Wisdomtree India EarningsEPIETF
13F holders, Q1 2025 (March 31)298holders −34
26new positions
57sold out
3famous investors
$43.70avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 34 from Q4 2024. 26 opened new positions and 57 sold out. The largest holders were Meitav Investment House Ltd. ($145.2M), Morgan Stanley ($142.6M) and Clal Insurance Enterprises Holdings Ltd ($131.1M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $48.5M |
| Exits | 57 | $52.6M |
All 13F filers, Q4 2024 → Q1 2025: 6,794,447 shares bought and 8,890,664 shares sold, net −2,096,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Meitav Investment House Ltd. | 2.68% | Reduce -1.7% | 3,321,683 | $145.2M |
| Morgan Stanley | 0.01% | Reduce -11.8% | 3,261,321 | $142.6M |
| Clal Insurance Enterprises Holdings Ltd | 1.36% | Add +150.0% | 3,000,000 | $131.1M |
| BlackRock, Inc. | 0.00% | Add +19.7% | 2,608,335 | $114.0M |
| Migdal Insurance & Financial Holdings Ltd. | 1.57% | Reduce -0.3% | 2,561,219 | $112.0M |
| Bank of America Corp. | 0.01% | Add +9.7% | 2,489,446 | $108.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.93% | No change | 1,621,500 | $70.9M |
| LPL Financial LLC | 0.03% | Reduce -1.2% | 1,534,082 | $67.1M |
| Wellington Management Group LLP | 0.01% | Reduce -6.0% | 1,458,378 | $63.7M |
| Flputnam Investment Management Co. | 0.82% | Add +3.6% | 994,462 | $43.5M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.50% | No change | 978,965 | $42.8M |
| Composition Wealth, LLC | 0.83% | Add +3.6% | 945,945 | $41.3M |
| Wells Fargo & Company | 0.01% | Add +16.0% | 856,115 | $37.4M |
| Bank of Montreal | 0.02% | Add +5907.7% | 777,641 | $34.0M |
| Driehaus Capital Management LLC | 0.32% | New | 752,491 | $32.9M |
| UBS Group AG | 0.01% | Reduce -13.5% | 748,493 | $32.7M |
| Money Design Co.,Ltd. | 1.53% | Add +9.3% | 701,865 | $30.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 696,240 | $30.4M |
| New Vernon Capital Holdings II LLC | 11.93% | Add +2833.5% | 509,429 | $22.3M |
| Millburn Ridgefield LLC | 0.52% | Add +10.8% | 489,104 | $21.4M |
| Catalyst Capital Advisors LLC | 0.44% | Add +10.8% | 489,104 | $21.4M |
| Jennison Associates LLC | 0.01% | Reduce -55.2% | 484,478 | $21.2M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -0.7% | 490,973 | $20.3M |
| Ameriprise Financial Inc. | 0.01% | Add +25.4% | 458,509 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -29.9% | 454,024 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -16.3% | 442,693 | $19.4M |
| Venture Visionary Partners LLC | 0.81% | Reduce -12.5% | 439,634 | $19.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3.66% | No change | 336,162 | $14.7M |
| SBI Securities Co., Ltd. | 0.48% | Add +0.5% | 327,439 | $14.3M |
| Citigroup Inc. | 0.01% | Add +52.4% | 324,716 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +35.2% | 317,887 | $13.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +0.6% | 308,130 | $13.5M |
| GenTrust, LLC | 0.62% | Add +0.1% | 295,771 | $12.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.55% | Add +18.7% | 289,676 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.0% | 266,696 | $11.7M |
| Private Advisor Group, LLC | 0.07% | Add +31.7% | 266,499 | $11.6M |
| Trajan Wealth LLC | 0.63% | Add +5.8% | 263,811 | $11.5M |
| Massachusetts Financial Services Co. | 0.00% | No change | 255,551 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -78.3% | 235,566 | $11.1M |
| Old Mission Capital LLC | 0.21% | Reduce -7.3% | 249,524 | $10.9M |
| Summit Trail Advisors, LLC | 0.36% | Add +15.9% | 248,642 | $10.9M |
| Randolph Co Inc | 1.09% | Reduce -1.1% | 212,351 | $9.3M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +2831.2% | 207,590 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +86.8% | 202,057 | $8.8M |
| Cullen Capital Management, LLC | 0.09% | Reduce -37.0% | 181,173 | $7.9M |
| Adapt Wealth Advisors, LLC | 3.63% | Add +21.9% | 170,074 | $7.4M |
| Bulltick Wealth Management, LLC | 1.86% | Add +40.1% | 160,345 | $7.0M |
| Summit Financial, LLC | 0.18% | Add +453.3% | 149,731 | $6.5M |
| Members Advisory Group LLC | 2.52% | Add +0.0% | 137,722 | $6.0M |
| Quadrature Capital Ltd | 0.13% | New | 136,678 | $6.0M |
| Laurel Wealth Planning LLC | 3.93% | Add +14.4% | 135,455 | $5.9M |
| Greenup Street Wealth Management LLC | 1.17% | Reduce -34.0% | 135,214 | $5.9M |
| Barclays PLC | 0.00% | Add +350.2% | 133,285 | $5.8M |
| Flow Traders U.S. LLC | 0.24% | Add +534.3% | 132,373 | $5.8M |
| Carmel Capital Management L.L.C. | 2.29% | Add +1.0% | 129,005 | $5.6M |
| Leibman Financial Services, Inc. | 4.26% | Add +2.9% | 125,352 | $5.5M |
| Provident Co of the Employees of the Hebrew University LTD | 6.19% | No change | 123,446 | $5.4M |
| Glen Eagle Advisors, LLC | 0.73% | Add +0.2% | 101,422 | $4.4M |
| Grey Ledge Advisors, LLC | 1.06% | Add +7.7% | 92,537 | $4.0M |
| Inspire Advisors, LLC | 0.46% | Reduce -27.4% | 91,718 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Add +9.3% | 91,550 | $4.0M |
| Prosperity Consulting Group, LLC | 0.30% | Add +37.5% | 87,714 | $3.8M |
| Level Four Advisory Services, LLC | 0.15% | Add +5.6% | 81,176 | $3.5M |
| Avid Wealth Partners LLC | 2.31% | Add +21.9% | 77,820 | $3.4M |
| Pension & Wealth Management Advisors, Inc. | 1.26% | Add +10.0% | 77,809 | $3.4M |
| Theory Financial LLC | 1.42% | Add +9.4% | 77,159 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.3% | 75,404 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 69,873 | $3.1M |
| Circle Wealth Management, LLC | 0.07% | Add +2.4% | 69,539 | $3.0M |
| Citadel Advisors | 0.00% | Add +81.4% | 65,312 | $2.9M |
| Channel Wealth LLC | 0.89% | Add +17.3% | 65,199 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.3% | 65,183 | $2.8M |
| CoreCap Advisors, LLC | 0.12% | Add +16.2% | 63,279 | $2.8M |
| Ferguson Shapiro LLC | 0.98% | Add +5.0% | 59,981 | $2.6M |
| Sowa Financial Group, Inc. | 1.69% | Add +5.4% | 58,998 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -65.0% | 56,409 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -7.2% | 55,620 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +708.3% | 55,499 | $2.4M |
| Forefront Wealth Management Inc. | 2.20% | Reduce -0.4% | 54,335 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Reduce -7.2% | 54,265 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +115.8% | 53,820 | $2.4M |
| Cohen Klingenstein LLC | 0.08% | No change | 53,600 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Reduce -24.7% | 53,443 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 52,542 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -41.8% | 51,150 | $2.2M |
| Loomis Sayles & Co. L P | 0.00% | Add +425.6% | 48,521 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -5.8% | 45,878 | $2.0M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -41.6% | 45,739 | $2.0M |
| Narus Financial Partners, LLC | 0.64% | Reduce -9.2% | 43,295 | $1.9M |
| Fearless Solutions, LLC dba Best Invest | 1.41% | Reduce -1.6% | 41,408 | $1.8M |
| Trivium Point Advisory, LLC | 0.22% | Reduce -45.1% | 40,753 | $1.8M |
| Stratos Investment Management, LLC | 0.09% | New | 38,976 | $1.7M |
| Millennium Management | 0.00% | Reduce -6.7% | 38,460 | $1.7M |
| RoundAngle Advisors LLC | 1.50% | Add +12.7% | 37,246 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Reduce -8.1% | 36,832 | $1.6M |
| Zacks Investment Management | 0.01% | Add +7.7% | 36,520 | $1.6M |
| HSBC Holdings PLC | 0.00% | No change | 36,272 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.6% | 35,211 | $1.5M |
| Defined Financial Planning LLC | 1.55% | New | 35,182 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -23.8% | 34,995 | $1.5M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.