Wisdomtree India EarningsEPIETF
13F holders, Q3 2024 (September 30)329holders +22
40new positions
19sold out
4famous investors
$50.52avg. 13F price*
At the end of Q3 2024, 329 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, up 22 from Q2 2024. 40 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($194.6M), Meitav Investment House Ltd. ($142.9M) and Bank of America Corp. ($126.7M). 4 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 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $201.5M |
| Exits | 19 | $6.7M |
All 13F filers, Q2 2024 → Q3 2024: 8,770,002 shares bought and 2,408,310 shares sold, net +6,361,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Morgan Stanley | 0.01% | Add +10.2% | 3,855,793 | $194.6M |
| Meitav Investment House Ltd. | 2.39% | Add +0.1% | 2,831,819 | $142.9M |
| Bank of America Corp. | 0.01% | Add +18.7% | 2,510,289 | $126.7M |
| BlackRock, Inc. | 0.00% | — | 2,017,523 | $101.8M |
| LPL Financial LLC | 0.04% | Add +23.0% | 1,906,209 | $96.2M |
| Driehaus Capital Management LLC | 0.72% | Add +7.5% | 1,671,170 | $84.3M |
| Harel Insurance Investments & Financial Services Ltd. | 1.41% | Add +3.9% | 1,621,500 | $81.8M |
| Wellington Management Group LLP | 0.01% | Reduce -0.4% | 1,551,538 | $78.3M |
| Jennison Associates LLC | 0.04% | New | 1,257,016 | $63.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.54% | No change | 1,200,000 | $60.6M |
| Assetmark, Inc. | 0.17% | Reduce -3.5% | 1,156,271 | $58.3M |
| Bank of Montreal | 0.02% | Add +8.8% | 1,027,571 | $52.2M |
| Thrivent Financial for Lutherans | 0.10% | Add +20.3% | 1,017,206 | $51.3M |
| Composition Wealth, LLC | 1.13% | Add +1.9% | 963,963 | $48.6M |
| Flputnam Investment Management Co. | 0.84% | New | 922,496 | $46.5M |
| Wells Fargo & Company | 0.01% | Add +18.3% | 818,135 | $41.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +532.8% | 797,663 | $40.3M |
| UBS Group AG | 0.01% | Reduce -0.2% | 786,540 | $39.7M |
| Jane Street Group, LLC | 0.06% | Add +9.7% | 713,514 | $36.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.4% | 636,607 | $32.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.48% | Reduce -59.8% | 587,149 | $29.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.30% | No change | 548,777 | $27.7M |
| Venture Visionary Partners LLC | 1.12% | Add +7.5% | 499,759 | $25.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +27.3% | 494,874 | $25.0M |
| CIBC Private Wealth Group LLC | 0.04% | Add +2546.0% | 493,894 | $24.9M |
| Ocean Park Asset Management, LLC | 1.04% | Reduce -31.1% | 468,722 | $23.7M |
| New Vernon Capital Holdings II LLC | 11.57% | No change | 426,229 | $21.5M |
| Money Design Co.,Ltd. | 1.00% | New | 398,473 | $20.1M |
| Discovery Capital Management, LLC / CT | 2.46% | Add +26.1% | 389,900 | $19.7M |
| Millburn Ridgefield LLC | 0.51% | No change | 384,368 | $19.4M |
| Catalyst Capital Advisors LLC | 0.44% | No change | 384,368 | $19.4M |
| Susquehanna International Group, LLP | 0.03% | New | 380,733 | $19.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +2.6% | 371,585 | $18.8M |
| Raymond James & Associates | 0.01% | Add +11.4% | 365,488 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 329,623 | $16.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +118.4% | 309,764 | $15.6M |
| Massachusetts Financial Services Co. | 0.00% | Add +10.0% | 261,782 | $13.2M |
| Martin Currie Ltd. | 0.45% | New | 254,979 | $12.6M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +0.9% | 247,026 | $12.5M |
| Lake Street Private Wealth, LLC | 1.88% | Add +2580.8% | 148,143 | $11.6M |
| Trajan Wealth LLC | 0.68% | Reduce -6.8% | 229,241 | $11.6M |
| Black Swift Group, LLC | 2.46% | Reduce -1.4% | 220,857 | $11.1M |
| Randolph Co Inc | 1.26% | Reduce -0.0% | 214,682 | $10.8M |
| Whitaker-Myers Wealth Managers, LTD. | 3.53% | Reduce -5.0% | 210,553 | $10.6M |
| GenTrust, LLC | 0.51% | Add +131.3% | 207,871 | $10.5M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.5% | 200,632 | $10.1M |
| Summit Trail Advisors, LLC | 0.25% | Add +210.0% | 198,932 | $10.0M |
| Greenup Street Wealth Management LLC | 2.07% | New | 198,728 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -36.4% | 197,559 | $10.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.38% | No change | 187,750 | $9.5M |
| Cullen Capital Management, LLC | 0.10% | Reduce -10.3% | 187,038 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.8% | 183,211 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +86.3% | 163,168 | $8.2M |
| Renaissance Technologies | 0.01% | Add +62.6% | 158,500 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 157,512 | $7.9M |
| Citigroup Inc. | 0.01% | Reduce -47.5% | 154,416 | $7.8M |
| Adapt Wealth Advisors, LLC | 3.95% | Add +13.0% | 146,222 | $7.4M |
| Equitable Holdings, Inc. | 0.07% | Add +6.5% | 140,913 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Add +10.4% | 133,303 | $6.7M |
| Carmel Capital Management L.L.C. | 2.42% | Reduce -0.6% | 127,705 | $6.4M |
| Provident Co of the Employees of the Hebrew University LTD | 7.20% | Add +3.3% | 126,786 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.5% | 124,391 | $6.3M |
| Inspire Advisors, LLC | 0.74% | Reduce -0.1% | 120,441 | $6.1M |
| Old Mission Capital LLC | 0.13% | New | 117,313 | $5.9M |
| Redhawk Wealth Advisors, Inc. | 0.83% | Add +5.7% | 115,037 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +0.2% | 101,389 | $5.1M |
| Schroder Investment Management Group | 0.01% | No change | 100,000 | $5.1M |
| Leibman Financial Services, Inc. | 3.56% | Add +18.0% | 99,505 | $5.0M |
| Citadel Advisors | 0.01% | New | 98,334 | $5.0M |
| Circle Wealth Management, LLC | 0.11% | Add +5.6% | 94,490 | $4.8M |
| Flow Traders U.S. LLC | 0.24% | Add +2002.1% | 93,440 | $4.7M |
| Glen Eagle Advisors, LLC | 0.79% | Add +10.9% | 92,847 | $4.7M |
| Moneco Advisors, LLC | 0.58% | Reduce -0.5% | 91,940 | $4.6M |
| Laurel Wealth Planning LLC | 3.02% | New | 91,696 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -21.2% | 89,810 | $4.5M |
| Bulltick Wealth Management, LLC | 1.11% | Reduce -53.2% | 88,380 | $4.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +2838300.0% | 85,152 | $4.3M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 84,471 | $4.3M |
| Hamilton Wealth, LLC | 1.02% | Add +1605.1% | 82,869 | $4.2M |
| Fischer Investment Strategies, LLC | 3.50% | Reduce -2.7% | 80,627 | $4.1M |
| Park Avenue Securities LLC | 0.04% | Add +4.1% | 77,551 | $3.9M |
| Crown Wealth Group, LLC | 1.64% | Add +25.0% | 74,608 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.1% | 74,170 | $3.7M |
| Strategic Wealth Investment Group, LLC | 0.39% | Reduce -2.5% | 73,088 | $3.7M |
| Level Four Advisory Services, LLC | 0.15% | Add +7.8% | 73,929 | $3.5M |
| Grey Ledge Advisors, LLC | 0.89% | Reduce -5.1% | 69,123 | $3.5M |
| Ferguson Shapiro LLC | 1.29% | Reduce -2.9% | 68,716 | $3.5M |
| Avid Wealth Partners LLC | 2.34% | Add +4.5% | 65,564 | $3.3M |
| ING Groep NV | 0.02% | No change | 65,400 | $3.3M |
| Trivium Point Advisory, LLC | 0.46% | Add +31.7% | 72,094 | $3.3M |
| Twin Tree Management, LP | 0.07% | Reduce -85.7% | 63,424 | $3.2M |
| Theory Financial LLC | 1.41% | Reduce -5.8% | 67,445 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -34.4% | 63,070 | $3.2M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 8.48% | No change | 62,499 | $3.2M |
| Meditor Group Ltd | 6.36% | No change | 60,700 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +3.7% | 59,733 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 59,525 | $3.0M |
| Blair William & Co. | 0.01% | Add +4.3% | 58,789 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.39% | Add +417.5% | 55,108 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +5.3% | 53,867 | $2.7M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.