Wisdomtree India EarningsEPIETF
13F holders, Q4 2025 (December 31)292holders +22
33new positions
23sold out
4famous investors
$46.29avg. 13F price*
At the end of Q4 2025, 292 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, up 22 from Q3 2025. 33 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($148.5M), Meitav Investment House Ltd. ($147.1M) and Clal Insurance Enterprises Holdings Ltd ($138.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree India Earnings
- CUSIP
- 97717W422
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $26.9M |
| Exits | 23 | $25.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,018,891 shares bought and 4,368,492 shares sold, net −2,349,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Morgan Stanley | 0.01% | Reduce -7.6% | 3,207,457 | $148.5M |
| Meitav Investment House Ltd. | 1.70% | No change | 3,178,209 | $147.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.90% | No change | 3,000,000 | $138.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.83% | Reduce -0.4% | 2,086,319 | $96.6M |
| LPL Financial LLC | 0.02% | Add +0.8% | 1,840,160 | $85.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.65% | No change | 1,621,500 | $75.1M |
| Bank of America Corp. | 0.00% | Reduce -41.2% | 1,454,105 | $67.3M |
| JPMorgan Chase & Co. | 0.00% | Add +77.3% | 1,097,416 | $50.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.98% | No change | 987,040 | $45.7M |
| Wells Fargo & Company | 0.01% | Reduce -11.7% | 762,199 | $35.3M |
| Composition Wealth, LLC | 0.46% | Reduce -6.0% | 686,162 | $31.8M |
| Old Mission Capital LLC | 0.94% | Add +25.7% | 525,859 | $24.3M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -0.3% | 489,592 | $22.7M |
| Venture Visionary Partners LLC | 0.68% | Add +0.1% | 451,781 | $20.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.1% | 444,429 | $20.6M |
| Millburn Ridgefield LLC | 0.49% | Reduce -5.2% | 440,569 | $20.4M |
| Catalyst Capital Advisors LLC | 0.42% | Reduce -5.2% | 440,569 | $20.4M |
| Private Advisor Group, LLC | 0.09% | Add +28.8% | 428,514 | $19.8M |
| UBS Group AG | 0.00% | Reduce -14.8% | 394,692 | $18.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +20.3% | 389,934 | $18.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -20.6% | 364,151 | $16.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 359,728 | $16.7M |
| Trajan Wealth LLC | 0.68% | Add +0.7% | 351,208 | $16.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3.11% | No change | 342,373 | $15.8M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 333,919 | $15.5M |
| SBI Securities Co., Ltd. | 0.38% | Add +7.5% | 320,121 | $14.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -26.8% | 316,414 | $14.6M |
| Barclays PLC | 0.01% | Add +47.4% | 310,687 | $14.4M |
| New Vernon Capital Holdings II LLC | 6.65% | No change | 302,875 | $14.0M |
| Jane Street Group, LLC | 0.02% | Reduce -74.5% | 284,384 | $13.2M |
| NewEdge Wealth, LLC | 0.13% | New | 241,966 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +5.0% | 227,258 | $10.5M |
| Randolph Co Inc | 0.97% | Add +1.3% | 219,181 | $10.1M |
| GenTrust, LLC | 0.44% | Add +6.6% | 218,996 | $10.1M |
| Capital Investment Counsel, LLC | 1.35% | Add +3.3% | 210,685 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -0.4% | 202,429 | $9.4M |
| Citigroup Inc. | 0.01% | Reduce -31.3% | 195,830 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -26.0% | 180,748 | $8.4M |
| Royal Bank of Canada | 0.00% | Reduce -32.4% | 161,416 | $7.5M |
| Bulltick Wealth Management, LLC | 1.57% | Reduce -0.0% | 159,876 | $7.4M |
| Provident Co of the Employees of the Hebrew University LTD | 7.46% | No change | 155,346 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Add +70.9% | 154,729 | $7.2M |
| Avid Wealth Partners LLC | 3.27% | Add +47.5% | 144,681 | $6.7M |
| Laurel Wealth Planning LLC | 3.69% | Add +1.1% | 143,905 | $6.7M |
| Circle Wealth Management, LLC | 0.10% | Add +93.3% | 143,703 | $6.7M |
| Carmel Capital Management L.L.C. | 1.93% | Add +5.7% | 137,755 | $6.4M |
| Leibman Financial Services, Inc. | 4.41% | New | 131,987 | $6.1M |
| Equitable Holdings, Inc. | 0.04% | Add +17.1% | 125,500 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -71.2% | 120,616 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 104,595 | $4.8M |
| Glen Eagle Advisors, LLC | 0.64% | Reduce -2.0% | 102,067 | $4.7M |
| Grey Ledge Advisors, LLC | 1.03% | Add +3.6% | 98,058 | $4.5M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -0.2% | 89,351 | $4.1M |
| Cullen Capital Management, LLC | 0.04% | Reduce -3.5% | 88,959 | $4.1M |
| Prosperity Consulting Group, LLC | 0.18% | Reduce -9.4% | 84,725 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +13.6% | 82,793 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +116.9% | 80,318 | $3.7M |
| Theory Financial LLC | 1.05% | Reduce -11.6% | 70,557 | $3.1M |
| Ferguson Shapiro LLC | 0.95% | Add +9.8% | 66,956 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +21.8% | 64,752 | $3.0M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -55.3% | 64,731 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Add +942.4% | 64,618 | $3.0M |
| Mariner, LLC | 0.00% | Add +135.5% | 62,384 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -6.4% | 62,048 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.3% | 61,607 | $2.9M |
| Forefront Wealth Management Inc. | 1.80% | Reduce -0.9% | 54,126 | $2.5M |
| Cohen Klingenstein LLC | 0.08% | No change | 53,600 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -7.3% | 52,651 | $2.4M |
| Narus Financial Partners, LLC | 0.65% | Reduce -0.6% | 51,101 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -7.2% | 50,334 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -18.7% | 50,209 | $2.3M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -1.4% | 46,794 | $2.2M |
| Sharper & Granite LLC | 0.75% | Reduce -5.8% | 45,874 | $2.1M |
| Insight Advisors, LLC/ PA | 0.31% | Add +2.7% | 44,844 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -24.2% | 44,843 | $2.1M |
| Zacks Investment Management | 0.02% | Add +5.5% | 41,538 | $1.9M |
| Trivium Point Advisory, LLC | 0.18% | Reduce -4.8% | 39,146 | $1.8M |
| RoundAngle Advisors LLC | 1.28% | Reduce -1.9% | 37,848 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.8% | 36,192 | $1.7M |
| Creative Planning | 0.00% | Add +63.9% | 34,152 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 34,056 | $1.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0.32% | Reduce -19.7% | 33,390 | $1.5M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3.52% | No change | 33,076 | $1.5M |
| Jennison Associates LLC | 0.00% | No change | 32,336 | $1.5M |
| Financial & Tax Architects, LLC | 0.31% | New | 29,535 | $1.4M |
| Itau Unibanco Holding S.A. | 0.03% | Add +26.1% | 29,770 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +31.6% | 28,879 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +3.5% | 27,825 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | No change | 27,192 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +25295.3% | 26,919 | $1.2M |
| Chapman Financial Group, LLC | 0.84% | Reduce -8.1% | 26,723 | $1.2M |
| Strategic Wealth Investment Group, LLC | 0.15% | Reduce -32.1% | 26,069 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.3% | 25,989 | $1.2M |
| MAI Capital Management | 0.01% | Add +1708.0% | 25,909 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Add +3.1% | 25,197 | $1.2M |
| PKS Advisory Services, LLC | 0.27% | Reduce -13.5% | 25,136 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.4% | 24,430 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +16.3% | 24,382 | $1.1M |
| Tableaux LLC | 0.80% | Reduce -48.8% | 23,321 | $1.1M |
| Sunbelt Securities, Inc. | 0.08% | Add +8.3% | 24,361 | $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.