Wisdomtree India EarningsEPIETF

13F holders, Q1 2024 (March 31)
279holders
4famous investors
$43.57avg. 13F price*

At the end of Q1 2024, 279 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings. The largest holders were Jane Street Group, LLC ($209.7M), Morgan Stanley ($119.5M) and Meitav Investment House Ltd. ($112.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024

InstitutionsTotal Value
New Positions79$333.7M
Exits18$8.0M

Ownership 279 holders

Jane Street Group, LLC 0.27% New 4,813,631 $209.7M
Morgan Stanley 0.01% Add +22.2% 2,742,991 $119.5M
Meitav Investment House Ltd. 2.20% Add +85.8% 2,577,572 $112.3M
Assetmark, Inc. 0.31% Add +46.1% 2,184,918 $95.2M
BlackRock Inc. 0.00% Add +14.9% 1,824,331 $79.5M
Harel Insurance Investments & Financial Services Ltd. 1.32% Add +38900.0% 1,560,000 $68.0M
Wellington Management Group LLP 0.01% Add +13.1% 1,557,528 $67.8M
Driehaus Capital Management LLC 0.67% Reduce -19.3% 1,555,221 $67.7M
Bank of America Corp. 0.01% Add +176.1% 1,261,208 $54.9M
LPL Financial LLC 0.03% Add +57.1% 1,258,905 $54.8M
Thrivent Financial for Lutherans 0.08% Add +37.6% 964,884 $42.0M
Composition Wealth, LLC 1.00% Reduce -9.4% 915,966 $39.9M
Old Mission Capital LLC 0.91% Add +637.1% 858,126 $37.4M
Ocean Park Asset Management, LLC 1.40% Add +68.6% 680,767 $29.7M
UBS Group AG 0.01% Add +15.7% 657,539 $28.6M
Wells Fargo & Company 0.01% Add +47.4% 639,027 $27.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.08% New 548,777 $23.9M
New Vernon Capital Holdings II LLC 11.69% No change 518,885 $22.6M
JPMorgan Chase & Co. 0.00% Add +178.4% 489,594 $21.3M
Money Design Co.,Ltd. 1.00% New 420,485 $18.3M
Millburn Ridgefield LLC 0.49% Add +5.4% 405,247 $17.7M
Catalyst Capital Advisors LLC 0.43% Add +5.4% 405,247 $17.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +233.9% 374,743 $16.3M
Venture Visionary Partners LLC 0.77% Add +147.9% 370,175 $16.1M
Royal Bank of Canada 0.00% Add +20.2% 344,149 $15.0M
Citigroup Inc. 0.02% Add +89.0% 328,882 $14.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +31.9% 315,368 $13.7M
Citadel Advisors 0.01% Add +379.4% 304,910 $13.3M
Ameriprise Financial Inc. 0.00% Reduce -14.5% 291,158 $12.7M
Massachusetts Financial Services Co. 0.00% Add +26.8% 270,167 $11.8M
Trajan Wealth LLC 0.75% — 254,349 $11.1M
Kestra Advisory Services, LLC 0.07% Add +737.4% 246,169 $10.7M
Cullen Capital Management, LLC 0.12% Reduce -0.3% 242,945 $10.6M
Great Valley Advisor Group, Inc. 0.30% New 230,166 $10.0M
Osaic Holdings, Inc. 0.02% Add +25.5% 224,904 $9.8M
Millennium Management 0.01% New 222,303 $9.7M
Black Swift Group, LLC 2.45% Add +2.8% 219,782 $9.6M
Randolph Co Inc 1.15% Reduce -0.1% 214,582 $9.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.13% New 187,750 $8.2M
Whitaker-Myers Wealth Managers, LTD. 3.31% Add +12.4% 180,045 $7.8M
Private Advisor Group, LLC 0.05% Add +119.5% 144,370 $6.3M
Bulltick Wealth Management, LLC 1.27% New 140,035 $6.1M
Envestnet Asset Management Inc. 0.00% Add +97.7% 136,271 $5.9M
Raymond James & Associates 0.00% Add +20.9% 134,668 $5.9M
Carmel Capital Management L.L.C. 2.30% Add +0.2% 128,405 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +412.8% 124,100 $5.4M
Provident Co of the Employees of the Hebrew University LTD 5.66% — 122,539 $5.3M
Susquehanna International Group, LLP 0.01% New 119,538 $5.2M
Adapt Wealth Advisors, LLC 3.70% — 119,277 $5.2M
Equitable Holdings, Inc. 0.05% Add +34.3% 108,211 $4.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +5.0% 107,158 $4.7M
Inspire Advisors, LLC 0.63% Add +83.2% 104,728 $4.6M
Baird Financial Group, Inc. 0.01% Add +40.9% 102,552 $4.5M
HighTower Advisors, LLC 0.01% Reduce -73.6% 95,647 $4.2M
Moneco Advisors, LLC 0.65% Add +0.8% 93,798 $4.1M
MML Investors Services, LLC 0.02% Add +7.1% 92,331 $4.0M
Logan Stone Capital, LLC 0.86% Add +291.2% 91,776 $4.0M
Aveo Capital Partners, LLC 0.43% New 86,912 $4.0M
Theory Financial LLC 1.97% Reduce -8.4% 89,041 $3.9M
Leibman Financial Services, Inc. 2.76% Add +6.3% 82,683 $3.6M
Goldman Sachs Group Inc. 0.00% Add +123.5% 81,887 $3.6M
Fischer Investment Strategies, LLC 3.07% New 80,625 $3.5M
Glen Eagle Advisors, LLC 0.64% Add +8.7% 77,491 $3.4M
Grey Ledge Advisors, LLC 0.88% Add +17.6% 71,641 $3.1M
Park Avenue Securities LLC 0.04% Add +13.8% 69,022 $3.0M
Flow Traders U.S. LLC 0.15% New 66,386 $2.9M
ING Groep NV 0.02% No change 65,400 $2.8M
Cetera Investment Advisers 0.01% Add +46.2% 65,335 $2.8M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4.32% Reduce -49.0% 62,499 $2.7M
Algorithmic Investment Models, LLC 1.95% Add +436.0% 60,891 $2.7M
Meditor Group Ltd 3.89% No change 60,700 $2.6M
Perpetual Ltd 0.03% No change 60,197 $2.6M
Kingsview Wealth Management, LLC 0.06% New 58,168 $2.5M
HSBC Holdings PLC 0.00% Reduce -15.6% 56,281 $2.5M
Ferguson Shapiro LLC 1.12% Reduce -5.4% 56,018 $2.4M
Janney Montgomery Scott LLC 0.01% Add +600.6% 55,190 $2.4M
D. E. Shaw & Co. 0.00% Add +384.1% 55,047 $2.4M
Csenge Advisory Group 0.13% Add +76.5% 54,334 $2.4M
Cohen Klingenstein LLC 0.09% No change 53,600 $2.3M
Qube Research & Technologies Ltd 0.00% Add +598.8% 51,743 $2.3M
Marshall Wace, LLP 0.00% New 51,709 $2.3M
Blair William & Co. 0.01% Add +150.3% 50,347 $2.2M
Amundi 0.00% Reduce -31.4% 49,700 $2.2M
Avid Wealth Partners LLC 1.71% New 48,882 $2.1M
Wealthfront Advisers LLC 0.01% Add +43.5% 47,921 $2.1M
Advisory Services Network, LLC 0.04% Add +107.7% 44,210 $1.9M
SG Americas Securities, LLC 0.01% Add +8.4% 42,122 $1.8M
Finivi Inc. 1.55% New 39,380 $1.7M
CoreCap Advisors, LLC 0.09% New 38,274 $1.7M
Aspire Capital Advisors LLC 0.54% New 36,491 $1.6M
Atria Wealth Solutions, Inc. 0.02% New 35,728 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +113.9% 34,390 $1.5M
Renaissance Technologies 0.00% Reduce -89.9% 33,800 $1.5M
Stifel Financial Corp. 0.00% Add +13.7% 33,411 $1.5M
Basso Capital Management, L.P. 1.34% Add +93.6% 32,625 $1.4M
Fiduciary Alliance LLC 0.24% Add +6.1% 31,114 $1.4M
Zacks Investment Management 0.01% Add +86.2% 30,660 $1.3M
Portland Global Advisors LLC 0.18% No change 30,525 $1.3M
Ascent Group, LLC 0.12% Add +49.1% 30,401 $1.3M
NewEdge Advisors, LLC 0.01% Reduce -20.6% 28,601 $1.2M

"% 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 279 holders