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
Narus Financial Partners, LLC 0.53% Add +473.7% 28,454 $1.2M
Nations Financial Group Inc, /Ia/ 0.10% New 28,072 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -12.0% 27,012 $1.2M
Level Four Advisory Services, LLC 0.06% No change 28,564 $1.2M
Merit Financial Group, LLC 0.03% Add +35.0% 24,554 $1.1M
AlphaMark Advisors, LLC 0.37% Add +0.6% 24,445 $1.1M
Foundations Investment Advisors, LLC 0.03% New 24,106 $1.1M
Naples Global Advisors, LLC 0.11% Add +4.8% 24,029 $1.0M
Viewpoint Capital Management LLC 0.66% No change 23,972 $1.0M
GenTrust, LLC 0.06% Reduce -6.9% 23,971 $1.0M
Onyx Bridge Wealth Group LLC 0.18% New 22,501 $1.0M
Comerica Bank 0.00% Add +5.6% 23,063 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +45.2% 22,682 $988K
Rockefeller Capital Management L.P. 0.00% Add +51.0% 22,622 $985K
Savant Capital, LLC 0.01% Reduce -1.6% 21,664 $944K
Bank of Montreal 0.00% Add +47.8% 21,292 $928K
Balyasny Asset Management L.P. 0.00% New 20,907 $911K
OneDigital Investment Advisors LLC 0.01% Add +263.9% 20,807 $906K
Kestra Private Wealth Services, LLC 0.02% Reduce -1.9% 20,493 $893K
Bank of Nova Scotia 0.00% New 20,370 $879K
Cascade Financial Partners, LLC 0.13% — 19,799 $872K
Lowe Wealth Advisors, LLC 0.39% Add +2.5% 19,330 $842K
Verity Asset Management, Inc. 0.47% Add +0.8% 19,199 $836K
Sharper & Granite LLC 0.40% Reduce -4.4% 18,748 $834K
CIBC Private Wealth Group LLC 0.00% Reduce -15.9% 18,558 $811K
Commerce Bank 0.01% Add +40.8% 18,300 $797K
Pachira Investments Inc. 0.65% Add +258.9% 18,203 $793K
Centaurus Financial, Inc. 0.06% Reduce -62.1% 18,142 $790K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -19.6% 17,835 $768K
Creative Planning 0.00% Add +118.7% 17,497 $762K
Point72 Europe (London) LLP 0.07% New 17,200 $749K
Mariner, LLC 0.00% Add +111.7% 16,790 $731K
Barometer Capital Management Inc. 0.18% Reduce -0.6% 15,600 $704K
Brown Advisory Inc. 0.00% No change 15,284 $666K
Moors & Cabot, Inc. 0.03% Add +8.3% 14,668 $639K
Eldridge Investment Advisors, Inc. 0.16% Reduce -25.3% 14,000 $610K
Bridge Advisory, LLC 0.30% New 13,907 $606K
L.M. Kohn & Company 0.17% Add +27.7% 13,834 $603K
BNP Paribas Financial Markets 0.00% Add +24.7% 13,796 $601K
Steward Partners Investment Solutions, LLC 0.10% New 13,766 $600K
Silvercrest Asset Management Group LLC 0.00% No change 13,700 $597K
Relative Value Partners Group, LLC 0.04% No change 13,840 $591K
Crown Wealth Group, LLC 0.30% New 13,383 $583K
Harbour Capital Advisors, LLC 0.14% No change 13,263 $582K
Principal Securities, Inc. 0.02% Add +1411.0% 11,846 $516K
Harbor Investment Advisory, LLC 0.05% Add +9.3% 11,785 $513K
Sender Co & Partners, Inc. 0.84% Add +31.0% 11,210 $488K
Belpointe Asset Management LLC 0.04% Add +12.2% 11,125 $485K
Valeo Financial Advisors, LLC 0.02% Add +90.0% 10,669 $477K
PFG Advisors 0.03% New 10,750 $468K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,585 $461K
Westwind Capital 0.11% Add +2.0% 10,391 $453K
Twin Tree Management, LP 0.01% New 10,387 $452K
Patten Group, Inc. 0.11% Add +26.7% 10,144 $442K
Insigneo Advisory Services, LLC 0.05% New 10,079 $439K
Cibc World Market Inc. 0.00% Reduce -58.2% 10,083 $439K
Personal Cfo Solutions, LLC 0.07% Add +44.1% 10,032 $437K
Per Stirling Capital Management, LLC. 0.07% Reduce -50.5% 9,854 $429K
IHT Wealth Management, LLC 0.02% Reduce -14.9% 9,774 $426K
Lodestar Private Asset Management LLC 0.06% New 9,703 $423K
Beaumont Financial Advisors, LLC 0.03% New 9,551 $416K
Two Sigma Securities, LLC 0.02% New 9,466 $412K
GHP Investment Advisors, Inc. 0.02% No change 9,207 $401K
James Investment Research, Inc. 0.05% Add +13.0% 9,162 $399K
Crewe Advisors LLC 0.05% New 9,150 $399K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 9,102 $396K
DF Dent & Co. Inc. 0.00% No change 9,000 $392K
Stratos Wealth Partners, LTD. 0.01% New 8,958 $390K
Peak Financial Management, Inc. 0.12% Add +74.4% 8,818 $384K
Ignite Planners, LLC 0.11% Add +27.5% 8,775 $383K
Diversified Trust Co. 0.01% No change 8,560 $373K
Cosner Financial Group, LLC 0.27% Add +0.2% 8,536 $372K
VestGen Investment Management 0.11% New 8,425 $367K
Financial Advocates Investment Management 0.02% Add +43.3% 8,422 $367K
Keeley-Teton Advisors, LLC 0.04% No change 8,212 $358K
Avantax Advisory Services, Inc. 0.00% New 8,107 $353K
Northern Trust Corp. 0.00% No change 7,900 $344K
FinTrust Capital Advisors, LLC 0.07% No change 7,783 $339K
Kohmann Bosshard Financial Services, LLC 0.05% No change 7,782 $339K
Wedmont Private Capital 0.02% New 7,492 $336K
Gladstone Institutional Advisory LLC 0.02% New 7,675 $334K
UMB Bank, n.a. 0.01% Add +46.0% 7,434 $324K
Sigma Planning Corp 0.01% New 7,352 $320K
Avaii Wealth Management, LLC 0.19% New 7,280 $317K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -84.4% 6,962 $303K
Pettinga Financial Advisors LLC 0.08% Reduce -0.7% 6,950 $303K
Squarepoint Ops LLC 0.00% New 6,928 $302K
Calton & Associates, Inc. 0.15% New 6,845 $298K
Eagle Harbor Asset Management Inc. 0.29% No change 6,313 $275K
Freedom Investment Management, Inc. 0.02% New 6,279 $274K
Wedbush Securities Inc. 0.01% New 6,103 $266K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.6% 5,994 $261K
TD Waterhouse Canada Inc. 0.00% No change 5,755 $257K
Axxcess Wealth Management, LLC 0.01% New 5,809 $253K
GTS Securities LLC 0.01% New 5,750 $250K
Pathstone Holdings, LLC 0.00% New 5,716 $249K
Allworth Financial LP 0.00% Reduce -48.7% 5,634 $245K
OneAscent Financial Services LLC 0.03% New 5,555 $242K
Edgestream Partners, L.P. 0.01% New 5,490 $239K
Apollon Wealth Management, LLC 0.01% Add +2.5% 5,487 $239K
DGS Capital Management, LLC 0.07% New 5,450 $237K
Baldwin Wealth Partners LLC 0.02% No change 5,388 $235K
Global Trust Asset Management, LLC 0.09% Add +5200.0% 5,300 $231K
EWG Elevate Inc. 0.08% New 5,072 $221K
Carolinas Wealth Consulting LLC 0.04% No change 5,000 $218K
Lombard Odier Asset Management (USA) Corp 0.03% New 5,000 $218K
Rainey & Randall Wealth Advisors Inc. 0.05% New 4,922 $214K
Cerity Partners LLC 0.00% New 4,876 $212K
Focus Partners Wealth 0.00% New 4,595 $208K
Peak Planning Group, LLC 0.13% New 4,765 $208K
Ausdal Financial Partners, Inc. 0.02% New 4,715 $205K
Procyon Advisors, LLC 0.02% New 4,700 $205K
Sequoia Financial Advisors, LLC 0.00% New 4,661 $203K
Corient Private Wealth LP 0.00% New 4,638 $202K
Simplex Trading, LLC 0.01% Reduce -53.0% 4,589 $199K
Rosenberg Matthew Hamilton 0.06% Reduce -4.2% 4,435 $194K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,100 $179K
Steward Partners Investment Advisory, LLC 0.00% Add +524.8% 3,730 $162K
Global Retirement Partners, LLC 0.01% Add +49.5% 3,525 $154K
Private Trust Co. NA 0.02% Add +42.3% 3,439 $150K
Atticus Wealth Management, LLC 0.05% Add +29.6% 3,355 $146K
Ramirez Asset Management, Inc. 0.03% New 3,250 $142K
Loomis Sayles & Co. L P 0.00% New 3,029 $132K
Hanson & Doremus Investment Management 0.02% No change 2,665 $116K
PNC Financial Services Group, Inc. 0.00% No change 2,609 $114K
Tyler-Stone Wealth Management 0.05% Add +26.8% 2,515 $110K
Larson Financial Group LLC 0.01% Reduce -54.2% 2,505 $109K
Barclays PLC 0.00% Add +2891.6% 2,483 $108K
Edmond DE Rothschild Holding S.A. 0.00% New 2,445 $107K
Lindbrook Capital, LLC 0.01% No change 2,270 $99K
CENTRAL TRUST Co 0.00% New 1,795 $78K
FNY Investment Advisers, LLC 0.05% Add +23.9% 1,790 $77K
FMR LLC 0.00% Reduce -2.6% 1,688 $74K
IFP Advisors, Inc 0.00% Add +45.4% 1,454 $63K
Breakwater Investment Management 0.03% — 1,434 $62K
US Bancorp \de 0.00% No change 1,431 $62K
Cutler Group LLC / CA 0.03% Reduce -36.4% 1,400 $60K
Creative Financial Designs Inc. 0.01% No change 1,360 $59K
Aptus Capital Advisors, LLC 0.00% Reduce -8.7% 1,278 $56K
Balefire, LLC 0.02% Add +8707.1% 1,233 $54K
Lanark Financial, Inc. 0.00% Reduce -7.9% 1,163 $51K
Parallel Advisors, LLC 0.00% Reduce -39.1% 1,168 $51K
Geneos Wealth Management Inc. 0.00% Add +10.1% 1,094 $48K
Tortoise Investment Management, LLC 0.01% No change 940 $41K
Rothschild Investment LLC 0.00% New 800 $35K
National Bank of Canada 0.00% Add +36.0% 755 $33K
Bogart Wealth, LLC 0.00% New 736 $32K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 673 $29K
FWL Investment Management, LLC 0.01% Add +103.6% 619 $27K
Avior Wealth Management, LLC 0.00% New 573 $25K
SRH Advisors, LLC 0.01% No change 565 $25K
Jones Financial Companies LLLP 0.00% New 529 $23K
First Horizon Advisors, Inc. 0.00% No change 485 $21K
AlphaCore Capital LLC 0.01% Reduce -41.9% 465 $20K
Cwm, LLC 0.00% Reduce -42.8% 442 $19K
Hexagon Capital Partners LLC 0.00% Reduce -1.0% 404 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -45.2% 374 $16K
Hollencrest Capital Management 0.00% No change 300 $13K
Colonial Trust Advisors 0.00% New 256 $11K
Headlands Technologies LLC 0.00% Reduce -87.2% 229 $10K
Washington Trust Advisors, Inc. 0.00% New 212 $9K
Harbour Investments, Inc. 0.00% Add +1960.0% 206 $9K
Wetzel Investment Advisors, Inc. 0.01% No change 200 $9K
Investment Research & Advisory Group, Inc. 0.00% New 200 $9K
Spire Wealth Management 0.00% No change 170 $7K
Realta Investment Advisors 0.00% New 165 $7K
Penserra Capital Management LLC 0.00% Reduce -2.2% 180 $7K
Raleigh Capital Management Inc. 0.00% No change 153 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $7K
Concord Wealth Partners 0.00% New 140 $6K
PSI Advisors, LLC 0.00% No change 125 $5K
Kelly Lawrence W & Associates Inc. 0.00% Reduce -45.5% 120 $5K
Retirement Group, LLC 0.00% No change 101 $4K
HighMark Wealth Management LLC 0.00% No change 67 $3K
Abound Wealth Management 0.00% New 56 $2K
Sittner & Nelson, LLC 0.00% New 54 $2K
Wiser Advisor Group LLC 0.00% New 25 $1K
Biltmore Family Office, LLC 0.00% No change 20 $871
Castleview Partners, LLC 0.00% New 2 $87

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