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

0100200300400 Q1 2024: 279Q1 2024Q2 2024: 307Q2 2024Q3 2024: 329Q3 2024Q4 2024: 332Q4 2024Q1 2025: 298Q1 2025Q2 2025: 295Q2 2025Q3 2025: 270Q3 2025Q4 2025: 292Q4 2025Q1 2026: 275Q1 2026Q2 2026: 250Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions34$16.7M
Exits47$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
Aspire Capital Advisors LLC 0.50% Reduce -25.2% 38,448 $1.7M
Uniting Wealth Partners, LLC 0.84% — 38,325 $1.7M
Avantax Advisory Services, Inc. 0.01% Reduce -14.3% 36,482 $1.7M
HSBC Holdings PLC 0.00% Add +3.1% 36,272 $1.7M
Citadel Advisors 0.00% Reduce -63.4% 36,007 $1.6M
NewEdge Advisors, LLC 0.01% Reduce -35.2% 34,905 $1.6M
Chapman Financial Group, LLC 1.26% — 35,544 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -20.1% 34,662 $1.6M
Zacks Investment Management 0.01% Add +1.0% 33,918 $1.5M
RoundAngle Advisors LLC 1.42% — 33,049 $1.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4.95% Reduce -47.1% 33,076 $1.5M
Janney Montgomery Scott LLC 0.00% Add +21.8% 33,056 $1.5M
PCG Wealth Advisors, LLC 0.55% Add +13.7% 32,985 $1.5M
Csenge Advisory Group 0.08% Add +21.7% 30,668 $1.4M
Barclays PLC 0.00% Reduce -39.9% 29,605 $1.3M
Advisory Services Network, LLC 0.02% Reduce -45.6% 28,976 $1.3M
Pachira Investments Inc. 0.80% Reduce -2.6% 28,875 $1.3M
PKS Advisory Services, LLC 0.31% — 27,457 $1.2M
Summit Financial, LLC 0.04% New 27,061 $1.2M
Rockefeller Capital Management L.P. 0.00% Reduce -0.5% 24,939 $1.1M
Merit Financial Group, LLC 0.02% Add +0.7% 24,764 $1.1M
Independent Financial Group, LLC 0.04% Add +34.2% 24,670 $1.1M
AlphaMark Advisors, LLC 0.48% Reduce -1.2% 24,620 $1.1M
Naples Global Advisors, LLC 0.10% No change 24,229 $1.1M
Portland Global Advisors LLC 0.14% Reduce -3.9% 23,980 $1.1M
Viewpoint Capital Management LLC 0.57% No change 23,972 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.1% 23,890 $1.1M
Comerica Bank 0.00% Reduce -0.6% 23,191 $1.0M
PFG Advisors 0.06% Add +4.5% 22,117 $1.0M
IHT Wealth Management, LLC 0.03% Reduce -12.9% 22,077 $999K
Cascade Financial Partners, LLC 0.13% Reduce -15.3% 21,930 $993K
Itau Unibanco Holding S.A. 0.03% New 22,000 $992K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 22,000 $992K
Tudor Investment Corporation 0.01% Reduce -24.3% 21,777 $986K
Capital Investment Counsel, LLC 0.16% Add +35.3% 21,719 $983K
Beacon Financial Advisory LLC 0.32% Add +6.7% 21,689 $982K
Squarepoint Ops LLC 0.00% New 21,620 $979K
Creative Planning 0.00% Add +6.5% 21,514 $974K
William Blair Investment Management, LLC 0.00% New 21,000 $951K
SG Americas Securities, LLC 0.00% Add +33.2% 20,958 $949K
Flow Traders U.S. LLC 0.04% Reduce -77.7% 20,870 $945K
Savant Capital, LLC 0.01% Reduce -1.6% 20,759 $940K
Mariner, LLC 0.00% Add +4.8% 20,250 $917K
Sharper & Granite LLC 0.40% Add +1.2% 20,110 $910K
Lowe Wealth Advisors, LLC 0.39% Reduce -0.8% 19,977 $904K
Peak Planning Group, LLC 0.38% Reduce -0.1% 19,933 $902K
JPL Wealth Management, LLC 0.25% — 19,060 $863K
Verity Asset Management, Inc. 0.48% Reduce -1.6% 18,951 $858K
Marshall Wace, LLP 0.00% Add +123.5% 18,854 $854K
Integrated Wealth Concepts LLC 0.01% Reduce -26.3% 18,208 $824K
Steward Partners Investment Advisory, LLC 0.01% Add +6.2% 17,918 $811K
Tableaux LLC 0.66% — 17,710 $802K
Basso Capital Management, L.P. 0.69% Reduce -49.3% 17,500 $792K
Sava Infond d.o.o. 0.14% — 17,100 $774K
Bank of Nova Scotia 0.00% Reduce -14.2% 15,655 $710K
Strait & Sound Wealth Management LLC 0.33% Add +30.3% 15,614 $707K
NorthCoast Asset Management LLC 0.00% Add +6.2% 15,586 $706K
Insigneo Advisory Services, LLC 0.07% Add +4.7% 15,570 $705K
Belvedere Trading LLC 0.05% New 15,520 $703K
Barometer Capital Management Inc. 0.28% Add +6.6% 14,500 $700K
Brown Advisory Inc. 0.00% Reduce -2.0% 15,408 $698K
James Investment Research, Inc. 0.08% Add +10.4% 15,392 $697K
OneAscent Financial Services LLC 0.06% New 15,219 $689K
Trademark Financial Management, LLC 0.52% Add +80.6% 14,362 $650K
Silvercrest Asset Management Group LLC 0.00% No change 13,700 $620K
Harbor Investment Advisory, LLC 0.06% Reduce -2.5% 13,655 $618K
SteelPeak Wealth, LLC 0.03% Reduce -30.2% 13,641 $618K
Harbour Capital Advisors, LLC 0.14% No change 13,263 $608K
Baldwin Wealth Partners LLC 0.04% Add +142.6% 13,070 $592K
Moors & Cabot, Inc. 0.03% Reduce -2.4% 13,019 $589K
Clearstead Advisors, LLC 0.01% Add +509.7% 12,987 $588K
Bank of Montreal 0.00% Reduce -98.7% 12,944 $586K
Byrne Financial Freedom, LLC 0.26% — 12,925 $585K
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 12,838 $581K
Valeo Financial Advisors, LLC 0.02% Add +3.9% 12,793 $579K
Patten Group, Inc. 0.12% Reduce -9.4% 12,454 $564K
Perigon Wealth Management, LLC 0.01% No change 12,811 $563K
Ausdal Financial Partners, Inc. 0.05% Add +8.2% 12,232 $554K
Gateway Wealth Partners, LLC 0.14% Add +7.5% 12,094 $547K
Jones Financial Companies LLLP 0.00% Add +49.3% 11,874 $538K
Kingswood Wealth Advisors, LLC 0.04% Add +140.1% 11,767 $533K
Ascentis Independent Advisors 0.10% Add +2.1% 11,711 $530K
Crewe Advisors LLC 0.07% No change 11,431 $517K
Finivi Inc. 0.41% Reduce -72.3% 11,404 $516K
Principal Securities, Inc. 0.01% Add +30.4% 11,327 $513K
Executive Wealth Management, LLC 0.04% Add +114.0% 11,213 $508K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.0% 11,047 $500K
Per Stirling Capital Management, LLC. 0.07% Reduce -81.1% 10,398 $471K
Sanctuary Advisors, LLC 0.00% Reduce -36.8% 10,775 $469K
Envestnet Portfolio Solutions, Inc. 0.00% New 10,318 $467K
DGS Capital Management, LLC 0.12% No change 10,180 $461K
Onyx Bridge Wealth Group LLC 0.07% Reduce -51.1% 10,168 $460K
Caprock Group, LLC 0.01% New 10,026 $454K
BigSur Wealth Management LLC 0.13% New 10,000 $453K
Personal Cfo Solutions, LLC 0.09% No change 9,666 $438K
Idaho Trust Co 0.22% Reduce -7.2% 9,509 $430K
Prospect Financial Services LLC 0.23% Add +10.7% 9,448 $428K
Sigma Planning Corp 0.01% Add +3.5% 9,359 $424K
Loomis Sayles & Co. L P 0.00% Add +13.5% 9,231 $418K
GHP Investment Advisors, Inc. 0.02% No change 9,207 $417K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 9,102 $412K
DF Dent & Co. Inc. 0.01% No change 9,000 $407K
Beaumont Financial Advisors, LLC 0.03% Add +37.1% 8,971 $406K
Afg Fiduciary Services Limited Partnership 0.29% New 9,233 $406K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.1% 8,910 $403K
Peak Financial Management, Inc. 0.12% Reduce -6.5% 8,898 $403K
Diversified Trust Co. 0.01% No change 8,560 $388K
Western Wealth Management, LLC 0.02% Add +50.8% 8,414 $381K
Neuberger Berman Group LLC 0.00% New 8,411 $381K
Cosner Financial Group, LLC 0.24% Add +1.1% 8,265 $374K
Pathstone Holdings, LLC 0.00% Reduce -0.6% 8,183 $370K
Financial Advocates Investment Management 0.02% Reduce -5.5% 8,117 $367K
DHK Financial Advisors, Inc. 0.22% Add +0.3% 8,021 $363K
Northern Trust Corp. 0.00% No change 7,900 $358K
Calton & Associates, Inc. 0.16% Reduce -48.1% 7,786 $352K
Hamilton Wealth, LLC 0.08% Reduce -90.7% 7,687 $348K
UMB Bank, n.a. 0.01% No change 7,434 $337K
Harbour Investment Management LLC 0.15% No change 7,337 $332K
BNP Paribas Financial Markets 0.00% Add +43.0% 7,272 $329K
Compound Planning, Inc. 0.02% New 7,250 $328K
Stratos Wealth Partners, LTD. 0.00% Add +9.9% 7,082 $321K
Mercer Global Advisors Inc. 0.00% Reduce -31.3% 6,920 $313K
Captrust Financial Advisors 0.00% Reduce -0.5% 6,912 $313K
Atria Investments, Inc 0.00% New 6,866 $311K
Asset Management One Co., Ltd. 0.00% New 6,748 $308K
Kohmann Bosshard Financial Services, LLC 0.04% Reduce -12.6% 6,798 $308K
VestGen Investment Management 0.08% New 6,686 $303K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -94.3% 6,589 $298K
Pettinga Financial Advisors LLC 0.07% Add +0.8% 6,550 $297K
M&T Bank Corp 0.00% New 6,514 $295K
Alterna Wealth Management, Inc. 0.25% No change 6,504 $294K
Eagle Harbor Asset Management Inc. 0.29% No change 6,313 $286K
Wolverine Trading, LLC 0.01% New 6,227 $281K
OneDigital Investment Advisors LLC 0.00% Reduce -67.7% 6,040 $273K
Focus Partners Wealth 0.00% New 5,987 $271K
Rainey & Randall Wealth Advisors Inc. 0.05% Add +12.5% 5,914 $268K
HBW Advisory Services LLC 0.03% Reduce -3.4% 5,875 $266K
Turning Point Benefit Group, Inc. 0.25% — 5,846 $265K
Tyler-Stone Wealth Management 0.05% Add +1.7% 5,753 $260K
TD Waterhouse Canada Inc. 0.00% No change 5,755 $260K
Axxcess Wealth Management, LLC 0.01% Add +3.0% 5,719 $259K
Global Trust Asset Management, LLC 0.10% Reduce -37.7% 5,700 $258K
Apollon Wealth Management, LLC 0.01% Reduce -0.6% 5,558 $252K
Procyon Advisors, LLC 0.02% Add +0.1% 5,552 $251K
World Equity Group, Inc. 0.05% New 5,547 $251K
Elm3 Financial Group, LLC 0.21% — 5,505 $249K
Dunhill Financial, LLC 0.11% Add +4443.3% 5,452 $247K
Sequoia Financial Advisors, LLC 0.00% Add +16.3% 5,422 $245K
Freedom Investment Management, Inc. 0.02% Add +5.8% 5,400 $244K
Optima Capital LLC 0.17% — 5,363 $243K
FMR LLC 0.00% Reduce -0.6% 5,349 $242K
Siligmueller & Norvid Wealth Advisors LLC 0.10% — 5,340 $242K
Stratos Wealth Advisors, LLC 0.01% Add +0.3% 5,229 $237K
Advisory Alpha, LLC 0.01% No change 5,027 $228K
EWG Elevate Inc. 0.07% Reduce -21.4% 4,986 $226K
Cibc World Market Inc. 0.00% Reduce -77.3% 4,948 $224K
Ascent Group, LLC 0.02% Reduce -69.3% 4,750 $215K
Cerity Partners LLC 0.00% Add +0.0% 4,726 $214K
Essex Financial Services, Inc. 0.01% Reduce -34.7% 4,669 $211K
HRT Financial LP 0.00% New 4,551 $206K
FWL Investment Management, LLC 0.07% Add +418.7% 4,518 $205K
Evercore Wealth Management, LLC 0.00% No change 4,475 $203K
Rosenberg Matthew Hamilton 0.05% Reduce -2.0% 4,345 $197K
Group One Trading LLC 0.01% New 4,184 $189K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,100 $186K
Private Trust Co. NA 0.02% Add +53.2% 3,886 $176K
Atticus Wealth Management, LLC 0.05% Add +1.2% 3,561 $161K
Ramirez Asset Management, Inc. 0.03% No change 3,250 $147K
Sage Mountain Advisors LLC 0.01% Reduce -34.6% 3,205 $145K
Islay Capital Management, LLC 0.10% No change 3,000 $136K
Hanson & Doremus Investment Management 0.02% No change 2,665 $121K
MAI Capital Management 0.00% New 2,600 $118K
Glenmede Trust Co. NA 0.00% No change 2,343 $106K
Lindbrook Capital, LLC 0.01% No change 2,270 $103K
CENTRAL TRUST Co 0.00% No change 1,795 $81K
Aptus Capital Advisors, LLC 0.00% Add +246.4% 1,680 $76K
US Bancorp \de 0.00% Reduce -15.7% 1,570 $71K
IFP Advisors, Inc 0.00% Add +7.3% 1,538 $70K
O'shaughnessy Asset Management, LLC 0.00% New 1,428 $65K
Creative Financial Designs Inc. 0.01% Add +0.3% 1,364 $62K
Murphy & Mullick Capital Management Corp 0.06% — 1,358 $61K
National Bank of Canada 0.00% No change 1,055 $48K
AE Wealth Management LLC 0.00% New 1,042 $47K
Evelyn Partners Investment Management LLP 0.00% — 1,000 $45K
EverSource Wealth Advisors, LLC 0.00% New 956 $43K
Tortoise Investment Management, LLC 0.00% No change 940 $43K
Harbour Investments, Inc. 0.00% Reduce -35.7% 894 $40K
Bogart Wealth, LLC 0.00% Reduce -71.4% 838 $38K
Parallel Advisors, LLC 0.00% No change 817 $37K
Rothschild Investment LLC 0.00% No change 800 $36K
Farther Finance Advisors, LLC 0.00% New 746 $34K
FNY Investment Advisers, LLC 0.02% Add +151.7% 745 $33K
Continuum Advisory, LLC 0.00% Add +128.0% 700 $32K
Mattson Financial Services, LLC 0.01% New 589 $30K
Breakwater Investment Management 0.01% No change 621 $28K
Avior Wealth Management, LLC 0.00% Reduce -53.2% 573 $26K
SRH Advisors, LLC 0.01% No change 565 $26K
Parkside Financial Bank & Trust 0.00% No change 539 $24K
First Horizon Advisors, Inc. 0.00% Add +0.0% 524 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 506 $23K
TruNorth Capital Management, LLC 0.01% No change 500 $23K
Sunbelt Securities, Inc. 0.00% Add +0.2% 498 $22K
Allworth Financial LP 0.00% No change 481 $21K
Key Financial Inc 0.00% New 437 $20K
Hexagon Capital Partners LLC 0.00% Add +7.7% 404 $18K
ORG Partners LLC 0.00% Reduce -42.9% 400 $18K
Caldwell Sutter Capital, Inc. 0.01% Add +2.8% 370 $17K
Runnymede Capital Advisors, Inc. 0.01% — 361 $16K
Atala Financial Inc 0.01% — 355 $16K
New Wave Wealth Advisors LLC 0.00% New 253 $11K
Blue Trust, Inc. 0.00% New 251 $11K
Qube Research & Technologies Ltd 0.00% Reduce -99.7% 248 $11K
Washington Trust Advisors, Inc. 0.00% No change 212 $10K
Investment Research & Advisory Group, Inc. 0.00% No change 200 $9K
Caldwell Trust Co 0.00% No change 200 $9K
Cwm, LLC 0.00% No change 200 $9K
Medallion Wealth Advisors, LLC 0.00% — 170 $8K
Spire Wealth Management 0.00% Reduce -99.5% 170 $8K
Raleigh Capital Management Inc. 0.00% No change 153 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 130 $6K
PSI Advisors, LLC 0.00% No change 125 $6K
Geneos Wealth Management Inc. 0.00% Reduce -90.9% 100 $5K
First Community Trust NA 0.00% New 78 $4K
Arax Advisory Partners 0.00% No change 69 $3K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 50 $2K
Tidemark, LLC 0.00% New 37 $2K
Legacy Investment Solutions, LLC 0.00% Reduce -83.0% 38 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -83.0% 38 $2K
PMV Capital Advisers, LLC 0.00% — 20 $905
Biltmore Family Office, LLC 0.00% No change 20 $905
Lanark Financial, Inc. 0.01% — 1 $73

"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.