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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$48.5M
Exits57$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
SG Americas Securities, LLC 0.01% Add +66.2% 34,829 $1.5M
Crown Wealth Group, LLC 0.78% Reduce -31.3% 34,312 $1.5M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5.87% No change 33,076 $1.4M
PCG Wealth Advisors, LLC 0.49% Reduce -1.9% 32,365 $1.4M
IHT Wealth Management, LLC 0.04% Add +34.9% 29,771 $1.3M
Independent Financial Group, LLC 0.04% Add +18.7% 29,294 $1.3M
PKS Advisory Services, LLC 0.34% Add +3.4% 28,390 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -81.3% 25,807 $1.1M
Mariner, LLC 0.00% Add +25.9% 25,502 $1.1M
Tableaux LLC 0.79% Add +41.5% 25,067 $1.1M
Calton & Associates, Inc. 0.25% Add +219.8% 24,901 $1.1M
Naples Global Advisors, LLC 0.10% No change 24,229 $1.1M
Viewpoint Capital Management LLC 0.56% No change 23,972 $1.0M
Bank of Nova Scotia 0.00% Add +52.0% 23,790 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.0% 23,652 $1.0M
Jane Street Group, LLC 0.00% Reduce -99.2% 23,550 $1.0M
JPL Wealth Management, LLC 0.28% Add +17.9% 22,480 $983K
Capital Investment Counsel, LLC 0.16% Add +3.5% 22,478 $983K
Beacon Financial Advisory LLC 0.30% Add +3.5% 22,451 $981K
Pachira Investments Inc. 0.68% Reduce -22.4% 22,395 $974K
Itau Unibanco Holding S.A. 0.04% No change 22,000 $962K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 22,000 $957K
Stratos Wealth Advisors, LLC 0.05% Add +313.0% 21,598 $944K
Caprock Group, LLC 0.03% Add +113.2% 21,376 $934K
Merit Financial Group, LLC 0.01% Reduce -13.9% 21,309 $931K
William Blair Investment Management, LLC 0.00% No change 21,000 $918K
Lowe Wealth Advisors, LLC 0.39% Add +4.7% 20,924 $915K
Savant Capital, LLC 0.01% Reduce -0.9% 20,565 $899K
Smartleaf Asset Management LLC 0.08% New 20,230 $880K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -84.6% 20,068 $877K
Sanctuary Advisors, LLC 0.01% Add +79.4% 19,334 $845K
Insight Advisors, LLC/ PA 0.15% New 19,165 $838K
Verity Asset Management, Inc. 0.34% Add +0.9% 19,115 $836K
Oxinas Partners, LLC 0.48% New 18,772 $821K
Sharper & Granite LLC 0.33% Reduce -8.3% 18,430 $806K
Lifestyle Asset Management, Inc. 0.44% Reduce -58.9% 18,264 $798K
NewEdge Advisors, LLC 0.00% Reduce -47.8% 18,212 $796K
Cascade Financial Partners, LLC 0.10% Reduce -19.1% 17,750 $776K
Jones Financial Companies LLLP 0.00% Add +49.5% 17,757 $772K
Brown Advisory Inc. 0.00% Add +12.0% 17,263 $755K
Sweeney & Michel, LLC 0.31% — 17,263 $713K
NorthCoast Asset Management LLC 0.00% Add +0.0% 15,591 $681K
Perigon Wealth Management, LLC 0.02% Add +19.5% 15,311 $669K
Creative Planning 0.00% Reduce -29.9% 15,085 $659K
Afg Fiduciary Services Limited Partnership 0.48% Add +65.4% 15,272 $658K
Steward Partners Investment Advisory, LLC 0.01% Reduce -17.3% 14,822 $648K
Silvercrest Asset Management Group LLC 0.00% No change 13,700 $599K
Byrne Financial Freedom, LLC 0.34% Add +5.0% 13,576 $593K
Janney Montgomery Scott LLC 0.00% Reduce -58.9% 13,576 $593K
Valeo Financial Advisors, LLC 0.02% Add +5.3% 13,470 $589K
Tudor Investment Corporation 0.01% Reduce -38.8% 13,327 $583K
Simplex Trading, LLC 0.02% New 13,286 $580K
Neuberger Berman Group LLC 0.00% Add +57.1% 13,211 $577K
Harbour Capital Advisors, LLC 0.14% No change 13,263 $577K
Comerica Bank 0.00% Reduce -43.2% 13,181 $576K
Baldwin Wealth Partners LLC 0.04% No change 13,070 $571K
Ascentis Independent Advisors 0.11% Add +11.4% 13,044 $570K
PNC Financial Services Group, Inc. 0.00% No change 12,838 $561K
Meridian Wealth Management, LLC 0.03% New 12,835 $561K
Lanark Financial, Inc. 0.05% — 12,755 $557K
Moors & Cabot, Inc. 0.03% Reduce -4.8% 12,394 $542K
Principal Securities, Inc. 0.01% No change 11,327 $513K
Csenge Advisory Group 0.03% Reduce -62.9% 11,366 $501K
Kingswood Wealth Advisors, LLC 0.05% Reduce -3.0% 11,418 $499K
Gsa Capital Partners LLP 0.04% New 11,305 $494K
Insigneo Advisory Services, LLC 0.05% Reduce -27.4% 11,297 $494K
Arrowstreet Capital, Limited Partnership 0.00% Add +25.2% 11,154 $488K
Compound Planning, Inc. 0.02% Add +52.9% 11,087 $485K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.0% 10,939 $480K
Gateway Wealth Partners, LLC 0.11% Reduce -11.5% 10,704 $468K
Wolverine Trading, LLC 0.01% Add +71.9% 10,706 $465K
Mutual Advisors, LLC 0.01% New 10,351 $464K
Hamilton Wealth, LLC 0.11% Add +36.9% 10,526 $460K
BigSur Wealth Management LLC 0.12% No change 10,000 $437K
Riverview Capital Advisers, LLC 0.14% New 9,955 $435K
BNP Paribas Financial Markets 0.00% Add +36.5% 9,926 $434K
PFG Advisors 0.02% Reduce -56.0% 9,727 $425K
VestGen Advisors, LLC 0.02% — 9,496 $415K
Idaho Trust Co 0.17% Reduce -1.0% 9,410 $411K
Portland Global Advisors LLC 0.05% Reduce -60.9% 9,380 $410K
Financial Advocates Investment Management 0.03% Add +13.9% 9,242 $404K
GHP Investment Advisors, Inc. 0.02% No change 9,207 $402K
Western Wealth Management, LLC 0.03% Add +8.2% 9,105 $398K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 9,102 $398K
Sigma Planning Corp 0.01% Reduce -3.4% 9,037 $395K
HRT Financial LP 0.00% Add +98.3% 9,027 $394K
DF Dent & Co. Inc. 0.01% No change 9,000 $393K
Peak Financial Management, Inc. 0.12% Reduce -0.3% 8,873 $388K
Prospect Financial Services LLC 0.21% Reduce -6.4% 8,841 $386K
Baird Financial Group, Inc. 0.00% Reduce -87.8% 8,821 $386K
Barometer Capital Management Inc. 0.14% Reduce -39.3% 8,800 $385K
Pathstone Holdings, LLC 0.00% Add +5.9% 8,667 $379K
Mercer Global Advisors Inc. 0.00% Add +24.6% 8,619 $377K
Diversified Trust Co. 0.01% No change 8,560 $374K
Peak Planning Group, LLC 0.15% Reduce -58.1% 8,360 $365K
Harbour Investment Management LLC 0.17% Add +13.8% 8,347 $365K
HighTower Advisors, LLC 0.00% Reduce -88.2% 8,262 $361K
Cosner Financial Group, LLC 0.22% Reduce -0.8% 8,195 $358K
Capital Investment Advisory Services, LLC 0.03% New 7,900 $345K
Northern Trust Corp. 0.00% No change 7,900 $345K
Harbor Investment Advisory, LLC 0.03% Reduce -42.5% 7,855 $343K
UMB Bank, n.a. 0.01% No change 7,434 $325K
Patten Group, Inc. 0.07% Reduce -40.7% 7,381 $323K
Captrust Financial Advisors 0.00% Add +1.8% 7,033 $307K
IFP Advisors, Inc 0.01% Add +351.0% 6,937 $303K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +16.1% 6,867 $300K
Clearstead Advisors, LLC 0.00% Reduce -47.2% 6,858 $300K
Dynamic Advisor Solutions LLC 0.01% New 6,837 $299K
Ausdal Financial Partners, Inc. 0.02% Reduce -44.9% 6,738 $295K
Tyler-Stone Wealth Management 0.05% Add +17.0% 6,729 $294K
Asset Management One Co., Ltd. 0.00% Reduce -0.9% 6,687 $292K
Cresset Asset Management, LLC 0.00% New 6,658 $291K
Crewe Advisors LLC 0.04% Reduce -41.8% 6,650 $291K
Alterna Wealth Management, Inc. 0.22% No change 6,504 $284K
Pettinga Financial Advisors LLC 0.07% Reduce -3.0% 6,350 $278K
Eagle Harbor Asset Management Inc. 0.28% No change 6,313 $276K
Smith, Moore & Co. 0.03% New 6,249 $273K
Great Valley Advisor Group, Inc. 0.01% Reduce -97.0% 6,237 $273K
Assetmark, Inc. 0.00% Reduce -99.2% 6,155 $269K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -14.7% 5,798 $253K
TD Waterhouse Canada Inc. 0.00% No change 5,755 $250K
Procyon Advisors, LLC 0.01% Add +1.8% 5,652 $247K
DGS Capital Management, LLC 0.06% Reduce -46.4% 5,454 $238K
Dunhill Financial, LLC 0.11% No change 5,452 $238K
Cibc World Market Inc. 0.00% Add +6.5% 5,268 $230K
Sava Infond d.o.o. 0.04% Reduce -70.8% 5,000 $219K
FWL Investment Management, LLC 0.08% Add +10.1% 4,975 $217K
FMR LLC 0.00% Reduce -10.2% 4,802 $210K
Sequoia Financial Advisors, LLC 0.00% Reduce -12.0% 4,772 $209K
Apollon Wealth Management, LLC 0.00% Reduce -16.9% 4,618 $202K
Private Trust Co. NA 0.02% Add +17.4% 4,564 $199K
Rosenberg Matthew Hamilton 0.05% No change 4,345 $190K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,100 $179K
Harbour Investments, Inc. 0.00% Add +296.2% 3,542 $155K
Ramirez Asset Management, Inc. 0.03% No change 3,250 $142K
Sage Mountain Advisors LLC 0.01% No change 3,205 $140K
Aptus Capital Advisors, LLC 0.00% Add +78.8% 3,003 $131K
Islay Capital Management, LLC 0.09% No change 3,000 $131K
Hanson & Doremus Investment Management 0.02% No change 2,665 $116K
Glenmede Trust Co. NA 0.00% No change 2,343 $102K
Lindbrook Capital, LLC 0.01% No change 2,270 $99K
CENTRAL TRUST Co 0.00% No change 1,795 $78K
Global Trust Asset Management, LLC 0.04% Reduce -73.7% 1,500 $66K
Murphy & Mullick Capital Management Corp 0.06% No change 1,358 $59K
US Bancorp \de 0.00% Reduce -15.3% 1,330 $58K
Russell Investments Group, Ltd. 0.00% New 1,319 $58K
Qube Research & Technologies Ltd 0.00% Add +403.2% 1,248 $55K
National Bank of Canada 0.00% No change 1,055 $46K
Evelyn Partners Investment Management LLP 0.00% No change 1,000 $44K
Atticus Wealth Management, LLC 0.01% Reduce -72.6% 976 $43K
EverSource Wealth Advisors, LLC 0.00% No change 956 $42K
Tortoise Investment Management, LLC 0.00% No change 940 $41K
Bogart Wealth, LLC 0.00% No change 838 $37K
Parallel Advisors, LLC 0.00% Add +0.1% 818 $36K
Rothschild Investment LLC 0.00% No change 800 $35K
Continuum Advisory, LLC 0.00% No change 700 $31K
Group One Trading LLC 0.00% Reduce -84.8% 634 $28K
Breakwater Investment Management 0.01% No change 621 $27K
Lazard Asset Management LLC 0.00% New 600 $26K
SRH Advisors, LLC 0.01% No change 565 $25K
Farther Finance Advisors, LLC 0.00% Reduce -25.6% 555 $24K
Parkside Financial Bank & Trust 0.00% No change 539 $24K
ORG Partners LLC 0.01% Add +30.0% 520 $23K
Allworth Financial LP 0.00% No change 481 $22K
TruNorth Capital Management, LLC 0.01% No change 500 $22K
Sunbelt Securities, Inc. 0.00% No change 498 $22K
Tower Research Capital LLC (TRC) 0.00% New 475 $21K
Caldwell Sutter Capital, Inc. 0.01% Add +18.9% 440 $19K
Key Financial Inc 0.00% No change 437 $19K
Hexagon Capital Partners LLC 0.00% Add +3.2% 417 $18K
Blue Trust, Inc. 0.00% Add +52.6% 383 $17K
AE Wealth Management LLC 0.00% Reduce -64.4% 371 $16K
Atala Financial Inc 0.01% No change 355 $16K
Kiker Wealth Management, LLC 0.01% New 345 $15K
MAI Capital Management 0.00% Reduce -87.1% 335 $15K
Larson Financial Group LLC 0.00% New 332 $15K
Garde Capital, Inc. 0.00% New 283 $12K
Federation des caisses Desjardins du Quebec 0.00% Add +115.4% 280 $12K
Runnymede Capital Advisors, Inc. 0.01% Reduce -30.8% 250 $11K
Washington Trust Advisors, Inc. 0.00% No change 212 $9K
Cwm, LLC 0.00% No change 200 $9K
Investment Research & Advisory Group, Inc. 0.00% No change 200 $9K
Medallion Wealth Advisors, LLC 0.00% Add +9.4% 186 $8K
O'shaughnessy Asset Management, LLC 0.00% Reduce -87.9% 173 $8K
Spire Wealth Management 0.00% No change 170 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $7K
PSI Advisors, LLC 0.00% No change 125 $5K
FNY Investment Advisers, LLC 0.00% Reduce -82.3% 132 $5K
Geneos Wealth Management Inc. 0.00% No change 100 $4K
NorthRock Partners, LLC 0.00% New 95 $4K
First Community Trust NA 0.00% No change 78 $3K
AdvisorNet Financial, Inc 0.00% New 57 $2K
Covestor Ltd 0.00% New 38 $2K
Legacy Wealth Managment, LLC 0.00% No change 38 $2K
Tidemark, LLC 0.00% No change 37 $2K
IAG Wealth Partners, LLC 0.00% New 26 $1K
Biltmore Family Office, LLC 0.00% No change 20 $874
Washington Growth Strategies LLC 0.58% — 44 $650

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