd ($1.80M), Harel Insurance Investments & Financial Services Ltd. ($1.56M), and Assetmark Inc. ($1.50M).

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

Institutional investors have bought a total of 42,498,544 shares in the last 24 months. This purchase volume represents approximately $1.91B in transactions.

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

Of the 137 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: Jennison Associates LLC ($1.20M), Assetmark Inc. ($1.19M), Bank of Montreal Can ($1.01M), Migdal Insurance & Financial Holdings Ltd. ($881.43K), New Vernon Capital Holdings II LLC ($408.86K), LPL Financial LLC ($372.13K), and Arrowstreet Capital Limited Partnership ($300.85K).

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

Institutional investors have sold a total of 8,749,822 shares in the last 24 months. This volume of shares sold represents approximately $400.68M in transactions.



This page (NYSEARCA:EPI) was last updated on 8/4/2025 by MarketBeat.com Staff
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