Wisdomtree India EarningsEPIETF
13F holders, Q2 2024 (June 30)307holders +28
57new positions
30sold out
3famous investors
$48.25avg. 13F price*
At the end of Q2 2024, 307 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, up 28 from Q1 2024. 57 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($168.9M), Meitav Investment House Ltd. ($136.5M) and Bank of America Corp. ($102.1M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wisdomtree India Earnings
- CUSIP
- 97717W422
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $187.5M |
| Exits | 30 | $92.5M |
All 13F filers, Q1 2024 → Q2 2024: 9,780,161 shares bought and 8,787,969 shares sold, net +992,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Morgan Stanley | 0.01% | Add +27.6% | 3,498,827 | $168.9M |
| Meitav Investment House Ltd. | 2.43% | Add +9.7% | 2,827,819 | $136.5M |
| Bank of America Corp. | 0.01% | Add +67.6% | 2,114,274 | $102.1M |
| BlackRock Inc. | 0.00% | Add +9.8% | 2,003,983 | $96.8M |
| Harel Insurance Investments & Financial Services Ltd. | 1.42% | No change | 1,560,000 | $75.3M |
| Wellington Management Group LLP | 0.01% | No change | 1,557,528 | $75.2M |
| Driehaus Capital Management LLC | 0.73% | No change | 1,555,221 | $75.1M |
| LPL Financial LLC | 0.04% | Add +23.1% | 1,549,503 | $74.8M |
| Migdal Insurance & Financial Holdings Ltd. | 1.18% | New | 1,462,149 | $70.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.61% | New | 1,200,000 | $57.9M |
| Assetmark, Inc. | 0.18% | Reduce -45.2% | 1,197,990 | $57.8M |
| Composition Wealth, LLC | 1.11% | Add +3.3% | 946,028 | $45.7M |
| Bank of Montreal | 0.01% | Add +4336.8% | 944,687 | $45.7M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -12.4% | 845,653 | $40.8M |
| UBS Group AG | 0.01% | Add +19.9% | 788,333 | $38.1M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 691,552 | $33.4M |
| Ocean Park Asset Management, LLC | 1.56% | No change | 680,767 | $32.9M |
| Jane Street Group, LLC | 0.03% | Reduce -86.5% | 650,504 | $31.4M |
| JPMorgan Chase & Co. | 0.00% | Add +24.5% | 609,722 | $29.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.39% | No change | 548,777 | $26.5M |
| Venture Visionary Partners LLC | 1.05% | Add +25.6% | 464,824 | $22.4M |
| Twin Tree Management, LP | 0.63% | Add +4176.8% | 444,230 | $21.4M |
| New Vernon Capital Holdings II LLC | 11.10% | Reduce -17.9% | 426,229 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +23.3% | 388,842 | $18.8M |
| Millburn Ridgefield LLC | 0.49% | Reduce -5.2% | 384,368 | $18.6M |
| Catalyst Capital Advisors LLC | 0.43% | Reduce -5.2% | 384,368 | $18.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +47.1% | 362,235 | $17.5M |
| Raymond James & Associates | 0.01% | Add +143.7% | 328,152 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 310,790 | $15.0M |
| Discovery Capital Management, LLC / CT | 2.04% | New | 309,300 | $14.9M |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 296,987 | $14.3M |
| Citigroup Inc. | 0.01% | Reduce -10.5% | 294,230 | $14.2M |
| Trajan Wealth LLC | 0.76% | Reduce -3.3% | 246,021 | $11.9M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +6.4% | 244,828 | $11.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -11.9% | 237,889 | $11.5M |
| Black Swift Group, LLC | 2.50% | Add +1.9% | 224,047 | $10.8M |
| Whitaker-Myers Wealth Managers, LTD. | 3.95% | Add +23.2% | 221,762 | $10.7M |
| Randolph Co Inc | 1.27% | Add +0.1% | 214,738 | $10.4M |
| Private Advisor Group, LLC | 0.07% | Add +45.5% | 210,038 | $10.1M |
| Cullen Capital Management, LLC | 0.12% | Reduce -14.2% | 208,436 | $10.1M |
| Bulltick Wealth Management, LLC | 2.55% | Add +34.8% | 188,785 | $9.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.47% | No change | 187,750 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +622.2% | 163,813 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 154,477 | $7.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -62.1% | 141,823 | $6.8M |
| Equitable Holdings, Inc. | 0.07% | Add +22.3% | 132,338 | $6.4M |
| Adapt Wealth Advisors, LLC | 3.91% | Add +8.4% | 129,359 | $6.2M |
| Carmel Capital Management L.L.C. | 2.42% | No change | 128,405 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +17.6% | 126,045 | $6.1M |
| Provident Co of the Employees of the Hebrew University LTD | 7.06% | Add +0.2% | 122,786 | $5.9M |
| Robertson Stephens Wealth Management, LLC | 0.31% | New | 120,744 | $5.8M |
| Inspire Advisors, LLC | 0.77% | Add +15.2% | 120,627 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +11.2% | 113,994 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -50.0% | 112,555 | $5.4M |
| Redhawk Wealth Advisors, Inc. | 0.80% | Add +1463.0% | 108,819 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +9.6% | 101,203 | $4.9M |
| Schroder Investment Management Group | 0.01% | New | 100,000 | $4.8M |
| Barclays PLC | 0.00% | Add +3830.8% | 97,601 | $4.7M |
| Renaissance Technologies | 0.01% | Add +188.5% | 97,500 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 96,177 | $4.6M |
| Moneco Advisors, LLC | 0.66% | Reduce -1.5% | 92,431 | $4.5M |
| GenTrust, LLC | 0.24% | Add +274.9% | 89,871 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1004.6% | 89,553 | $4.3M |
| Circle Wealth Management, LLC | 0.10% | New | 89,460 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.9% | 87,560 | $4.2M |
| Truist Financial Corp. | 0.01% | New | 84,748 | $4.1M |
| Leibman Financial Services, Inc. | 3.02% | Add +2.0% | 84,316 | $4.1M |
| Glen Eagle Advisors, LLC | 0.74% | Add +8.1% | 83,751 | $4.0M |
| Fischer Investment Strategies, LLC | 3.90% | Add +2.8% | 82,843 | $4.0M |
| Strategic Wealth Investment Group, LLC | 0.46% | — | 75,000 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +8.0% | 74,520 | $3.6M |
| Grey Ledge Advisors, LLC | 0.96% | Add +1.7% | 72,863 | $3.5M |
| Theory Financial LLC | 1.63% | Reduce -19.6% | 71,619 | $3.5M |
| Ferguson Shapiro LLC | 1.34% | Add +26.3% | 70,742 | $3.4M |
| Level Four Advisory Services, LLC | 0.15% | Add +140.1% | 68,573 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +96.0% | 67,391 | $3.3M |
| ING Groep NV | 0.02% | No change | 65,400 | $3.2M |
| Summit Trail Advisors, LLC | 0.08% | New | 64,177 | $3.1M |
| Avid Wealth Partners LLC | 2.35% | Add +28.4% | 62,761 | $3.0M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 5.56% | No change | 62,499 | $3.0M |
| Meditor Group Ltd | 5.42% | No change | 60,700 | $2.9M |
| Perpetual Ltd | 0.03% | No change | 60,197 | $2.9M |
| Crown Wealth Group, LLC | 1.44% | Add +345.9% | 59,668 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +20.2% | 57,587 | $2.8M |
| Blair William & Co. | 0.01% | Add +12.0% | 56,394 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +64.8% | 55,057 | $2.7M |
| Trivium Point Advisory, LLC | 0.39% | New | 54,735 | $2.6M |
| Cohen Klingenstein LLC | 0.09% | No change | 53,600 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Add +20.5% | 53,283 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +78.9% | 51,159 | $2.5M |
| Aspire Capital Advisors LLC | 0.80% | Add +38.3% | 50,479 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -12.0% | 49,522 | $2.4M |
| Lifestyle Asset Management, Inc. | 1.26% | New | 45,532 | $2.2M |
| GTS Securities LLC | 0.04% | Add +677.1% | 44,682 | $2.2M |
| Algorithmic Investment Models, LLC | 1.62% | Reduce -29.6% | 42,887 | $2.1M |
| Venturi Wealth Management, LLC | 0.12% | New | 42,584 | $2.1M |
| CoreCap Advisors, LLC | 0.21% | Add +7.7% | 41,202 | $2.0M |
| Belpointe Asset Management LLC | 0.14% | Add +267.1% | 40,835 | $2.0M |
| Finivi Inc. | 1.63% | Add +3.3% | 40,696 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +27.9% | 34,537 | $1.7M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.