Wisdomtree India EarningsEPIETF
13F holders, Q1 2026 (March 31)275holders −17
25new positions
39sold out
2famous investors
$40.76avg. 13F price*
At the end of Q1 2026, 275 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 17 from Q4 2025. 25 opened new positions and 39 sold out. The largest holders were Meitav Investment House Ltd. ($142.0M), Clal Insurance Enterprises Holdings Ltd ($122.4M) and Morgan Stanley ($117.6M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $23.0M |
| Exits | 39 | $36.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,675,456 shares bought and 7,805,666 shares sold, net −5,130,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Meitav Investment House Ltd. | 1.56% | Add +9.5% | 3,480,035 | $142.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.74% | No change | 3,000,000 | $122.4M |
| Morgan Stanley | 0.01% | Reduce -10.1% | 2,883,045 | $117.6M |
| LPL Financial LLC | 0.01% | Reduce -25.5% | 1,371,038 | $55.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 1,160,366 | $45.9M |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 1,049,136 | $42.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 2.64% | No change | 987,040 | $40.3M |
| Old Mission Capital LLC | 0.86% | Add +68.6% | 886,809 | $36.2M |
| Composition Wealth, LLC | 0.33% | Reduce -13.4% | 594,399 | $24.3M |
| Millburn Ridgefield LLC | 0.52% | Add +33.4% | 587,752 | $24.0M |
| Catalyst Capital Advisors LLC | 0.45% | Add +33.4% | 587,752 | $24.0M |
| Barclays PLC | 0.01% | Add +80.7% | 561,344 | $22.9M |
| CIBC Bancorp USA Inc. | 0.03% | — | 488,142 | $19.9M |
| Venture Visionary Partners LLC | 0.58% | Reduce -5.6% | 426,639 | $17.4M |
| Wells Fargo & Company | 0.00% | Reduce -47.4% | 401,130 | $16.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.7% | 383,440 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -14.1% | 381,804 | $15.6M |
| Trajan Wealth LLC | 0.62% | Add +6.7% | 374,884 | $15.3M |
| Citigroup Inc. | 0.01% | Add +82.1% | 356,669 | $14.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2.76% | No change | 342,373 | $14.0M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 337,490 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.7% | 306,857 | $12.5M |
| UBS Group AG | 0.00% | Reduce -23.9% | 300,458 | $12.3M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -6.0% | 297,517 | $12.1M |
| SBI Securities Co., Ltd. | 0.32% | Reduce -9.7% | 289,026 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +65.4% | 266,922 | $10.9M |
| GenTrust, LLC | 0.41% | Add +8.4% | 237,496 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -36.4% | 231,456 | $9.4M |
| Randolph Co Inc | 0.85% | Add +0.1% | 219,346 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -49.8% | 215,141 | $8.8M |
| Capital Investment Counsel, LLC | 1.16% | Reduce -1.3% | 207,881 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.2% | 186,612 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +19.9% | 185,452 | $7.6M |
| New Vernon Capital Holdings II LLC | 5.33% | Reduce -41.5% | 177,278 | $7.2M |
| Bulltick Wealth Management, LLC | 1.44% | No change | 159,876 | $6.5M |
| Stelac Advisory Services LLC | 1.32% | New | 159,540 | $6.5M |
| Circle Wealth Management, LLC | 0.09% | Add +8.2% | 155,539 | $6.3M |
| Provident Co of the Employees of the Hebrew University LTD | 10.00% | No change | 155,346 | $6.3M |
| Laurel Wealth Planning LLC | 3.28% | Add +5.8% | 152,267 | $6.2M |
| NewEdge Wealth, LLC | 0.07% | Reduce -38.6% | 148,645 | $6.1M |
| Mariner, LLC | 0.01% | Add +132.8% | 145,242 | $5.9M |
| Leibman Financial Services, Inc. | 4.13% | Add +4.5% | 137,944 | $5.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -6.5% | 117,329 | $5.4M |
| Flow Traders U.S. LLC | 0.16% | New | 121,926 | $5.0M |
| Cullen Capital Management, LLC | 0.05% | Add +28.3% | 114,147 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -50.1% | 113,302 | $4.6M |
| Grey Ledge Advisors, LLC | 0.99% | Add +9.9% | 107,774 | $4.4M |
| Avid Wealth Partners LLC | 1.95% | Reduce -30.3% | 100,907 | $4.1M |
| Glen Eagle Advisors, LLC | 0.56% | Reduce -4.5% | 97,451 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.7% | 92,106 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.7% | 89,206 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +6.0% | 87,722 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Add +630.6% | 87,377 | $3.6M |
| Marshall Wace, LLP | 0.00% | New | 77,774 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.1% | 69,646 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +31.0% | 68,986 | $2.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Reduce -95.9% | 66,000 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 65,652 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +5.8% | 65,622 | $2.7M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -30.8% | 61,796 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 57,079 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -14.3% | 55,370 | $2.3M |
| Waverly Advisors, LLC | 0.02% | New | 54,416 | $2.2M |
| Park Avenue Securities LLC | 0.02% | New | 53,652 | $2.2M |
| Zacks Investment Management | 0.02% | Add +25.5% | 52,145 | $2.1M |
| Carmel Capital Management L.L.C. | 0.60% | Reduce -62.4% | 51,755 | $2.1M |
| Sharper & Granite LLC | 0.71% | Add +11.0% | 50,929 | $2.1M |
| Narus Financial Partners, LLC | 0.53% | Reduce -3.4% | 49,389 | $2.0M |
| Allworth Financial LP | 0.01% | Add +8.1% | 48,493 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 48,903 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -6.3% | 47,054 | $1.9M |
| Cohen Klingenstein LLC | 0.06% | Reduce -12.3% | 47,000 | $1.9M |
| Tableaux LLC | 0.81% | Add +74.7% | 40,750 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 37,748 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -98.3% | 36,249 | $1.5M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2.51% | No change | 33,076 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +18.0% | 32,844 | $1.3M |
| Creative Planning | 0.00% | Reduce -5.0% | 32,447 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +460.1% | 32,235 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +149.9% | 31,435 | $1.3M |
| Itau Unibanco Holding S.A. | 0.03% | No change | 29,770 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Reduce -14.7% | 28,467 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +153.8% | 27,320 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.2% | 27,127 | $1.1M |
| Chapman Financial Group, LLC | 0.79% | Add +0.8% | 26,923 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +6.6% | 26,865 | $1.1M |
| Theory Financial LLC | 0.38% | Reduce -62.3% | 26,624 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Add +8.9% | 26,535 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +0.6% | 26,151 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 25,707 | $1.0M |
| Oxinas Partners, LLC | 0.47% | Add +11.6% | 25,437 | $1.0M |
| Strategic Wealth Investment Group, LLC | 0.13% | Reduce -2.8% | 25,349 | $1.0M |
| PKS Advisory Services, LLC | 0.24% | Add +0.4% | 25,235 | $1.0M |
| Naples Global Advisors, LLC | 0.07% | No change | 24,229 | $989K |
| Viewpoint Capital Management LLC | 0.46% | No change | 23,972 | $978K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -2.6% | 23,751 | $969K |
| Smartleaf Asset Management LLC | 0.03% | Add +5.9% | 23,977 | $949K |
| RoundAngle Advisors LLC | 0.70% | Reduce -39.3% | 22,966 | $937K |
| Squarepoint Ops LLC | 0.00% | New | 22,533 | $919K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 22,000 | $898K |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.