Wisdomtree India EarningsEPIETF

13F holders, Q2 2026 (June 30)
250holders −25
21new positions
45sold out
1famous investor
$42.79avg. 13F price*

At the end of Q2 2026, 250 institutions reported holding Wisdomtree India Earnings (EPI) in their 13F filings, down 25 from Q1 2026. 21 opened new positions and 45 sold out. The largest holders were Meitav Investment House Ltd. ($145.0M), Clal Insurance Enterprises Holdings Ltd ($128.3M) and Morgan Stanley ($111.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$19.1M
Exits45$61.3M

All 13F filers, Q1 2026 → Q2 2026: 1,419,271 shares bought and 4,456,223 shares sold, net −3,036,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 250 holders

Meitav Investment House Ltd. 0.98% Reduce -2.6% 3,390,302 $145.0M
Clal Insurance Enterprises Holdings Ltd 0.58% No change 3,000,000 $128.3M
Morgan Stanley 0.01% Reduce -10.0% 2,594,647 $111.0M
LPL Financial LLC 0.01% Reduce -13.7% 1,183,780 $50.6M
Bank of America Corp. 0.00% Reduce -2.8% 1,020,179 $43.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.73% No change 987,040 $42.2M
JPMorgan Chase & Co. 0.00% Reduce -27.9% 837,066 $35.7M
Composition Wealth, LLC 0.33% Add +11.4% 662,028 $28.3M
Millburn Ridgefield LLC 0.50% Add +5.0% 617,149 $26.4M
Catalyst Capital Advisors LLC 0.44% Add +5.0% 617,149 $26.4M
Ameriprise Financial Inc. 0.00% Add +67.9% 515,232 $22.0M
CIBC Bancorp USA Inc. 0.03% No change 488,142 $20.9M
Old Mission Capital LLC 0.52% Reduce -46.0% 478,623 $20.5M
Wells Fargo & Company 0.00% Add +9.9% 440,755 $18.9M
Venture Visionary Partners LLC 0.51% Add +1.0% 430,870 $18.4M
Trajan Wealth LLC 0.64% Add +6.3% 398,476 $17.0M
Kestra Advisory Services, LLC 0.05% Add +2.8% 394,331 $16.9M
BlackRock, Inc. 0.00% Add +6.7% 359,921 $15.4M
Raymond James Financial Inc. 0.00% Reduce -7.0% 355,159 $15.2M
UBS Group AG 0.00% Add +17.0% 351,503 $15.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.81% No change 342,373 $14.6M
Susquehanna International Group, LLP 0.01% Add +81.0% 335,594 $14.4M
New Vernon Capital Holdings II LLC 7.90% Add +89.0% 334,978 $14.3M
Massachusetts Financial Services Co. 0.00% Reduce -4.7% 283,603 $12.1M
SBI Securities Co., Ltd. 0.26% Reduce -6.8% 269,323 $11.5M
Royal Bank of Canada 0.00% Reduce -2.6% 259,989 $11.1M
GenTrust, LLC 0.40% Add +2.0% 242,315 $10.4M
Randolph Co Inc 0.79% Reduce -0.0% 219,252 $9.4M
Barclays PLC 0.00% Reduce -61.0% 218,975 $9.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.9% 213,103 $9.1M
Laurel Wealth Planning LLC 2.88% Add +0.1% 152,372 $6.5M
Circle Wealth Management, LLC 0.08% Reduce -2.5% 151,599 $6.5M
McAdam, LLC 0.25% New 151,469 $6.5M
Citigroup Inc. 0.00% Reduce -58.6% 147,624 $6.3M
Leibman Financial Services, Inc. 4.10% Add +4.5% 144,201 $6.2M
Private Advisor Group, LLC 0.02% Reduce -42.2% 124,267 $5.3M
MML Investors Services, LLC 0.01% Add +4.4% 118,316 $5.1M
Equitable Holdings, Inc. 0.03% Reduce -8.6% 107,191 $4.6M
Glen Eagle Advisors, LLC 0.52% Reduce -0.5% 97,012 $4.2M
Citadel Advisors 0.00% New 95,596 $4.1M
Cullen Capital Management, LLC 0.04% Reduce -18.2% 93,411 $4.0M
Grey Ledge Advisors, LLC 0.79% Reduce -15.1% 91,559 $3.9M
Envestnet Asset Management Inc. 0.00% Add +2.5% 91,482 $3.9M
Mariner, LLC 0.00% Reduce -54.6% 65,995 $2.8M
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 66,000 $2.8M
Provident Co of the Employees of the Hebrew University LTD 2.15% Reduce -57.8% 65,613 $2.8M
Stifel Financial Corp. 0.00% Reduce -3.8% 63,131 $2.7M
Cetera Investment Advisers 0.00% Add +3.1% 58,856 $2.5M
TriCert Investment Counsel Inc. 0.23% — 58,075 $2.5M
Atria Investments, Inc 0.02% Reduce -16.7% 54,660 $2.3M
Wealthfront Advisers LLC 0.00% Reduce -23.4% 52,881 $2.3M
Zacks Investment Management 0.02% Reduce -3.1% 50,543 $2.2M
Sharper & Granite LLC 0.67% Reduce -1.3% 50,259 $2.2M
&partners 0.01% Add +153.6% 49,640 $2.1M
Blair William & Co. 0.01% Add +2.8% 48,367 $2.1M
Allworth Financial LP 0.01% Reduce -2.4% 47,343 $2.0M
Cresset Asset Management, LLC 0.01% New 46,361 $2.0M
BNP Paribas Financial Markets 0.00% Add +42.8% 44,886 $1.9M
Jones Financial Companies LLLP 0.00% Reduce -9.8% 44,102 $1.9M
Narus Financial Partners, LLC 0.48% Reduce -11.0% 43,958 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -38.7% 42,684 $1.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 42,519 $1.8M
Savant Capital, LLC 0.00% Add +98.7% 39,591 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -59.4% 37,360 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.1% 36,564 $1.6M
Trivium Point Advisory, LLC 0.14% New 35,409 $1.5M
Evelyn Partners Group Ltd 0.02% — 18,862 $1.4M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 0.98% No change 33,076 $1.4M
TD Waterhouse Canada Inc. 0.00% No change 32,235 $1.4M
Cohen Klingenstein LLC 0.04% Reduce -31.9% 32,000 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -84.2% 29,529 $1.3M
Creative Planning 0.00% Reduce -15.1% 27,553 $1.2M
Stratos Wealth Advisors, LLC 0.06% Add +47.3% 26,967 $1.2M
Chapman Financial Group, LLC 0.76% Reduce -1.1% 26,623 $1.1M
Strategic Wealth Investment Group, LLC 0.14% Add +4.0% 26,351 $1.1M
Oxinas Partners, LLC 0.44% Add +3.4% 26,288 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.19% Reduce -8.0% 26,182 $1.1M
Lynx Investment Advisory 0.36% New 25,886 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -4.7% 25,857 $1.1M
MAI Capital Management 0.00% Add +0.5% 25,841 $1.1M
William Blair Investment Management, LLC 0.00% Add +21.2% 25,450 $1.1M
Sanctuary Advisors, LLC 0.00% Add +25.7% 24,645 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% Add +3.3% 24,528 $1.0M
Naples Global Advisors, LLC 0.06% No change 24,229 $1.0M
Beacon Pointe Advisors, LLC 0.00% Reduce -11.3% 24,220 $1.0M
Western Wealth Management, LLC 0.03% Add +152.5% 24,141 $1.0M
Clearstead Advisors, LLC 0.01% Reduce -10.6% 24,014 $1.0M
Viewpoint Capital Management LLC 0.52% No change 23,972 $1.0M
Smartleaf Asset Management LLC 0.03% No change 23,977 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% No change 22,000 $941K
Caprock Group, LLC 0.02% Reduce -2.1% 21,376 $914K
IHT Wealth Management, LLC 0.02% Reduce -18.4% 21,342 $913K
Verity Asset Management, Inc. 0.34% Add +1.3% 21,204 $907K
Mercer Global Advisors Inc. 0.00% Add +75.8% 20,438 $874K
Osaic Holdings, Inc. 0.00% Reduce -8.3% 18,794 $804K
EP Wealth Advisors, LLC 0.00% Add +118.9% 18,452 $789K
Afg Fiduciary Services Limited Partnership 0.61% Reduce -9.8% 18,106 $777K
Two Sigma Securities, LLC 0.07% Add +138.2% 17,795 $761K
Stonebridge Financial Group, LLC 0.11% — 17,794 $761K
Park Avenue Securities LLC 0.00% Reduce -66.9% 17,777 $761K
Pension & Wealth Management Advisors, Inc. 0.18% Reduce -4.7% 15,933 $682K
Focus Partners Wealth 0.00% Add +1.9% 15,358 $657K
Washington Growth Strategies LLC 0.35% No change 14,882 $637K
Insigneo Advisory Services, LLC 0.02% Add +1.3% 14,134 $605K
Sowa Financial Group, Inc. 0.27% No change 13,748 $588K
NewEdge Advisors, LLC 0.00% Reduce -23.9% 13,711 $587K
Fifth Third Bancorp 0.00% Add +5.3% 13,702 $586K
Silvercrest Asset Management Group LLC 0.00% No change 13,700 $586K
Lanark Financial, Inc. 0.04% Reduce -8.7% 13,375 $572K
Neuberger Berman Group LLC 0.00% No change 13,211 $565K
Sigma Planning Corp 0.01% Add +28.9% 13,090 $560K
Baldwin Wealth Partners LLC 0.04% No change 13,070 $559K
Beacon Financial Advisory LLC 0.11% Reduce -26.1% 12,774 $546K
BigSur Wealth Management LLC 0.13% Reduce -8.9% 12,550 $537K
Harbour Capital Advisors, LLC 0.10% Reduce -5.1% 12,588 $537K
Goldenstone Wealth Management LLC 0.32% Reduce -1.6% 11,543 $494K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.0% 11,369 $485K
HRT Financial LP 0.00% New 11,299 $483K
Cascade Financial Partners, LLC 0.04% Add +4.7% 11,214 $480K
IFP Advisors, Inc 0.01% No change 10,778 $461K
Congress Park Capital LLC 0.12% Add +1.9% 10,740 $459K
Sweeney & Michel, LLC 0.12% No change 10,316 $451K
Natixis Advisors, LLC 0.00% Reduce -6.8% 10,433 $446K
Flow Traders U.S. LLC 0.02% Reduce -91.5% 10,381 $444K
Dynamic Advisor Solutions LLC 0.01% Reduce -88.5% 10,049 $430K
PKS Advisory Services, LLC 0.07% Reduce -61.2% 9,790 $419K
Merit Financial Group, LLC 0.00% Reduce -82.7% 9,608 $411K
Envestnet Portfolio Solutions, Inc. 0.00% Add +8.0% 9,310 $398K
Steward Partners Investment Advisory, LLC 0.00% Add +17.8% 9,233 $395K
Crewe Advisors LLC 0.03% No change 9,150 $391K
Mutual Advisors, LLC 0.01% Reduce -7.6% 9,093 $389K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 9,052 $387K
DF Dent & Co. Inc. 0.01% No change 9,000 $385K
Harbour Investment Management LLC 0.20% Reduce -2.6% 8,950 $383K
Blue Zone Wealth Advisors, LLC 0.07% No change 8,882 $380K
Concurrent Investment Advisors, LLC 0.00% Reduce -24.9% 8,796 $376K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.5% 8,754 $375K
Capital Investment Advisory Services, LLC 0.02% Add +3.5% 8,750 $374K
Peak Financial Management, Inc. 0.08% Reduce -2.3% 8,648 $370K
Diversified Trust Co. 0.01% No change 8,560 $366K
Harbour Investments, Inc. 0.00% Add +6.0% 8,112 $347K
GHP Investment Advisors, Inc. 0.01% No change 8,104 $347K
Cosner Financial Group, LLC 0.18% Reduce -1.8% 7,994 $342K
Valeo Financial Advisors, LLC 0.01% New 7,929 $339K
Level Four Advisory Services, LLC 0.01% Reduce -31.4% 7,917 $339K
Integrated Wealth Concepts LLC 0.00% Add +13.0% 7,831 $335K
Carlson Financial, Inc. 0.16% Reduce -11.2% 7,295 $312K
Northern Trust Corp. 0.00% No change 7,300 $312K
Moors & Cabot, Inc. 0.01% Reduce -9.6% 7,283 $312K
UMB Bank, n.a. 0.00% No change 7,258 $310K
Aptus Capital Advisors, LLC 0.00% Reduce -6.4% 7,134 $305K
Cibc World Market Inc. 0.00% Add +44.6% 7,110 $304K
HighTower Advisors, LLC 0.00% Reduce -66.4% 7,098 $304K
J.W. Cole Advisors, Inc. 0.01% Add +24.9% 6,927 $296K
Procyon Advisors, LLC 0.01% Reduce -0.7% 6,864 $294K
Quadrature Capital Ltd 0.00% Reduce -19.5% 6,816 $292K
AE Wealth Management LLC 0.00% Add +590.4% 6,793 $291K
Kestra Private Wealth Services, LLC 0.00% Reduce -6.8% 6,633 $284K
Farther Finance Advisors, LLC 0.00% Add +97.0% 6,445 $276K
Eagle Harbor Asset Management Inc. 0.21% No change 6,313 $270K
StoneX Group Inc. 0.01% New 6,275 $269K
Lido Advisors, LLC 0.00% New 6,199 $265K
FMR LLC 0.00% Reduce -3.7% 6,147 $263K
FLC Capital Advisors 0.04% Add +8.6% 5,939 $254K
Pathstone Holdings, LLC 0.00% Reduce -34.2% 5,897 $252K
Rainey & Randall Wealth Advisors Inc. 0.04% Reduce -17.0% 5,862 $251K
Pettinga Financial Advisors LLC 0.04% Reduce -5.7% 5,850 $250K
Arta Finance Wealth Management LLC 0.11% Reduce -3.1% 5,817 $249K
RFG Advisory, LLC 0.00% Add +9.4% 5,764 $247K
Thrivent Financial for Lutherans 0.00% Reduce -29.3% 5,642 $241K
Portland Global Advisors LLC 0.02% Reduce -1.8% 5,570 $238K
Dunhill Financial, LLC 0.05% No change 5,452 $233K
PlanVest Financial, Inc 0.15% Add +8.6% 5,415 $232K
Envision Financial Transparency, LLC 0.20% New 4,555 $229K
E&G Advisors, LLC 0.04% Reduce -1.9% 5,155 $221K
Sava Infond d.o.o. 0.02% No change 5,000 $214K
Assetmark, Inc. 0.00% Reduce -4.5% 4,947 $212K
FWL Investment Management, LLC 0.04% Add +4.6% 4,923 $211K
Arax Advisory Partners 0.00% Add +70.6% 4,916 $210K
Truist Financial Corp. 0.00% New 4,853 $208K
Marex Group Ltd 0.00% New 4,800 $205K
Summit Financial, LLC 0.00% Reduce -21.3% 4,749 $203K
Global Trust Asset Management, LLC 0.06% Reduce -6.2% 4,580 $196K
Trust Co. of Toledo NA 0.02% No change 4,443 $190K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,100 $175K
Rosenberg Matthew Hamilton 0.03% No change 4,094 $175K
Keating Financial Advisory Services, Inc. 0.02% No change 3,282 $140K
Osbon Capital Management LLC 0.10% Reduce -0.0% 3,047 $130K
Islay Capital Management, LLC 0.06% No change 3,000 $128K
Private Trust Co. NA 0.01% Reduce -6.3% 2,974 $127K
PNC Financial Services Group, Inc. 0.00% Reduce -27.2% 2,709 $116K
Harbor Investment Advisory, LLC 0.01% Reduce -59.8% 2,550 $109K
Stone House Investment Management, LLC 0.01% No change 2,364 $101K
Glenmede Trust Co. NA 0.00% No change 2,343 $100K
Hanson & Doremus Investment Management 0.01% No change 2,119 $91K
Signaturefd, LLC 0.00% Add +7.2% 1,677 $72K
Financial Consulate, Inc. 0.01% No change 1,500 $64K
Bank of Montreal 0.00% Reduce -47.2% 1,456 $62K
IAG Wealth Partners, LLC 0.01% No change 1,424 $61K
Murphy & Mullick Capital Management Corp 0.04% No change 1,358 $58K
Federation des caisses Desjardins du Quebec 0.00% Add +2.4% 1,224 $52K
US Bancorp \de 0.00% Reduce -15.0% 1,130 $48K
Russell Investments Group, Ltd. 0.00% Reduce -24.5% 996 $43K
Rothschild Investment LLC 0.00% No change 800 $34K
Parallel Advisors, LLC 0.00% No change 800 $34K
National Bank of Canada 0.00% No change 755 $32K
Protective Life Corp. 0.21% Reduce -37.3% 674 $29K
Breakwater Investment Management 0.01% No change 621 $27K
SRH Advisors, LLC 0.01% No change 565 $24K
Caldwell Sutter Capital, Inc. 0.01% Add +3.8% 550 $24K
TOP Private Wealth LLC. 0.02% — 548 $23K
Pinnacle Bancorp, Inc. 0.01% New 500 $21K
IFG Advisory, LLC 0.00% New 500 $21K
Steigerwald, Gordon & Koch Inc. 0.00% No change 448 $19K
CoreCap Advisors, LLC 0.00% Reduce -5.3% 445 $19K
International Assets Investment Management, LLC 0.00% Reduce -25.2% 445 $19K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 392 $17K
Roble, Belko & Company, Inc 0.00% No change 327 $14K
Institute for Wealth Management, LLC. 0.00% New 320 $14K
Washington Trust Advisors, Inc. 0.00% No change 212 $9K
Investment Research & Advisory Group, Inc. 0.00% No change 200 $9K
Spire Wealth Management 0.00% No change 200 $9K
Horizon Investments, LLC 0.00% Reduce -50.0% 200 $9K
Medallion Wealth Advisors, LLC 0.00% No change 186 $8K
Blueline Advisors LLC 0.01% New 178 $8K
Kelleher Financial Advisors 0.00% Add +100.0% 178 $8K
Atlantic Union Bankshares Corp 0.00% New 150 $6K
Sunrise Financial Services, LLC 0.00% No change 149 $6K
Johnson Financial Group, Inc. 0.00% No change 148 $6K
O'shaughnessy Asset Management, LLC 0.00% Reduce -23.8% 115 $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
Covestor Ltd 0.00% Reduce -24.3% 84 $4K
Creative Financial Designs Inc. 0.00% No change 85 $4K
Kingdom Financial Group LLC. 0.00% New 73 $3K
Allied Private Wealth LLC 0.00% — 68 $3K
Davis Capital Management 0.00% No change 64 $3K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -40.2% 52 $2K
Blue Trust, Inc. 0.00% No change 50 $2K
POM Investment Strategies, LLC 0.00% No change 48 $2K
Tidemark, LLC 0.00% No change 37 $2K
NBT Bank, N.A. 0.00% No change 31 $1K
Basepoint Wealth LLC 0.00% New 30 $1K
Reyes Financial Architecture, Inc. 0.00% No change 28 $1K
Hantz Financial Services, Inc. 0.00% No change 20 $1K
Simplex Trading, LLC 0.00% New 23 $983
Biltmore Family Office, LLC 0.00% No change 20 $856
Tower Research Capital LLC (TRC) 0.00% Reduce -98.4% 9 $385
LM Advisors LLC 0.00% Add +2413.4% 5,454 $233

"% of holder's portfolio" is EPI's weight in each manager's 13F, not the share of Wisdomtree India Earnings the manager owns.