Wisdomtree India EarningsEPIETF
13F holders, Q3 2025 (September 30)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 |
| Clearstead Advisors, LLC | 0.02% | No change | 24,438 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | No change | 24,229 | $1.1M |
| Lowe Wealth Advisors, LLC | 0.39% | Add +4.4% | 24,112 | $1.1M |
| JPL Wealth Management, LLC | 0.25% | Reduce -0.9% | 24,025 | $1.1M |
| Viewpoint Capital Management LLC | 0.47% | No change | 23,972 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 23,816 | $1.0M |
| Itau Unibanco Holding S.A. | 0.04% | Add +7.3% | 23,600 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Add +4415.9% | 22,489 | $994K |
| Bank of Nova Scotia | 0.00% | Reduce -4.1% | 22,410 | $990K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 22,000 | $972K |
| Baird Financial Group, Inc. | 0.00% | New | 21,946 | $970K |
| Oxinas Partners, LLC | 0.52% | Add +15.2% | 21,912 | $969K |
| Smartleaf Asset Management LLC | 0.06% | Add +6.0% | 21,609 | $955K |
| Caprock Group, LLC | 0.02% | — | 21,376 | $936K |
| William Blair Investment Management, LLC | 0.00% | No change | 21,000 | $928K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.4% | 20,972 | $927K |
| Creative Planning | 0.00% | Add +36.7% | 20,833 | $921K |
| Sweeney & Michel, LLC | 0.31% | Add +6.9% | 20,420 | $915K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.6% | 20,198 | $906K |
| Savant Capital, LLC | 0.01% | Reduce -1.2% | 20,347 | $899K |
| NewEdge Advisors, LLC | 0.00% | Add +15.1% | 19,621 | $867K |
| Verity Asset Management, Inc. | 0.28% | Add +2.9% | 19,454 | $860K |
| Afg Fiduciary Services Limited Partnership | 0.48% | Reduce -4.6% | 18,455 | $820K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.5% | 17,962 | $794K |
| Csenge Advisory Group | 0.04% | Add +100.2% | 17,663 | $781K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Reduce -79.1% | 17,020 | $752K |
| BNP Paribas Financial Markets | 0.00% | Add +145.4% | 16,973 | $750K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.5% | 16,589 | $733K |
| Pachira Investments Inc. | 0.39% | Reduce -30.9% | 15,551 | $687K |
| Washington Growth Strategies LLC | 0.47% | No change | 14,882 | $658K |
| Lanark Financial, Inc. | 0.05% | Add +11.5% | 14,507 | $641K |
| Sowa Financial Group, Inc. | 0.36% | No change | 14,442 | $638K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.7% | 14,418 | $637K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +28.4% | 14,150 | $625K |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 14,045 | $621K |
| Insigneo Advisory Services, LLC | 0.04% | Add +0.2% | 13,754 | $608K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 13,700 | $606K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -14.7% | 13,600 | $601K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.6% | 13,483 | $596K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 13,263 | $595K |
| Corient Private Wealth LP | 0.00% | New | 13,451 | $595K |
| Neuberger Berman Group LLC | 0.00% | No change | 13,211 | $584K |
| Ascentis Independent Advisors | 0.10% | Add +0.7% | 13,117 | $580K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 13,070 | $578K |
| Comerica Bank | 0.00% | Reduce -5.5% | 12,764 | $564K |
| Mercer Global Advisors Inc. | 0.00% | Add +77.8% | 12,441 | $550K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -77.7% | 11,104 | $491K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.4% | 10,806 | $478K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.4% | 10,079 | $469K |
| IFP Advisors, Inc | 0.01% | Add +2.8% | 10,419 | $461K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 10,347 | $457K |
| Blue Zone Wealth Advisors, LLC | 0.09% | New | 10,150 | $449K |
| BigSur Wealth Management LLC | 0.11% | No change | 10,000 | $442K |
| Sigma Planning Corp | 0.01% | Add +3.9% | 9,676 | $428K |
| D.A. Davidson & Co. | 0.00% | New | 9,566 | $423K |
| Moors & Cabot, Inc. | 0.02% | Reduce -23.0% | 9,558 | $422K |
| VestGen Advisors, LLC | 0.01% | Reduce -7.0% | 9,417 | $416K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 9,052 | $400K |
| DF Dent & Co. Inc. | 0.01% | No change | 9,000 | $398K |
| Northern Trust Corp. | 0.00% | No change | 8,923 | $394K |
| Riverview Capital Advisers, LLC | 0.11% | No change | 8,855 | $391K |
| Peak Financial Management, Inc. | 0.10% | Reduce -0.3% | 8,848 | $391K |
| Byrne Financial Freedom, LLC | 0.19% | Reduce -32.2% | 8,823 | $390K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -48.6% | 8,736 | $386K |
| Prospect Financial Services LLC | 0.22% | Reduce -1.6% | 8,702 | $385K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.9% | 8,667 | $383K |
| Diversified Trust Co. | 0.01% | No change | 8,560 | $378K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 8,500 | $376K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.4% | 8,244 | $364K |
| Legacy PCG, LLC | 0.22% | Add +4.6% | 8,229 | $364K |
| Exit Wealth Advisors, LLC. | 0.24% | — | 8,110 | $358K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 8,104 | $358K |
| Cosner Financial Group, LLC | 0.19% | Reduce -0.1% | 8,078 | $357K |
| Summit Financial, LLC | 0.01% | Reduce -74.1% | 7,976 | $353K |
| Harbour Investment Management LLC | 0.15% | Reduce -3.9% | 7,824 | $346K |
| Portland Global Advisors LLC | 0.04% | Reduce -13.1% | 7,435 | $329K |
| Ameraudi Asset Management, Inc. | 0.19% | Reduce -6.4% | 7,280 | $322K |
| UMB Bank, n.a. | 0.00% | Reduce -2.4% | 7,258 | $321K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -6.5% | 7,150 | $316K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -27.3% | 7,120 | $315K |
| Procyon Advisors, LLC | 0.02% | Add +7.7% | 6,962 | $308K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Reduce -1.1% | 6,867 | $304K |
| Crewe Advisors LLC | 0.03% | No change | 6,650 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,423 | $284K |
| Eagle Harbor Asset Management Inc. | 0.24% | No change | 6,313 | $279K |
| Pettinga Financial Advisors LLC | 0.05% | Reduce -2.4% | 6,200 | $274K |
| Tudor Investment Corporation | 0.00% | Reduce -78.0% | 6,200 | $274K |
| Merit Financial Group, LLC | 0.00% | Reduce -71.8% | 6,199 | $274K |
| PCG Wealth Advisors, LLC | 0.08% | Reduce -80.6% | 6,115 | $270K |
| Assetmark, Inc. | 0.00% | Add +21.1% | 5,938 | $262K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -80.1% | 5,755 | $256K |
| FMR LLC | 0.00% | Add +20.1% | 5,624 | $249K |
| Cibc World Market Inc. | 0.00% | Reduce -76.6% | 5,479 | $242K |
| Dunhill Financial, LLC | 0.08% | No change | 5,452 | $241K |
| DGS Capital Management, LLC | 0.04% | Reduce -0.1% | 5,450 | $241K |
| Flputnam Investment Management Co. | 0.00% | Reduce -99.3% | 5,368 | $237K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +4.5% | 5,351 | $237K |
| E&G Advisors, LLC | 0.05% | New | 5,155 | $228K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.5% | 4,849 | $225K |
| Sava Infond d.o.o. | 0.03% | No change | 5,000 | $221K |
| RFG Advisory, LLC | 0.00% | Add +1.0% | 4,901 | $217K |
| Private Trust Co. NA | 0.02% | Reduce -3.7% | 4,735 | $209K |
| Harbour Investments, Inc. | 0.00% | Add +20.6% | 4,713 | $208K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +85300.0% | 4,270 | $189K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,100 | $181K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -3.2% | 4,094 | $181K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,722 | $165K |
| FWL Investment Management, LLC | 0.04% | Reduce -23.8% | 3,456 | $153K |
| Global Trust Asset Management, LLC | 0.07% | Add +26.2% | 3,440 | $152K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 3,200 | $141K |
| Islay Capital Management, LLC | 0.08% | No change | 3,000 | $133K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,665 | $118K |
| Cwm, LLC | 0.00% | Add +1198.5% | 2,597 | $115K |
| Glenmede Investment Management, LP | 0.00% | No change | 2,343 | $104K |
| Trust Co. of Toledo NA | 0.01% | New | 2,158 | $95K |
| Bank of Montreal | 0.00% | Reduce -99.8% | 2,132 | $94K |
| Financial Consulate, Inc. | 0.01% | New | 1,500 | $66K |
| MAI Capital Management | 0.00% | Add +616.5% | 1,433 | $63K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 1,358 | $60K |
| US Bancorp \de | 0.00% | No change | 1,330 | $59K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,319 | $58K |
| Turning Point Benefit Group, Inc. | 0.03% | New | 1,287 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -50.8% | 1,229 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +120.7% | 1,225 | $54K |
| Advisory Services Network, LLC | 0.00% | New | 1,088 | $48K |
| National Bank of Canada | 0.00% | No change | 1,055 | $47K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 1,000 | $44K |
| Tortoise Investment Management, LLC | 0.00% | No change | 940 | $42K |
| Simplex Trading, LLC | 0.00% | Reduce -41.5% | 891 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.2% | 800 | $35K |
| Wealthspire Advisors, LLC | 0.00% | New | 662 | $29K |
| Breakwater Investment Management | 0.01% | No change | 621 | $27K |
| SRH Advisors, LLC | 0.01% | No change | 565 | $25K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 509 | $22K |
| TruNorth Capital Management, LLC | 0.00% | No change | 500 | $22K |
| AE Wealth Management LLC | 0.00% | Add +29.1% | 479 | $21K |
| Signaturefd, LLC | 0.00% | New | 450 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 448 | $20K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.8% | 438 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -4.4% | 435 | $19K |
| Principal Securities, Inc. | 0.00% | Reduce -52.1% | 408 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 362 | $16K |
| ORG Partners LLC | 0.00% | Reduce -70.8% | 345 | $15K |
| AlphaCore Capital LLC | 0.00% | New | 300 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 212 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 205 | $9K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 200 | $9K |
| Spire Wealth Management | 0.00% | Add +17.6% | 200 | $9K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 200 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 186 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 158 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.2% | 106 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -87.8% | 102 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| First Horizon Corp. | 0.00% | — | 95 | $4K |
| Kelleher Financial Advisors | 0.00% | New | 89 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 80 | $4K |
| First Community Trust NA | 0.00% | No change | 78 | $3K |
| Covestor Ltd | 0.00% | Add +28.9% | 58 | $3K |
| Davis Capital Management | 0.00% | — | 64 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 49 | $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% | No change | 26 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 32 | $1K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $884 |
| North Capital, Inc. | 0.00% | Reduce -99.9% | 1 | $44 |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.