Wisdomtree India EarningsEPIETF
13F holders, Q2 2025 (June 30)295holders −3
26new positions
31sold out
4famous investors
$47.43avg. 13F price*
At the end of Q2 2025, 295 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 3 from Q1 2025. 26 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($179.9M), Meitav Investment House Ltd. ($159.9M) and Clal Insurance Enterprises Holdings Ltd ($142.4M). 4 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $11.2M |
| Exits | 31 | $75.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,995,178 shares bought and 6,991,594 shares sold, net −2,996,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| Morgan Stanley | 0.01% | Add +16.2% | 3,789,452 | $179.9M |
| Meitav Investment House Ltd. | 2.16% | Add +1.4% | 3,367,899 | $159.9M |
| Clal Insurance Enterprises Holdings Ltd | 1.40% | No change | 3,000,000 | $142.4M |
| Bank of America Corp. | 0.01% | Add +8.1% | 2,689,972 | $127.7M |
| Migdal Insurance & Financial Holdings Ltd. | 1.42% | Reduce -1.8% | 2,515,670 | $119.4M |
| LPL Financial LLC | 0.03% | Add +19.1% | 1,827,793 | $86.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.88% | No change | 1,621,500 | $77.0M |
| Bank of Montreal | 0.03% | Add +54.8% | 1,203,951 | $57.2M |
| Composition Wealth, LLC | 0.80% | Add +6.5% | 1,007,601 | $47.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3.39% | Add +0.8% | 987,040 | $46.9M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 897,060 | $42.6M |
| Flputnam Investment Management Co. | 0.64% | Reduce -20.6% | 789,116 | $37.5M |
| Money Design Co.,Ltd. | 1.77% | Add +7.4% | 753,862 | $35.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 743,712 | $35.3M |
| UBS Group AG | 0.01% | Reduce -16.2% | 627,216 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Add +16.9% | 517,389 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | No change | 490,973 | $23.3M |
| GenTrust, LLC | 1.07% | Add +61.1% | 476,510 | $22.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.2% | 459,561 | $21.8M |
| Venture Visionary Partners LLC | 0.79% | Add +0.9% | 443,534 | $21.1M |
| Millburn Ridgefield LLC | 0.50% | Reduce -11.4% | 433,341 | $20.6M |
| Catalyst Capital Advisors LLC | 0.42% | Reduce -11.4% | 433,341 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.9% | 422,628 | $20.1M |
| Jane Street Group, LLC | 0.03% | Add +1392.5% | 351,484 | $16.7M |
| Trajan Wealth LLC | 0.82% | Add +33.2% | 351,278 | $16.7M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3.57% | Add +1.9% | 342,373 | $16.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +9.8% | 338,167 | $16.1M |
| Private Advisor Group, LLC | 0.09% | Add +24.9% | 332,876 | $15.8M |
| SBI Securities Co., Ltd. | 0.42% | Reduce -5.5% | 309,596 | $14.7M |
| BlackRock, Inc. | 0.00% | Reduce -88.1% | 309,472 | $14.7M |
| Massachusetts Financial Services Co. | 0.00% | Add +19.1% | 304,460 | $14.5M |
| New Vernon Capital Holdings II LLC | 6.90% | Reduce -40.5% | 302,875 | $14.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 301,985 | $14.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.54% | Add +2.3% | 296,285 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.7% | 287,137 | $13.6M |
| Summit Trail Advisors, LLC | 0.20% | Reduce -1.9% | 244,041 | $11.6M |
| Randolph Co Inc | 1.05% | Add +1.7% | 215,904 | $10.2M |
| Cullen Capital Management, LLC | 0.11% | Add +15.9% | 210,075 | $10.0M |
| MML Investors Services, LLC | 0.03% | Add +2.3% | 206,741 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -3.8% | 199,696 | $9.5M |
| Capital Investment Counsel, LLC | 1.44% | Add +769.2% | 195,374 | $9.3M |
| Hamilton Wealth, LLC | 1.95% | Add +1645.3% | 183,709 | $8.7M |
| Adapt Wealth Advisors, LLC | 3.65% | Add +1.1% | 171,999 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -27.4% | 170,898 | $8.1M |
| Bulltick Wealth Management, LLC | 1.88% | No change | 160,345 | $7.6M |
| Provident Co of the Employees of the Hebrew University LTD | 7.35% | Add +25.8% | 155,346 | $7.4M |
| Citadel Advisors | 0.01% | Add +122.1% | 145,062 | $6.9M |
| Laurel Wealth Planning LLC | 3.91% | Add +6.8% | 144,719 | $6.9M |
| Members Advisory Group LLC | 2.48% | Add +1.1% | 139,201 | $6.6M |
| Greenup Street Wealth Management LLC | 1.13% | Add +0.8% | 136,256 | $6.5M |
| Carmel Capital Management L.L.C. | 2.07% | Add +0.3% | 129,405 | $6.1M |
| Leibman Financial Services, Inc. | 4.62% | Add +1.0% | 126,595 | $6.0M |
| Glen Eagle Advisors, LLC | 0.76% | Add +2.7% | 104,177 | $4.9M |
| Park Avenue Securities LLC | 0.04% | Add +7.8% | 98,697 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -70.3% | 96,485 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +84.5% | 94,355 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +64.5% | 92,767 | $4.4M |
| Grey Ledge Advisors, LLC | 1.08% | Add +0.1% | 92,611 | $4.4M |
| Driehaus Capital Management LLC | 0.03% | Reduce -87.9% | 91,206 | $4.3M |
| Loomis Sayles & Co. L P | 0.01% | Add +87.8% | 91,131 | $4.3M |
| Inspire Advisors, LLC | 0.45% | Reduce -1.4% | 90,389 | $4.3M |
| Avid Wealth Partners LLC | 2.43% | Add +15.0% | 89,461 | $4.2M |
| Prosperity Consulting Group, LLC | 0.31% | Add +1.0% | 88,580 | $4.2M |
| Level Four Advisory Services, LLC | 0.14% | Add +0.7% | 81,736 | $3.9M |
| Pension & Wealth Management Advisors, Inc. | 1.30% | Add +4.9% | 81,603 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +22.8% | 80,063 | $3.8M |
| Flow Traders U.S. LLC | 0.14% | Reduce -40.9% | 78,222 | $3.7M |
| Meridian Wealth Management, LLC | 0.15% | Add +485.2% | 75,106 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.2% | 69,024 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.6% | 68,176 | $3.2M |
| Channel Wealth LLC | 0.91% | Add +4.3% | 67,970 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +885.9% | 67,404 | $3.2M |
| Circle Wealth Management, LLC | 0.07% | Reduce -4.4% | 66,489 | $3.2M |
| Crown Wealth Group, LLC | 1.18% | Add +92.3% | 65,987 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +19.4% | 64,246 | $3.0M |
| Barclays PLC | 0.00% | Reduce -52.0% | 63,937 | $3.0M |
| Ferguson Shapiro LLC | 0.96% | Add +0.5% | 60,256 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +8.5% | 60,216 | $2.9M |
| Allworth Financial LP | 0.01% | Add +12284.4% | 59,569 | $2.8M |
| Blair William & Co. | 0.01% | Add +7.0% | 59,490 | $2.8M |
| Jennison Associates LLC | 0.00% | Reduce -87.8% | 59,079 | $2.8M |
| Stratos Investment Management, LLC | 0.12% | Add +43.6% | 55,960 | $2.7M |
| Forefront Wealth Management Inc. | 2.11% | Add +2.0% | 55,423 | $2.6M |
| Cohen Klingenstein LLC | 0.08% | No change | 53,600 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -4.4% | 51,882 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 51,595 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.9% | 50,267 | $2.4M |
| Narus Financial Partners, LLC | 0.70% | Add +9.7% | 47,487 | $2.3M |
| Quadrature Capital Ltd | 0.04% | Reduce -65.3% | 47,376 | $2.2M |
| Insight Advisors, LLC/ PA | 0.33% | Add +126.8% | 43,463 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +23.3% | 43,159 | $2.0M |
| Fearless Solutions, LLC dba Best Invest | 1.37% | Reduce -0.4% | 41,261 | $2.0M |
| Strategic Financial Concepts, LLC | 0.28% | New | 41,259 | $2.0M |
| Theory Financial LLC | 0.73% | Reduce -43.9% | 43,292 | $1.9M |
| Zacks Investment Management | 0.02% | Add +10.7% | 40,419 | $1.9M |
| Defined Financial Planning LLC | 1.70% | Add +16.2% | 40,896 | $1.9M |
| Trivium Point Advisory, LLC | 0.21% | Reduce -1.4% | 40,177 | $1.9M |
| Tableaux LLC | 1.06% | Add +55.5% | 38,986 | $1.9M |
| RoundAngle Advisors LLC | 1.53% | Add +3.5% | 38,553 | $1.8M |
| Millennium Management | 0.00% | Reduce -2.8% | 37,391 | $1.8M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.