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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$3.3M
Exits42$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.