Wisdomtree India EarningsEPIETF

13F holders, Q2 2026 (June 30)
250holders −25
21new positions
45sold out
1famous investor
$42.79avg. 13F price*

At the end of Q2 2026, 250 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 25 from Q1 2026. 21 opened new positions and 45 sold out. The largest holders were Meitav Investment House Ltd. ($145.0M), Clal Insurance Enterprises Holdings Ltd ($128.3M) and Morgan Stanley ($111.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdomtree India Earnings
CUSIP
97717W422
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 279Q1 2024Q2 2024: 307Q2 2024Q3 2024: 329Q3 2024Q4 2024: 332Q4 2024Q1 2025: 298Q1 2025Q2 2025: 295Q2 2025Q3 2025: 270Q3 2025Q4 2025: 292Q4 2025Q1 2026: 275Q1 2026Q2 2026: 250Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$19.1M
Exits45$61.3M

All 13F filers, Q1 2026 → Q2 2026: 1,419,271 shares bought and 4,456,223 shares sold, net −3,036,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 250 holders

Meitav Investment House Ltd. 0.98% Reduce -2.6% 3,390,302 $145.0M
Clal Insurance Enterprises Holdings Ltd 0.58% No change 3,000,000 $128.3M
Morgan Stanley 0.01% Reduce -10.0% 2,594,647 $111.0M
LPL Financial LLC 0.01% Reduce -13.7% 1,183,780 $50.6M
Bank of America Corp. 0.00% Reduce -2.8% 1,020,179 $43.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.73% No change 987,040 $42.2M
JPMorgan Chase & Co. 0.00% Reduce -27.9% 837,066 $35.7M
Composition Wealth, LLC 0.33% Add +11.4% 662,028 $28.3M
Millburn Ridgefield LLC 0.50% Add +5.0% 617,149 $26.4M
Catalyst Capital Advisors LLC 0.44% Add +5.0% 617,149 $26.4M
Ameriprise Financial Inc. 0.00% Add +67.9% 515,232 $22.0M
CIBC Bancorp USA Inc. 0.03% No change 488,142 $20.9M
Old Mission Capital LLC 0.52% Reduce -46.0% 478,623 $20.5M
Wells Fargo & Company 0.00% Add +9.9% 440,755 $18.9M
Venture Visionary Partners LLC 0.51% Add +1.0% 430,870 $18.4M
Trajan Wealth LLC 0.64% Add +6.3% 398,476 $17.0M
Kestra Advisory Services, LLC 0.05% Add +2.8% 394,331 $16.9M
BlackRock, Inc. 0.00% Add +6.7% 359,921 $15.4M
Raymond James Financial Inc. 0.00% Reduce -7.0% 355,159 $15.2M
UBS Group AG 0.00% Add +17.0% 351,503 $15.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.81% No change 342,373 $14.6M
Susquehanna International Group, LLP 0.01% Add +81.0% 335,594 $14.4M
New Vernon Capital Holdings II LLC 7.90% Add +89.0% 334,978 $14.3M
Massachusetts Financial Services Co. 0.00% Reduce -4.7% 283,603 $12.1M
SBI Securities Co., Ltd. 0.26% Reduce -6.8% 269,323 $11.5M
Royal Bank of Canada 0.00% Reduce -2.6% 259,989 $11.1M
GenTrust, LLC 0.40% Add +2.0% 242,315 $10.4M
Randolph Co Inc 0.79% Reduce -0.0% 219,252 $9.4M
Barclays PLC 0.00% Reduce -61.0% 218,975 $9.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.9% 213,103 $9.1M
Laurel Wealth Planning LLC 2.88% Add +0.1% 152,372 $6.5M
Circle Wealth Management, LLC 0.08% Reduce -2.5% 151,599 $6.5M
McAdam, LLC 0.25% New 151,469 $6.5M
Citigroup Inc. 0.00% Reduce -58.6% 147,624 $6.3M
Leibman Financial Services, Inc. 4.10% Add +4.5% 144,201 $6.2M
Private Advisor Group, LLC 0.02% Reduce -42.2% 124,267 $5.3M
MML Investors Services, LLC 0.01% Add +4.4% 118,316 $5.1M
Equitable Holdings, Inc. 0.03% Reduce -8.6% 107,191 $4.6M
Glen Eagle Advisors, LLC 0.52% Reduce -0.5% 97,012 $4.2M
Citadel Advisors 0.00% New 95,596 $4.1M
Cullen Capital Management, LLC 0.04% Reduce -18.2% 93,411 $4.0M
Grey Ledge Advisors, LLC 0.79% Reduce -15.1% 91,559 $3.9M
Envestnet Asset Management Inc. 0.00% Add +2.5% 91,482 $3.9M
Mariner, LLC 0.00% Reduce -54.6% 65,995 $2.8M
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 66,000 $2.8M
Provident Co of the Employees of the Hebrew University LTD 2.15% Reduce -57.8% 65,613 $2.8M
Stifel Financial Corp. 0.00% Reduce -3.8% 63,131 $2.7M
Cetera Investment Advisers 0.00% Add +3.1% 58,856 $2.5M
TriCert Investment Counsel Inc. 0.23% — 58,075 $2.5M
Atria Investments, Inc 0.02% Reduce -16.7% 54,660 $2.3M
Wealthfront Advisers LLC 0.00% Reduce -23.4% 52,881 $2.3M
Zacks Investment Management 0.02% Reduce -3.1% 50,543 $2.2M
Sharper & Granite LLC 0.67% Reduce -1.3% 50,259 $2.2M
&partners 0.01% Add +153.6% 49,640 $2.1M
Blair William & Co. 0.01% Add +2.8% 48,367 $2.1M
Allworth Financial LP 0.01% Reduce -2.4% 47,343 $2.0M
Cresset Asset Management, LLC 0.01% New 46,361 $2.0M
BNP Paribas Financial Markets 0.00% Add +42.8% 44,886 $1.9M
Jones Financial Companies LLLP 0.00% Reduce -9.8% 44,102 $1.9M
Narus Financial Partners, LLC 0.48% Reduce -11.0% 43,958 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -38.7% 42,684 $1.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 42,519 $1.8M
Savant Capital, LLC 0.00% Add +98.7% 39,591 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -59.4% 37,360 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.1% 36,564 $1.6M
Trivium Point Advisory, LLC 0.14% New 35,409 $1.5M
Evelyn Partners Group Ltd 0.02% — 18,862 $1.4M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 0.98% No change 33,076 $1.4M
TD Waterhouse Canada Inc. 0.00% No change 32,235 $1.4M
Cohen Klingenstein LLC 0.04% Reduce -31.9% 32,000 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -84.2% 29,529 $1.3M
Creative Planning 0.00% Reduce -15.1% 27,553 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +47.3% 26,967 $1.2M
Chapman Financial Group, LLC 0.76% Reduce -1.1% 26,623 $1.1M
Strategic Wealth Investment Group, LLC 0.14% Add +4.0% 26,351 $1.1M
Oxinas Partners, LLC 0.44% Add +3.4% 26,288 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.19% Reduce -8.0% 26,182 $1.1M
Lynx Investment Advisory 0.36% New 25,886 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -4.7% 25,857 $1.1M
MAI Capital Management 0.00% Add +0.5% 25,841 $1.1M
William Blair Investment Management, LLC 0.00% Add +21.2% 25,450 $1.1M
Sanctuary Advisors, LLC 0.00% Add +25.7% 24,645 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +3.3% 24,528 $1.0M
Naples Global Advisors, LLC 0.06% No change 24,229 $1.0M
Beacon Pointe Advisors, LLC 0.00% Reduce -11.3% 24,220 $1.0M
Western Wealth Management, LLC 0.03% Add +152.5% 24,141 $1.0M
Clearstead Advisors, LLC 0.01% Reduce -10.6% 24,014 $1.0M
Viewpoint Capital Management LLC 0.52% No change 23,972 $1.0M
Smartleaf Asset Management LLC 0.03% No change 23,977 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% No change 22,000 $941K
Caprock Group, LLC 0.02% Reduce -2.1% 21,376 $914K
IHT Wealth Management, LLC 0.02% Reduce -18.4% 21,342 $913K
Verity Asset Management, Inc. 0.34% Add +1.3% 21,204 $907K
Mercer Global Advisors Inc. 0.00% Add +75.8% 20,438 $874K
Osaic Holdings, Inc. 0.00% Reduce -8.3% 18,794 $804K
EP Wealth Advisors, LLC 0.00% Add +118.9% 18,452 $789K
Afg Fiduciary Services Limited Partnership 0.61% Reduce -9.8% 18,106 $777K
Two Sigma Securities, LLC 0.07% Add +138.2% 17,795 $761K
Stonebridge Financial Group, LLC 0.11% — 17,794 $761K
Park Avenue Securities LLC 0.00% Reduce -66.9% 17,777 $761K

"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.

Show all 250 holders