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 |
| Cohen Klingenstein LLC | 0.09% | No change | 53,600 | $2.7M |
| Aspire Capital Advisors LLC | 0.77% | Add +1.9% | 51,422 | $2.6M |
| Advisory Services Network, LLC | 0.05% | No change | 53,283 | $2.6M |
| Barclays PLC | 0.00% | Reduce -49.5% | 49,268 | $2.5M |
| CoreCap Advisors, LLC | 0.11% | Add +16.3% | 47,934 | $2.4M |
| Prosperity Consulting Group, LLC | 0.19% | New | 47,433 | $2.4M |
| Members Advisory Group LLC | 1.20% | Add +254.2% | 47,379 | $2.4M |
| Lifestyle Asset Management, Inc. | 1.25% | Reduce -1.2% | 44,997 | $2.3M |
| Venturi Wealth Management, LLC | 0.12% | Add +3.5% | 44,081 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +25.7% | 43,411 | $2.2M |
| Algorithmic Investment Models, LLC | 1.59% | Add +0.4% | 43,053 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -52.5% | 42,561 | $2.1M |
| Channel Wealth LLC | 0.70% | New | 42,192 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +40.5% | 41,900 | $2.1M |
| Finivi Inc. | 1.68% | Add +1.0% | 41,110 | $2.1M |
| Belpointe Asset Management LLC | 0.12% | Reduce -0.3% | 40,706 | $2.1M |
| Narus Financial Partners, LLC | 0.71% | Add +16.4% | 39,408 | $2.0M |
| Susquehanna International Group Ltd. | 0.39% | Add +61.4% | 36,353 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +24.9% | 36,214 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -28.9% | 35,193 | $1.8M |
| Basso Capital Management, L.P. | 1.60% | Add +3.0% | 34,500 | $1.7M |
| Zacks Investment Management | 0.01% | Add +19.4% | 33,578 | $1.7M |
| Spire Wealth Management | 0.05% | Add +9.6% | 30,804 | $1.6M |
| Pachira Investments Inc. | 1.15% | Add +45.3% | 29,654 | $1.5M |
| Sowa Financial Group, Inc. | 0.94% | Add +130.0% | 29,327 | $1.5M |
| PCG Wealth Advisors, LLC | 0.56% | Add +8.4% | 29,011 | $1.5M |
| Tudor Investment Corporation | 0.02% | Add +20.3% | 28,751 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +81.4% | 27,148 | $1.4M |
| Fiduciary Alliance LLC | 0.18% | Add +2.6% | 26,619 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -42.1% | 25,872 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +67.7% | 25,342 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 25,061 | $1.3M |
| Portland Global Advisors LLC | 0.16% | Reduce -13.3% | 24,955 | $1.3M |
| AlphaMark Advisors, LLC | 0.43% | Reduce -0.3% | 24,920 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +48.9% | 24,710 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Reduce -2.3% | 24,614 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -10.8% | 25,204 | $1.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.4% | 24,602 | $1.2M |
| Cascade Financial Partners, LLC | 0.15% | Add +7.8% | 25,880 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | No change | 24,229 | $1.2M |
| Viewpoint Capital Management LLC | 0.68% | No change | 23,972 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -19.3% | 23,435 | $1.2M |
| Comerica Bank | 0.00% | Reduce -11.2% | 23,324 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +266.5% | 22,515 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 22,000 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +118.8% | 21,849 | $1.1M |
| PFG Advisors | 0.07% | Add +53.8% | 21,167 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -2.6% | 21,095 | $1.1M |
| Westwind Capital | 0.26% | Reduce -44.7% | 20,828 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -5.3% | 20,816 | $1.1M |
| Beacon Financial Advisory LLC | 0.35% | Add +60.4% | 20,337 | $1.0M |
| Creative Planning | 0.00% | Reduce -1.9% | 20,207 | $1.0M |
| Lowe Wealth Advisors, LLC | 0.44% | Add +4.2% | 20,137 | $1.0M |
| Peak Planning Group, LLC | 0.44% | Add +45.9% | 19,944 | $1.0M |
| Sharper & Granite LLC | 0.45% | Reduce -2.0% | 19,880 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.8% | 19,871 | $1.0M |
| SteelPeak Wealth, LLC | 0.04% | New | 19,537 | $986K |
| Mariner, LLC | 0.00% | Add +3.1% | 19,324 | $975K |
| Verity Asset Management, Inc. | 0.37% | Add +0.5% | 19,256 | $972K |
| Centaurus Financial, Inc. | 0.06% | Add +0.8% | 18,698 | $944K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.9% | 18,669 | $942K |
| Independent Financial Group, LLC | 0.03% | Add +59.3% | 18,377 | $927K |
| L.M. Kohn & Company | 0.23% | Add +12.2% | 18,334 | $925K |
| Bank of Nova Scotia | 0.00% | Reduce -32.0% | 18,235 | $920K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 16,974 | $857K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +421.2% | 16,877 | $852K |
| Sweeney & Michel, LLC | 0.33% | New | 17,156 | $836K |
| Capital Investment Counsel, LLC | 0.14% | New | 16,054 | $810K |
| Millennium Management | 0.00% | Reduce -30.3% | 15,884 | $802K |
| Sanctuary Advisors, LLC | 0.01% | Add +151.2% | 17,060 | $795K |
| SG Americas Securities, LLC | 0.00% | Reduce -52.0% | 15,739 | $794K |
| Brown Advisory Inc. | 0.00% | Add +2.9% | 15,719 | $793K |
| Ascent Group, LLC | 0.06% | Reduce -10.2% | 15,486 | $781K |
| Calton & Associates, Inc. | 0.29% | Add +93.9% | 15,015 | $758K |
| Insigneo Advisory Services, LLC | 0.08% | Add +11.5% | 14,867 | $750K |
| NorthCoast Asset Management LLC | 0.01% | New | 14,673 | $717K |
| Bridge Advisory, LLC | 0.34% | Reduce -3.5% | 14,094 | $711K |
| Harbor Investment Advisory, LLC | 0.07% | Add +15.7% | 14,005 | $707K |
| James Investment Research, Inc. | 0.08% | Add +0.0% | 13,947 | $704K |
| Patten Group, Inc. | 0.15% | Add +14.2% | 13,750 | $694K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 13,700 | $691K |
| Barometer Capital Management Inc. | 0.20% | Reduce -6.2% | 13,600 | $686K |
| PNC Financial Services Group, Inc. | 0.00% | Add +347.3% | 13,411 | $677K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.8% | 13,343 | $673K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -37.3% | 12,982 | $655K |
| Harbour Capital Advisors, LLC | 0.15% | No change | 13,263 | $653K |
| Perigon Wealth Management, LLC | 0.02% | New | 12,811 | $646K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.6% | 12,313 | $621K |
| International Assets Investment Management, LLC | 0.05% | Add +1165.3% | 20,625 | $615K |
| Strait & Sound Wealth Management LLC | 0.29% | Add +45.2% | 11,979 | $604K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -35.2% | 11,392 | $580K |
| Ascentis Independent Advisors | 0.09% | Reduce -11.1% | 11,464 | $578K |
| Crewe Advisors LLC | 0.07% | Add +24.9% | 11,431 | $577K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +56.3% | 11,301 | $570K |
| Gateway Wealth Partners, LLC | 0.16% | Add +84.6% | 11,252 | $568K |
| Lodestar Private Asset Management LLC | 0.07% | Add +6.2% | 10,407 | $525K |
| Idaho Trust Co | 0.25% | Reduce -0.7% | 10,243 | $517K |
| DGS Capital Management, LLC | 0.14% | No change | 10,180 | $514K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,078 | $505K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -1.3% | 9,666 | $488K |
| Peak Financial Management, Inc. | 0.14% | No change | 9,518 | $480K |
| Worth Asset Management, LLC | 0.25% | Add +53.3% | 9,219 | $465K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 9,207 | $465K |
| Global Trust Asset Management, LLC | 0.17% | Add +51.2% | 9,150 | $462K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 9,102 | $459K |
| Sigma Planning Corp | 0.01% | Add +1.1% | 9,041 | $456K |
| DF Dent & Co. Inc. | 0.01% | No change | 9,000 | $454K |
| Principal Securities, Inc. | 0.01% | Reduce -27.1% | 8,688 | $438K |
| Financial Advocates Investment Management | 0.02% | No change | 8,588 | $433K |
| Diversified Trust Co. | 0.01% | No change | 8,560 | $432K |
| Prospect Financial Services LLC | 0.27% | New | 8,534 | $431K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,468 | $427K |
| Marshall Wace, LLP | 0.00% | Reduce -26.4% | 8,436 | $426K |
| Pathstone Holdings, LLC | 0.00% | Add +61.0% | 8,231 | $415K |
| Cosner Financial Group, LLC | 0.27% | No change | 8,171 | $412K |
| Loomis Sayles & Co. L P | 0.00% | Add +40.2% | 8,136 | $411K |
| Jones Financial Companies LLLP | 0.00% | Add +116.3% | 7,951 | $404K |
| DHK Financial Advisors, Inc. | 0.25% | Add +60.0% | 8,000 | $404K |
| Trademark Financial Management, LLC | 0.32% | New | 7,954 | $401K |
| Northern Trust Corp. | 0.00% | No change | 7,900 | $399K |
| FinTrust Capital Advisors, LLC | 0.07% | No change | 7,783 | $393K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 7,782 | $393K |
| Walleye Capital LLC | 0.00% | New | 7,730 | $390K |
| Wedmont Private Capital | 0.02% | Add +34.5% | 7,800 | $376K |
| UMB Bank, n.a. | 0.01% | No change | 7,434 | $375K |
| Harbour Investment Management LLC | 0.16% | Add +2.1% | 7,337 | $370K |
| Aveo Capital Partners, LLC | 0.04% | Add +9.3% | 7,002 | $353K |
| Captrust Financial Advisors | 0.00% | No change | 6,945 | $350K |
| Essex Financial Services, Inc. | 0.02% | Reduce -4.4% | 7,151 | $342K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -10.4% | 6,541 | $330K |
| Synovus Financial Corp. | 0.00% | New | 6,510 | $328K |
| Alterna Wealth Management, Inc. | 0.29% | No change | 6,504 | $328K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -6.5% | 6,500 | $328K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -29.5% | 6,446 | $325K |
| EWG Elevate Inc. | 0.13% | Add +22.4% | 6,345 | $320K |
| Eagle Harbor Asset Management Inc. | 0.32% | No change | 6,313 | $319K |
| Ignite Planners, LLC | 0.07% | Reduce -2.4% | 6,144 | $310K |
| HBW Advisory Services LLC | 0.04% | Add +23.9% | 6,080 | $307K |
| Corient Private Wealth LP | 0.00% | Add +10.8% | 5,803 | $293K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -64.2% | 5,755 | $288K |
| Tyler-Stone Wealth Management | 0.05% | Add +54.0% | 5,656 | $285K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 5,590 | $282K |
| Western Wealth Management, LLC | 0.02% | Add +15.8% | 5,581 | $282K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.4% | 5,550 | $280K |
| Procyon Advisors, LLC | 0.02% | Add +5.0% | 5,547 | $280K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 5,388 | $272K |
| FMR LLC | 0.00% | Add +36.4% | 5,382 | $272K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +23.8% | 5,255 | $265K |
| Executive Wealth Management, LLC | 0.02% | New | 5,240 | $264K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,216 | $263K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -1.1% | 5,104 | $258K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.8% | 5,085 | $257K |
| Advisory Alpha, LLC | 0.01% | New | 5,027 | $254K |
| Carolinas Wealth Consulting LLC | 0.05% | No change | 5,000 | $252K |
| Sage Mountain Advisors LLC | 0.02% | No change | 4,900 | $247K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -41.2% | 4,900 | $247K |
| Cerity Partners LLC | 0.00% | Reduce -13.2% | 4,725 | $238K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 4,661 | $235K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,475 | $226K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 4,464 | $225K |
| Rosenberg Matthew Hamilton | 0.06% | Add +6.5% | 4,435 | $224K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,386 | $221K |
| Quadrature Capital Ltd | 0.00% | New | 4,238 | $214K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,100 | $207K |
| Certified Advisory Corp | 0.02% | New | 4,023 | $203K |
| New England Private Wealth Advisors LLC | 0.03% | New | 4,000 | $202K |
| First Interstate Bank | 0.01% | New | 4,000 | $202K |
| Commerce Bank | 0.00% | New | 4,000 | $202K |
| Atticus Wealth Management, LLC | 0.06% | Add +0.9% | 3,518 | $178K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 3,250 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.2% | 3,199 | $161K |
| Islay Capital Management, LLC | 0.10% | No change | 3,000 | $151K |
| Bogart Wealth, LLC | 0.01% | No change | 2,934 | $148K |
| Hanson & Doremus Investment Management | 0.02% | No change | 2,665 | $134K |
| Private Trust Co. NA | 0.01% | Reduce -26.0% | 2,536 | $128K |
| Larson Financial Group LLC | 0.01% | No change | 2,505 | $126K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,343 | $118K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,270 | $115K |
| Clearstead Advisors, LLC | 0.00% | New | 2,130 | $107K |
| Headlands Technologies LLC | 0.01% | Reduce -34.1% | 2,128 | $107K |
| US Bancorp \de | 0.00% | Add +0.1% | 1,863 | $94K |
| Annapolis Financial Services, LLC | 0.03% | No change | 1,834 | $93K |
| CENTRAL TRUST Co | 0.00% | No change | 1,795 | $91K |
| Lanark Financial, Inc. | 0.01% | Add +53.3% | 1,783 | $89K |
| Arvest Investments, Inc. | 0.01% | Reduce -53.4% | 1,594 | $80K |
| IFP Advisors, Inc | 0.00% | Add +44.9% | 1,433 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +484.0% | 1,390 | $70K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,360 | $69K |
| Avior Wealth Management, LLC | 0.00% | Add +113.8% | 1,225 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,094 | $55K |
| National Bank of Canada | 0.00% | Add +39.7% | 1,055 | $53K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $50K |
| Tortoise Investment Management, LLC | 0.01% | No change | 940 | $47K |
| FWL Investment Management, LLC | 0.02% | Add +45.6% | 871 | $44K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.1% | 817 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $40K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 773 | $39K |
| Park Place Capital Corp | 0.01% | No change | 765 | $39K |
| ORG Partners LLC | 0.01% | New | 700 | $35K |
| Breakwater Investment Management | 0.01% | No change | 621 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 565 | $29K |
| Parkside Financial Bank & Trust | 0.00% | New | 539 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 506 | $26K |
| TruNorth Capital Management, LLC | 0.01% | New | 500 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 497 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 485 | $24K |
| Allworth Financial LP | 0.00% | Reduce -55.4% | 481 | $24K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -1.8% | 375 | $19K |
| Hollencrest Capital Management | 0.00% | Add +21.7% | 365 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +5.9% | 360 | $18K |
| Washington Growth Strategies LLC | 0.62% | — | 806 | $16K |
| Continuum Advisory, LLC | 0.00% | New | 307 | $14K |
| FNY Investment Advisers, LLC | 0.01% | Add +1750.0% | 296 | $14K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 212 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 224 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | — | 224 | $10K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 200 | $10K |
| Caldwell Trust Co | 0.00% | No change | 200 | $10K |
| Cwm, LLC | 0.00% | Reduce -69.1% | 200 | $10K |
| Raleigh Capital Management Inc. | 0.00% | No change | 153 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -78.7% | 130 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 125 | $6K |
| American Capital Advisory, LLC | 0.00% | New | 120 | $6K |
| Dunhill Financial, LLC | 0.00% | New | 120 | $6K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 80 | $4K |
| Arax Advisory Partners | 0.00% | New | 69 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 25 | $1K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $1K |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.