Wisdomtree India EarningsEPIETF
13F holders, Q3 2025 (September 30)270holders −25
18new positions
42sold out
2famous investors
$44.20avg. 13F price*
At the end of Q3 2025, 270 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 25 from Q2 2025. 18 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($153.4M), Meitav Investment House Ltd. ($140.3M) and Clal Insurance Enterprises Holdings Ltd ($132.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Wisdomtree India Earnings
- CUSIP
- 97717W422
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.3M |
| Exits | 42 | $63.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,582,942 shares bought and 6,517,989 shares sold, net −3,935,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Morgan Stanley | 0.01% | Reduce -8.4% | 3,471,454 | $153.4M |
| Meitav Investment House Ltd. | 1.85% | Reduce -5.6% | 3,178,209 | $140.3M |
| Clal Insurance Enterprises Holdings Ltd | 1.01% | No change | 3,000,000 | $132.6M |
| Bank of America Corp. | 0.01% | Reduce -8.0% | 2,474,755 | $109.4M |
| Migdal Insurance & Financial Holdings Ltd. | 1.00% | Reduce -16.8% | 2,094,319 | $92.6M |
| LPL Financial LLC | 0.02% | Reduce -0.1% | 1,826,410 | $80.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.64% | No change | 1,621,500 | $71.7M |
| Jane Street Group, LLC | 0.06% | Add +216.8% | 1,113,498 | $49.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.93% | No change | 987,040 | $43.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.7% | 863,591 | $38.2M |
| Composition Wealth, LLC | 0.48% | Reduce -27.5% | 730,373 | $32.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 619,136 | $27.4M |
| CIBC Private Wealth Group LLC | 0.04% | No change | 490,973 | $21.7M |
| Millburn Ridgefield LLC | 0.49% | Add +7.2% | 464,642 | $20.5M |
| Catalyst Capital Advisors LLC | 0.41% | Add +7.2% | 464,642 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.4% | 463,418 | $20.5M |
| UBS Group AG | 0.00% | Reduce -26.2% | 463,082 | $20.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.5% | 458,636 | $20.3M |
| Venture Visionary Partners LLC | 0.69% | Add +1.7% | 451,203 | $19.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +41.9% | 431,972 | $19.1M |
| Citadel Advisors | 0.02% | Add +189.1% | 419,432 | $18.5M |
| Old Mission Capital LLC | 0.66% | Add +2323.9% | 418,458 | $18.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.1% | 348,934 | $15.4M |
| Trajan Wealth LLC | 0.67% | Reduce -0.8% | 348,636 | $15.4M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3.10% | No change | 342,373 | $15.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.1% | 332,647 | $14.7M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 327,804 | $14.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -4.1% | 324,191 | $14.3M |
| New Vernon Capital Holdings II LLC | 6.16% | No change | 302,875 | $13.4M |
| SBI Securities Co., Ltd. | 0.34% | Reduce -3.8% | 297,903 | $13.2M |
| Summit Trail Advisors, LLC | 0.18% | Add +20.1% | 293,067 | $13.0M |
| Citigroup Inc. | 0.01% | Add +195.3% | 284,973 | $12.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.9% | 244,257 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 238,676 | $10.6M |
| Randolph Co Inc | 0.93% | Add +0.3% | 216,485 | $9.6M |
| MML Investors Services, LLC | 0.03% | Add +4.7% | 216,455 | $9.6M |
| Barclays PLC | 0.00% | Add +229.7% | 210,813 | $9.3M |
| GenTrust, LLC | 0.41% | Reduce -56.9% | 205,514 | $9.1M |
| Capital Investment Counsel, LLC | 1.33% | Add +4.4% | 203,973 | $9.0M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +1.8% | 203,228 | $9.0M |
| Bulltick Wealth Management, LLC | 1.67% | Reduce -0.3% | 159,945 | $7.1M |
| Provident Co of the Employees of the Hebrew University LTD | 6.84% | No change | 155,346 | $6.8M |
| Loomis Sayles & Co. L P | 0.01% | Add +58.8% | 144,731 | $6.4M |
| Laurel Wealth Planning LLC | 3.33% | Reduce -1.7% | 142,270 | $6.3M |
| Greenup Street Wealth Management LLC | 0.92% | Reduce -0.9% | 134,974 | $6.0M |
| Carmel Capital Management L.L.C. | 1.75% | Add +0.7% | 130,355 | $5.8M |
| Members Advisory Group LLC | 1.96% | Reduce -10.2% | 125,056 | $5.5M |
| Equitable Holdings, Inc. | 0.03% | Add +13.6% | 107,146 | $4.7M |
| Glen Eagle Advisors, LLC | 0.64% | Reduce -0.0% | 104,170 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.9% | 102,846 | $4.5M |
| Avid Wealth Partners LLC | 2.15% | Add +9.7% | 98,105 | $4.3M |
| Grey Ledge Advisors, LLC | 0.95% | Add +2.2% | 94,636 | $4.2M |
| Inspire Advisors, LLC | 0.40% | Add +3.7% | 93,746 | $4.1M |
| Prosperity Consulting Group, LLC | 0.20% | Add +5.5% | 93,493 | $4.1M |
| Cullen Capital Management, LLC | 0.04% | Reduce -56.1% | 92,145 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +13.1% | 90,547 | $4.0M |
| Meridian Wealth Management, LLC | 0.15% | Add +19.2% | 89,550 | $4.0M |
| Theory Financial LLC | 1.31% | Add +84.3% | 79,769 | $3.7M |
| Circle Wealth Management, LLC | 0.06% | Add +11.8% | 74,339 | $3.3M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +8.1% | 72,874 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.4% | 72,041 | $3.2M |
| SG Americas Securities, LLC | 0.01% | Add +102.1% | 70,199 | $3.1M |
| Atria Investments, Inc | 0.03% | Add +10.1% | 66,270 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.4% | 65,784 | $2.9M |
| Blair William & Co. | 0.01% | Add +3.8% | 61,762 | $2.7M |
| Ferguson Shapiro LLC | 0.87% | Add +1.2% | 60,959 | $2.7M |
| Allworth Financial LP | 0.01% | Reduce -0.7% | 59,181 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +12.9% | 56,769 | $2.5M |
| Forefront Wealth Management Inc. | 1.77% | Reduce -1.5% | 54,613 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +25.6% | 54,230 | $2.4M |
| Cohen Klingenstein LLC | 0.07% | No change | 53,600 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 53,149 | $2.3M |
| Narus Financial Partners, LLC | 0.62% | Add +8.3% | 51,431 | $2.3M |
| Stratos Investment Management, LLC | 0.09% | Reduce -8.1% | 51,414 | $2.3M |
| Sharper & Granite LLC | 0.77% | Add +100.7% | 48,674 | $2.2M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -41.9% | 47,468 | $2.1M |
| Tableaux LLC | 0.81% | Add +16.9% | 45,556 | $2.0M |
| Defined Financial Planning LLC | 1.65% | Add +8.7% | 44,468 | $2.0M |
| Insight Advisors, LLC/ PA | 0.30% | Add +0.5% | 43,663 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.40% | Reduce -86.0% | 41,602 | $1.8M |
| Trivium Point Advisory, LLC | 0.19% | Add +2.3% | 41,114 | $1.8M |
| Zacks Investment Management | 0.01% | Reduce -2.6% | 39,352 | $1.7M |
| RoundAngle Advisors LLC | 1.32% | Add +0.0% | 38,570 | $1.7M |
| Strategic Wealth Investment Group, LLC | 0.14% | Add +937.0% | 38,368 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.7% | 37,035 | $1.6M |
| Channel Wealth LLC | 0.43% | Reduce -46.0% | 36,706 | $1.6M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4.13% | No change | 33,076 | $1.5M |
| Jennison Associates LLC | 0.00% | Reduce -45.3% | 32,336 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -68.2% | 31,397 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.0% | 29,930 | $1.3M |
| Chapman Financial Group, LLC | 0.89% | Add +7.0% | 29,065 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Reduce -0.9% | 29,045 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 28,876 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.0% | 27,742 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +75.1% | 27,192 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | No change | 26,884 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -10.7% | 26,666 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 26,491 | $1.2M |
| Beacon Financial Advisory LLC | 0.26% | Add +1.5% | 25,543 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.3% | 24,524 | $1.1M |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.