Wisdomtree India EarningsEPIETF
13F holders, Q4 2024 (December 31)332holders +3
34new positions
47sold out
3famous investors
$45.30avg. 13F price*
At the end of Q4 2024, 332 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, up 3 from Q3 2024. 34 opened new positions and 47 sold out. The largest holders were Morgan Stanley ($167.4M), Meitav Investment House Ltd. ($152.8M) and Jane Street Group, LLC ($134.1M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $16.7M |
| Exits | 47 | $175.8M |
All 13F filers, Q3 2024 → Q4 2024: 8,004,246 shares bought and 8,310,874 shares sold, net −306,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| Morgan Stanley | 0.01% | Reduce -4.1% | 3,698,793 | $167.4M |
| Meitav Investment House Ltd. | 2.58% | Add +19.3% | 3,377,656 | $152.8M |
| Jane Street Group, LLC | 0.22% | Add +315.3% | 2,963,136 | $134.1M |
| Migdal Insurance & Financial Holdings Ltd. | 1.67% | Add +337.3% | 2,567,649 | $116.2M |
| Bank of America Corp. | 0.01% | Reduce -9.6% | 2,270,040 | $102.8M |
| BlackRock, Inc. | 0.00% | Add +8.0% | 2,178,971 | $98.6M |
| Harel Insurance Investments & Financial Services Ltd. | 1.20% | No change | 1,621,500 | $73.4M |
| LPL Financial LLC | 0.03% | Reduce -18.5% | 1,553,013 | $70.3M |
| Wellington Management Group LLP | 0.01% | No change | 1,551,538 | $70.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.49% | No change | 1,200,000 | $54.3M |
| Thrivent Financial for Lutherans | 0.10% | Add +6.5% | 1,083,392 | $49.4M |
| Jennison Associates LLC | 0.03% | Reduce -14.1% | 1,080,381 | $48.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.49% | Add +78.4% | 978,965 | $44.3M |
| Flputnam Investment Management Co. | 0.79% | Add +4.1% | 960,101 | $43.5M |
| Composition Wealth, LLC | 0.84% | Reduce -5.3% | 913,241 | $41.3M |
| UBS Group AG | 0.01% | Add +10.0% | 865,102 | $39.2M |
| Assetmark, Inc. | 0.09% | Reduce -33.3% | 771,541 | $34.9M |
| Wells Fargo & Company | 0.01% | Reduce -9.8% | 737,838 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 668,509 | $30.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +31.0% | 648,162 | $29.3M |
| Money Design Co.,Ltd. | 1.49% | Add +61.2% | 642,271 | $29.0M |
| Raymond James Financial Inc. | 0.01% | — | 528,785 | $23.9M |
| Venture Visionary Partners LLC | 0.96% | Add +0.5% | 502,304 | $22.7M |
| CIBC Private Wealth Group LLC | 0.04% | Add +0.1% | 494,300 | $22.2M |
| Millburn Ridgefield LLC | 0.50% | Add +14.9% | 441,474 | $20.0M |
| Catalyst Capital Advisors LLC | 0.43% | Add +14.9% | 441,474 | $20.0M |
| Ameriprise Financial Inc. | 0.00% | Add +85.1% | 365,669 | $16.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3.65% | Add +79.0% | 336,162 | $15.2M |
| SBI Securities Co., Ltd. | 0.45% | — | 325,909 | $14.8M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -17.6% | 306,366 | $13.9M |
| GenTrust, LLC | 0.58% | Add +42.1% | 295,471 | $13.4M |
| Cullen Capital Management, LLC | 0.15% | Add +53.9% | 287,787 | $13.0M |
| Old Mission Capital LLC | 0.28% | Add +129.4% | 269,159 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +41.4% | 259,034 | $11.7M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.4% | 255,551 | $11.6M |
| Trajan Wealth LLC | 0.62% | Add +8.7% | 249,249 | $11.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.22% | Add +15.9% | 244,012 | $11.0M |
| Royal Bank of Canada | 0.00% | Reduce -28.7% | 235,064 | $10.6M |
| Randolph Co Inc | 1.09% | No change | 214,682 | $9.7M |
| Summit Trail Advisors, LLC | 0.36% | Add +7.9% | 214,606 | $9.7M |
| Citigroup Inc. | 0.01% | Add +38.0% | 213,015 | $9.6M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -15.7% | 208,316 | $9.4M |
| Greenup Street Wealth Management LLC | 1.84% | Add +3.0% | 204,786 | $9.3M |
| Private Advisor Group, LLC | 0.05% | Add +0.9% | 202,422 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -50.6% | 187,956 | $8.5M |
| Madrid Financial Services | 6.30% | — | 175,307 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 161,304 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.2% | 157,995 | $7.2M |
| Adapt Wealth Advisors, LLC | 3.11% | Reduce -4.6% | 139,550 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +11.2% | 138,342 | $6.3M |
| Members Advisory Group LLC | 2.56% | Add +190.7% | 137,721 | $6.2M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -2.1% | 130,558 | $5.9M |
| Carmel Capital Management L.L.C. | 2.18% | No change | 127,705 | $5.8M |
| Inspire Advisors, LLC | 0.70% | Add +4.9% | 126,351 | $5.7M |
| Discovery Capital Management, LLC / CT | 0.39% | Reduce -67.8% | 125,700 | $5.7M |
| Provident Co of the Employees of the Hebrew University LTD | 6.51% | Reduce -2.6% | 123,446 | $5.6M |
| Leibman Financial Services, Inc. | 4.02% | Add +22.4% | 121,803 | $5.5M |
| Laurel Wealth Planning LLC | 3.46% | Add +29.1% | 118,350 | $5.4M |
| Bulltick Wealth Management, LLC | 1.22% | Add +29.5% | 114,460 | $5.2M |
| MML Investors Services, LLC | 0.02% | Add +6.7% | 108,177 | $4.9M |
| Glen Eagle Advisors, LLC | 0.76% | Add +9.0% | 101,225 | $4.6M |
| Black Swift Group, LLC | 0.88% | Reduce -58.4% | 91,890 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -37.6% | 87,922 | $4.0M |
| Grey Ledge Advisors, LLC | 1.00% | Add +24.3% | 85,910 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Add +8.0% | 83,720 | $3.8M |
| Global Retirement Partners, LLC | 0.11% | Add +237.8% | 83,143 | $3.8M |
| Aveo Capital Partners, LLC | 0.41% | Add +1085.9% | 83,036 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -6.1% | 79,343 | $3.6M |
| Venturi Wealth Management, LLC | 0.17% | Add +77.6% | 78,301 | $3.5M |
| Level Four Advisory Services, LLC | 0.14% | Add +4.0% | 76,848 | $3.5M |
| Trivium Point Advisory, LLC | 0.42% | Add +2.9% | 74,183 | $3.4M |
| Strategic Wealth Investment Group, LLC | 0.18% | Reduce -0.2% | 72,958 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -19.3% | 72,510 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +18.9% | 71,015 | $3.2M |
| Pension & Wealth Management Advisors, Inc. | 1.28% | New | 70,757 | $3.2M |
| Theory Financial LLC | 1.33% | Add +4.5% | 70,508 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 70,022 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.4% | 67,938 | $3.1M |
| Circle Wealth Management, LLC | 0.07% | Reduce -28.2% | 67,881 | $3.1M |
| Avid Wealth Partners LLC | 2.05% | Reduce -2.6% | 63,845 | $2.9M |
| Prosperity Consulting Group, LLC | 0.22% | Add +34.5% | 63,800 | $2.9M |
| Blair William & Co. | 0.01% | Add +1.9% | 59,936 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.35% | New | 58,449 | $2.6M |
| Ferguson Shapiro LLC | 0.96% | Reduce -16.9% | 57,101 | $2.6M |
| Sowa Financial Group, Inc. | 1.59% | Add +90.9% | 55,990 | $2.5M |
| Channel Wealth LLC | 0.82% | Add +31.8% | 55,606 | $2.5M |
| Forefront Wealth Management Inc. | 2.28% | — | 54,576 | $2.5M |
| CoreCap Advisors, LLC | 0.11% | Add +13.6% | 54,467 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 53,973 | $2.4M |
| Cohen Klingenstein LLC | 0.08% | No change | 53,600 | $2.4M |
| Crown Wealth Group, LLC | 0.92% | Reduce -33.0% | 49,960 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +16.3% | 48,707 | $2.2M |
| Narus Financial Partners, LLC | 0.73% | Add +21.0% | 47,679 | $2.2M |
| Algorithmic Investment Models, LLC | 1.61% | Add +7.2% | 46,130 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +26.9% | 45,947 | $2.1M |
| Lifestyle Asset Management, Inc. | 1.10% | Reduce -1.2% | 44,475 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Reduce -1.5% | 40,083 | $2.0M |
| New Vernon Capital Holdings II LLC | 1.32% | Reduce -95.9% | 17,366 | $1.9M |
| Fearless Solutions, LLC dba Best Invest | 1.45% | — | 42,059 | $1.9M |
| Millennium Management | 0.00% | Add +159.4% | 41,204 | $1.9M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.