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 |
| Tudor Investment Corporation | 0.00% | Add +378.0% | 21,917 | $894K |
| Caprock Group, LLC | 0.02% | Add +2.2% | 21,846 | $891K |
| Bank of Nova Scotia | 0.00% | No change | 21,840 | $891K |
| HighTower Advisors, LLC | 0.00% | Add +14.4% | 21,147 | $863K |
| William Blair Investment Management, LLC | 0.00% | No change | 21,000 | $857K |
| Verity Asset Management, Inc. | 0.36% | Add +2.4% | 20,925 | $854K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 20,491 | $836K |
| Afg Fiduciary Services Limited Partnership | 0.49% | Add +15.8% | 20,068 | $826K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 19,925 | $813K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.4% | 19,612 | $800K |
| &partners | 0.00% | New | 19,572 | $799K |
| Contango Wealth Management LLC | 0.90% | Add +318.7% | 18,953 | $773K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +92.7% | 18,310 | $747K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 18,023 | $735K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -9.4% | 17,282 | $705K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Reduce -4.2% | 16,710 | $682K |
| Focus Partners Wealth | 0.00% | No change | 15,068 | $615K |
| Washington Growth Strategies LLC | 0.40% | No change | 14,882 | $607K |
| Lanark Financial, Inc. | 0.04% | Reduce -10.2% | 14,645 | $598K |
| Corient Private Wealth LP | 0.00% | Add +80.2% | 26,252 | $595K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 13,263 | $580K |
| Insigneo Advisory Services, LLC | 0.04% | Add +1.6% | 13,956 | $569K |
| BigSur Wealth Management LLC | 0.16% | Add +37.7% | 13,770 | $562K |
| Sowa Financial Group, Inc. | 0.28% | Reduce -1.9% | 13,748 | $561K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 13,700 | $559K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.2% | 13,530 | $552K |
| Neuberger Berman Group LLC | 0.00% | No change | 13,211 | $539K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 13,070 | $533K |
| Fifth Third Bancorp | 0.00% | New | 13,011 | $531K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +11.1% | 12,958 | $529K |
| Goldenstone Wealth Management LLC | 0.35% | Add +3.6% | 11,736 | $479K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -52.1% | 11,711 | $478K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 11,651 | $475K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.7% | 11,628 | $474K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -75.3% | 11,542 | $471K |
| Natixis Advisors, LLC | 0.00% | Reduce -18.6% | 11,198 | $457K |
| Jennison Associates LLC | 0.00% | Reduce -65.5% | 11,151 | $455K |
| Sweeney & Michel, LLC | 0.13% | Add +2.0% | 10,316 | $443K |
| IFP Advisors, Inc | 0.01% | Reduce -0.4% | 10,778 | $440K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -24.0% | 10,714 | $437K |
| Congress Park Capital LLC | 0.13% | Add +23.8% | 10,540 | $430K |
| Sigma Planning Corp | 0.01% | Reduce -5.8% | 10,158 | $414K |
| DGS Capital Management, LLC | 0.07% | Add +84.5% | 10,056 | $410K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -84.6% | 9,992 | $408K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.4% | 9,842 | $402K |
| D.A. Davidson & Co. | 0.00% | No change | 9,838 | $401K |
| Western Wealth Management, LLC | 0.01% | Reduce -2.8% | 9,560 | $390K |
| Ascentis Independent Advisors | 0.03% | Reduce -29.9% | 9,502 | $388K |
| Dala Group, LLC | 0.32% | Reduce -58.5% | 9,257 | $378K |
| Harbour Investment Management LLC | 0.20% | Reduce -2.8% | 9,190 | $375K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -95.5% | 9,162 | $374K |
| Crewe Advisors LLC | 0.03% | Add +37.6% | 9,150 | $373K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 9,052 | $369K |
| DF Dent & Co. Inc. | 0.01% | No change | 9,000 | $367K |
| Pathstone Holdings, LLC | 0.00% | Add +3.5% | 8,968 | $366K |
| Blue Zone Wealth Advisors, LLC | 0.07% | Reduce -12.1% | 8,882 | $362K |
| Riverview Capital Advisers, LLC | 0.12% | No change | 8,855 | $361K |
| Peak Financial Management, Inc. | 0.09% | No change | 8,848 | $361K |
| Prospect Financial Services LLC | 0.22% | No change | 8,684 | $354K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.6% | 8,622 | $352K |
| Diversified Trust Co. | 0.01% | No change | 8,560 | $349K |
| Quadrature Capital Ltd | 0.00% | Reduce -56.3% | 8,464 | $345K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.6% | 8,450 | $345K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -51.1% | 8,430 | $344K |
| Carlson Financial, Inc. | 0.20% | Reduce -7.8% | 8,216 | $335K |
| Cosner Financial Group, LLC | 0.18% | Add +0.7% | 8,136 | $332K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 8,104 | $331K |
| Moors & Cabot, Inc. | 0.01% | Reduce -8.5% | 8,058 | $329K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -34.7% | 7,980 | $326K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.6% | 7,836 | $320K |
| Independent Financial Group, LLC | 0.01% | Reduce -14.9% | 7,788 | $318K |
| Harbour Investments, Inc. | 0.00% | Add +26.1% | 7,653 | $312K |
| Aptus Capital Advisors, LLC | 0.00% | Add +19.1% | 7,625 | $311K |
| Two Sigma Securities, LLC | 0.04% | New | 7,472 | $305K |
| Northern Trust Corp. | 0.00% | No change | 7,300 | $298K |
| UMB Bank, n.a. | 0.00% | No change | 7,258 | $296K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +2.9% | 7,065 | $295K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,116 | $290K |
| Pachira Investments Inc. | 0.13% | Reduce -50.2% | 7,071 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,931 | $283K |
| Procyon Advisors, LLC | 0.01% | Add +9.5% | 6,914 | $282K |
| Exit Wealth Advisors, LLC. | 0.14% | Reduce -17.5% | 6,693 | $273K |
| FMR LLC | 0.00% | Reduce -3.3% | 6,383 | $260K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -3.0% | 6,350 | $259K |
| Eagle Harbor Asset Management Inc. | 0.22% | No change | 6,313 | $258K |
| Pettinga Financial Advisors LLC | 0.05% | No change | 6,200 | $253K |
| Summit Financial, LLC | 0.00% | Reduce -13.3% | 6,033 | $246K |
| Arta Finance Wealth Management LLC | 0.12% | Reduce -13.8% | 6,004 | $245K |
| BCS Private Wealth Management, Inc. | 0.07% | Add +33.3% | 6,000 | $245K |
| Portland Global Advisors LLC | 0.02% | Reduce -4.2% | 5,670 | $231K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,545 | $226K |
| FLC Capital Advisors | 0.04% | No change | 5,470 | $223K |
| Dunhill Financial, LLC | 0.05% | No change | 5,452 | $222K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -93.8% | 5,267 | $215K |
| RFG Advisory, LLC | 0.00% | Add +4.8% | 5,267 | $215K |
| E&G Advisors, LLC | 0.05% | Add +1.9% | 5,255 | $214K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 5,180 | $211K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -19.5% | 5,122 | $209K |
| Sava Infond d.o.o. | 0.03% | No change | 5,000 | $204K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -47.5% | 4,988 | $204K |
| PlanVest Financial, Inc | 0.15% | — | 4,986 | $203K |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 4,916 | $201K |
| Global Trust Asset Management, LLC | 0.08% | Add +4.3% | 4,880 | $199K |
| FWL Investment Management, LLC | 0.04% | Add +14.4% | 4,706 | $192K |
| TopTier Wealth Management, LLC | 0.12% | New | 4,689 | $191K |
| Trust Co. of Toledo NA | 0.02% | Add +80.3% | 4,443 | $181K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,100 | $176K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 4,094 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,722 | $152K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -13.4% | 3,282 | $134K |
| Cwm, LLC | 0.00% | Reduce -10.3% | 3,272 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Add +101.3% | 3,272 | $133K |
| Private Trust Co. NA | 0.01% | Reduce -30.5% | 3,174 | $129K |
| Osbon Capital Management LLC | 0.10% | No change | 3,048 | $124K |
| Islay Capital Management, LLC | 0.06% | No change | 3,000 | $122K |
| Arax Advisory Partners | 0.00% | New | 2,882 | $118K |
| Bank of Montreal | 0.00% | Add +18.7% | 2,756 | $112K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 2,427 | $99K |
| Stone House Investment Management, LLC | 0.02% | New | 2,364 | $96K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,343 | $96K |
| Advisory Services Network, LLC | 0.00% | New | 2,111 | $86K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -20.5% | 2,119 | $86K |
| Signaturefd, LLC | 0.00% | Add +247.6% | 1,564 | $64K |
| Financial Consulate, Inc. | 0.01% | No change | 1,500 | $61K |
| IAG Wealth Partners, LLC | 0.01% | Add +5376.9% | 1,424 | $58K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 1,358 | $55K |
| US Bancorp \de | 0.00% | No change | 1,330 | $54K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,319 | $54K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +497.5% | 1,195 | $49K |
| Protective Life Corp. | 0.15% | New | 1,075 | $44K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 1,000 | $41K |
| AE Wealth Management LLC | 0.00% | Add +144.2% | 984 | $40K |
| Rothschild Investment LLC | 0.00% | No change | 800 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 800 | $33K |
| National Bank of Canada | 0.00% | Reduce -28.4% | 755 | $31K |
| Breakwater Investment Management | 0.01% | No change | 621 | $25K |
| International Assets Investment Management, LLC | 0.00% | Reduce -5.6% | 595 | $24K |
| SRH Advisors, LLC | 0.01% | No change | 565 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 561 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +1.9% | 530 | $22K |
| CoreCap Advisors, LLC | 0.00% | Add +8.3% | 470 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 448 | $18K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 400 | $16K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 392 | $16K |
| Hamrick Investment Counsel, llc | 0.01% | New | 350 | $14K |
| Roble, Belko & Company, Inc | 0.00% | No change | 327 | $13K |
| Allianz SE | 0.00% | New | 272 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 212 | $9K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 200 | $8K |
| Spire Wealth Management | 0.00% | No change | 200 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 186 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 151 | $6K |
| Sunrise Financial Services, LLC | 0.00% | No change | 149 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 148 | $6K |
| LM Advisors LLC | 0.03% | Reduce -2.7% | 217 | $5K |
| Covestor Ltd | 0.00% | Add +85.0% | 111 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 102 | $4K |
| Walsh & Associates, LLC | 0.00% | No change | 100 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| FNY Investment Advisers, LLC | 0.00% | New | 103 | $4K |
| Kelleher Financial Advisors | 0.00% | No change | 89 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 85 | $3K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -99.2% | 87 | $3K |
| Davis Capital Management | 0.00% | No change | 64 | $3K |
| Mather Group, Llc. | 0.00% | New | 58 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 50 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 48 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 38 | $2K |
| Tidemark, LLC | 0.00% | No change | 37 | $2K |
| NBT Bank, N.A. | 0.00% | Reduce -32.6% | 31 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 20 | $1K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $816 |
| Barrett & Company, Inc. | 0.00% | No change | 4 | $163 |
| Rhumbline Advisers | 0.00% | Reduce -100.0% | 1 | $40 |
"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.