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 |
| Narus Financial Partners, LLC | 0.66% | Add +19.0% | 33,857 | $1.6M |
| Basso Capital Management, L.P. | 1.46% | Add +2.7% | 33,500 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -22.1% | 32,811 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -16.5% | 29,819 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +278.5% | 29,047 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -55.6% | 28,988 | $1.4M |
| Portland Global Advisors LLC | 0.19% | Reduce -5.7% | 28,775 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -48.0% | 28,255 | $1.4M |
| Zacks Investment Management | 0.02% | Reduce -8.3% | 28,125 | $1.4M |
| Spire Wealth Management | 0.05% | Add +16432.9% | 28,106 | $1.4M |
| Bank of Nova Scotia | 0.00% | Add +31.7% | 26,820 | $1.3M |
| PCG Wealth Advisors, LLC | 0.56% | New | 26,772 | $1.3M |
| Comerica Bank | 0.01% | Add +13.8% | 26,257 | $1.3M |
| Fiduciary Alliance LLC | 0.21% | Reduce -16.6% | 25,932 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Add +614.7% | 25,193 | $1.2M |
| AlphaMark Advisors, LLC | 0.42% | Add +2.3% | 24,995 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.2% | 24,496 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +0.8% | 24,229 | $1.2M |
| Cascade Financial Partners, LLC | 0.15% | Add +21.2% | 23,999 | $1.2M |
| Viewpoint Capital Management LLC | 0.71% | No change | 23,972 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 23,908 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 23,773 | $1.1M |
| Millennium Management | 0.00% | Reduce -89.8% | 22,780 | $1.1M |
| Susquehanna International Group Ltd. | 0.27% | New | 22,524 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -2.3% | 21,983 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -82.3% | 22,000 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -0.0% | 21,659 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -14.1% | 20,714 | $1.0M |
| Creative Planning | 0.00% | Add +17.7% | 20,597 | $994K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.5% | 20,488 | $989K |
| Pachira Investments Inc. | 0.87% | Add +12.1% | 20,410 | $985K |
| Sharper & Granite LLC | 0.47% | Add +8.2% | 20,280 | $979K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.2% | 20,239 | $977K |
| Lowe Wealth Advisors, LLC | 0.43% | Reduce -0.0% | 19,328 | $933K |
| Verity Asset Management, Inc. | 0.36% | Reduce -0.2% | 19,163 | $925K |
| HRT Financial LP | 0.01% | New | 19,092 | $921K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 18,666 | $919K |
| Mariner, LLC | 0.00% | Add +11.6% | 18,743 | $905K |
| Centaurus Financial, Inc. | 0.06% | Add +2.3% | 18,551 | $896K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.4% | 17,583 | $844K |
| BNP Paribas Financial Markets | 0.00% | Add +26.4% | 17,444 | $842K |
| Ascent Group, LLC | 0.07% | Reduce -43.3% | 17,236 | $832K |
| Integrated Wealth Concepts LLC | 0.01% | New | 16,597 | $801K |
| L.M. Kohn & Company | 0.21% | Add +18.1% | 16,334 | $789K |
| TD Waterhouse Canada Inc. | 0.01% | Add +179.0% | 16,055 | $780K |
| Brown Advisory Inc. | 0.00% | No change | 15,284 | $738K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -27.5% | 15,153 | $732K |
| IHT Wealth Management, LLC | 0.03% | Add +54.6% | 15,114 | $730K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -72.9% | 14,963 | $722K |
| Bridge Advisory, LLC | 0.35% | Add +5.1% | 14,613 | $706K |
| Barometer Capital Management Inc. | 0.27% | Reduce -7.0% | 14,500 | $700K |
| Moors & Cabot, Inc. | 0.04% | Reduce -4.4% | 14,018 | $677K |
| James Investment Research, Inc. | 0.08% | Add +52.2% | 13,943 | $673K |
| PFG Advisors | 0.04% | Add +28.0% | 13,763 | $664K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 13,700 | $661K |
| Peak Planning Group, LLC | 0.32% | Add +186.8% | 13,666 | $660K |
| Members Advisory Group LLC | 0.35% | New | 13,375 | $646K |
| Harbour Capital Advisors, LLC | 0.15% | No change | 13,263 | $645K |
| Insigneo Advisory Services, LLC | 0.07% | Add +32.3% | 13,331 | $632K |
| Ascentis Independent Advisors | 0.13% | — | 12,891 | $622K |
| Sowa Financial Group, Inc. | 0.47% | New | 12,750 | $616K |
| Beacon Financial Advisory LLC | 0.23% | New | 12,676 | $612K |
| Harbor Investment Advisory, LLC | 0.06% | Add +2.7% | 12,105 | $584K |
| Patten Group, Inc. | 0.14% | Add +18.7% | 12,045 | $582K |
| Principal Securities, Inc. | 0.02% | Add +0.6% | 11,922 | $576K |
| Valeo Financial Advisors, LLC | 0.02% | Add +8.3% | 11,552 | $558K |
| Independent Financial Group, LLC | 0.02% | New | 11,539 | $557K |
| Marshall Wace, LLP | 0.00% | Reduce -77.8% | 11,461 | $553K |
| Westwind Capital | 0.13% | Add +262.6% | 37,676 | $522K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +8.1% | 10,648 | $514K |
| Idaho Trust Co | 0.25% | New | 10,317 | $498K |
| DGS Capital Management, LLC | 0.14% | Add +86.8% | 10,180 | $491K |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 9,987 | $482K |
| Lodestar Private Asset Management LLC | 0.07% | Add +1.0% | 9,798 | $473K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -2.4% | 9,791 | $473K |
| Peak Financial Management, Inc. | 0.14% | Add +7.9% | 9,518 | $460K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 9,207 | $445K |
| Stevard, LLC | 0.38% | New | 9,194 | $444K |
| Crewe Advisors LLC | 0.05% | No change | 9,150 | $442K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.1% | 9,146 | $442K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 9,102 | $439K |
| DF Dent & Co. Inc. | 0.01% | No change | 9,000 | $435K |
| Sigma Planning Corp | 0.01% | Add +21.6% | 8,940 | $432K |
| Financial Advocates Investment Management | 0.03% | Add +2.0% | 8,588 | $415K |
| Diversified Trust Co. | 0.01% | No change | 8,560 | $413K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 8,330 | $402K |
| Strait & Sound Wealth Management LLC | 0.20% | New | 8,252 | $398K |
| Cosner Financial Group, LLC | 0.28% | Reduce -4.3% | 8,171 | $394K |
| Northern Trust Corp. | 0.00% | No change | 7,900 | $381K |
| FinTrust Capital Advisors, LLC | 0.07% | No change | 7,783 | $376K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 7,782 | $376K |
| Calton & Associates, Inc. | 0.19% | Add +13.1% | 7,744 | $374K |
| Essex Financial Services, Inc. | 0.03% | New | 7,481 | $362K |
| UMB Bank, n.a. | 0.01% | No change | 7,434 | $359K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -23.6% | 7,302 | $353K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +53.3% | 7,230 | $349K |
| Harbour Investment Management LLC | 0.16% | New | 7,185 | $347K |
| Blackston Financial Advisory Group, LLC | 0.19% | New | 7,435 | $339K |
| Pettinga Financial Advisors LLC | 0.08% | No change | 6,950 | $336K |
| Captrust Financial Advisors | 0.00% | New | 6,945 | $335K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,713 | $324K |
| Alterna Wealth Management, Inc. | 0.28% | New | 6,504 | $314K |
| Ignite Planners, LLC | 0.08% | Reduce -28.3% | 6,295 | $311K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -92.6% | 6,405 | $309K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,791 | $307K |
| Eagle Harbor Asset Management Inc. | 0.33% | No change | 6,313 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 6,144 | $297K |
| Gateway Wealth Partners, LLC | 0.09% | New | 6,095 | $294K |
| Global Trust Asset Management, LLC | 0.12% | Add +14.2% | 6,050 | $292K |
| Worth Asset Management, LLC | 0.17% | New | 6,012 | $290K |
| Wedmont Private Capital | 0.02% | Reduce -22.6% | 5,799 | $289K |
| Wolverine Trading, LLC | 0.00% | New | 5,885 | $284K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.0% | 5,808 | $280K |
| Loomis Sayles & Co. L P | 0.00% | Add +91.7% | 5,805 | $280K |
| Focus Partners Wealth | 0.00% | Add +19.2% | 5,477 | $273K |
| OneAscent Financial Services LLC | 0.04% | Add +1.5% | 5,640 | $272K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -60.1% | 5,526 | $267K |
| Lake Street Private Wealth, LLC | 0.03% | New | 5,526 | $267K |
| Apollon Wealth Management, LLC | 0.01% | No change | 5,487 | $265K |
| Cerity Partners LLC | 0.00% | Add +11.6% | 5,441 | $263K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 5,388 | $260K |
| Procyon Advisors, LLC | 0.02% | Add +12.4% | 5,285 | $255K |
| Corient Private Wealth LP | 0.00% | Add +12.9% | 5,238 | $253K |
| EWG Elevate Inc. | 0.09% | Add +2.3% | 5,186 | $250K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -17.8% | 5,160 | $249K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.6% | 5,112 | $247K |
| DHK Financial Advisors, Inc. | 0.17% | New | 5,000 | $241K |
| Carolinas Wealth Consulting LLC | 0.05% | No change | 5,000 | $241K |
| HBW Advisory Services LLC | 0.04% | New | 4,906 | $237K |
| Sage Mountain Advisors LLC | 0.02% | New | 4,900 | $237K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1200.8% | 4,865 | $235K |
| Hamilton Wealth, LLC | 0.06% | New | 4,860 | $235K |
| Western Wealth Management, LLC | 0.02% | New | 4,821 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,661 | $225K |
| Evercore Wealth Management, LLC | 0.00% | New | 4,475 | $216K |
| Flow Traders U.S. LLC | 0.01% | Reduce -93.3% | 4,445 | $215K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 4,386 | $212K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Reduce -13.8% | 4,244 | $205K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -6.1% | 4,165 | $202K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,100 | $198K |
| FMR LLC | 0.00% | Add +133.8% | 3,946 | $191K |
| Jones Financial Companies LLLP | 0.00% | Add +594.7% | 3,675 | $177K |
| Tyler-Stone Wealth Management | 0.07% | Add +46.0% | 3,673 | $177K |
| Atticus Wealth Management, LLC | 0.06% | Add +4.0% | 3,488 | $168K |
| Private Trust Co. NA | 0.02% | Reduce -0.4% | 3,426 | $165K |
| Arvest Investments, Inc. | 0.03% | New | 3,418 | $165K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 3,250 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.2% | 3,238 | $156K |
| Headlands Technologies LLC | 0.02% | Add +1310.0% | 3,229 | $156K |
| Islay Capital Management, LLC | 0.10% | New | 3,000 | $145K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.9% | 2,998 | $145K |
| Bogart Wealth, LLC | 0.01% | Add +298.6% | 2,934 | $142K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,665 | $129K |
| Larson Financial Group LLC | 0.01% | No change | 2,505 | $121K |
| Glenmede Trust Co. NA | 0.00% | New | 2,343 | $113K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,270 | $110K |
| US Bancorp \de | 0.00% | Add +30.1% | 1,861 | $90K |
| Annapolis Financial Services, LLC | 0.03% | New | 1,834 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 1,795 | $87K |
| International Assets Investment Management, LLC | 0.01% | New | 1,630 | $79K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,360 | $66K |
| Balefire, LLC | 0.02% | Add +0.2% | 1,235 | $60K |
| Lanark Financial, Inc. | 0.01% | No change | 1,163 | $56K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,094 | $53K |
| Allworth Financial LP | 0.00% | Reduce -80.9% | 1,078 | $53K |
| Realta Investment Advisors | 0.01% | Add +546.7% | 1,067 | $52K |
| NorthRock Partners, LLC | 0.00% | New | 1,000 | $48K |
| IFP Advisors, Inc | 0.00% | Reduce -32.0% | 989 | $48K |
| Tortoise Investment Management, LLC | 0.01% | No change | 940 | $45K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.0% | 818 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $39K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +14.9% | 773 | $37K |
| Park Place Capital Corp | 0.01% | New | 765 | $37K |
| National Bank of Canada | 0.00% | No change | 755 | $37K |
| Lynx Investment Advisory | 0.03% | — | 700 | $34K |
| Cwm, LLC | 0.00% | Add +46.6% | 648 | $31K |
| Breakwater Investment Management | 0.01% | Reduce -56.7% | 621 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 610 | $29K |
| FWL Investment Management, LLC | 0.01% | Reduce -3.4% | 598 | $29K |
| Avior Wealth Management, LLC | 0.00% | No change | 573 | $28K |
| SRH Advisors, LLC | 0.01% | No change | 565 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 506 | $24K |
| Sunbelt Securities, Inc. | 0.00% | New | 497 | $24K |
| First Horizon Advisors, Inc. | 0.00% | No change | 485 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -62.0% | 485 | $23K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -5.5% | 382 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 340 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 300 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +15.5% | 238 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 212 | $10K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 200 | $10K |
| Caldwell Trust Co | 0.00% | New | 200 | $10K |
| Naples Money Management LLC | 0.01% | New | 190 | $9K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 200 | $9K |
| Raleigh Capital Management Inc. | 0.00% | No change | 153 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 125 | $6K |
| Kelly Lawrence W & Associates Inc. | 0.00% | No change | 120 | $6K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 80 | $4K |
| HM Payson & Co. | 0.00% | New | 70 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 67 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 49 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 25 | $1K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $966 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 3 | $145 |
| Castleview Partners, LLC | 0.00% | No change | 2 | $97 |
| FNY Investment Advisers, LLC | 0.00% | Reduce -99.1% | 16 | $0 |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.