Who Owns WisdomTree India Earnings Fund (EPI)?Hedge Fund & Institutional Holders

$42.08+0.24 (+0.57%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$40.08$42.77$45.45$48.13$50.82Sep 24Jun 25Mar 26

EPI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MEITAV INVESTMENT HOUSE LTDNew Position+3.2M+$147.0B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDNew Position+987K+$45.7B
JPMORGAN CHASE & COIncreased+478K+$20.6B
Millburn Ridgefield LLC /DE/New Position+441K+$20.4B
SBI Securities Co., Ltd.New Position+320K+$14.8B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+316K+$14.6B
Randolph Co IncNew Position+219K+$10.1B
Capital Investment Counsel, LLCNew Position+211K+$9.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+181K+$8.0B
Avid Wealth Partners LLCNew Position+145K+$6.7B
Laurel Wealth Planning LLCNew Position+144K+$6.7B
Leibman Financial Services, Inc.New Position+132K+$6.1B
GREENUP STREET WEALTH MANAGEMENT LLCNew Position+135K+$6.0B
OLD MISSION CAPITAL LLCIncreased+107K+$5.8B
Grey Ledge Advisors, LLCNew Position+98K+$4.5B

EPI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-829K-$49.2B
CIBC Bancorp USA Inc.Closed Position-491K-$21.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-290K-$20.3B
CITADEL ADVISORS LLCDecreased-299K-$13.5B
Summit Trail Advisors, LLCDecreased-285K-$13.0B
CITIGROUP INCDecreased-89K-$4.6B
ROYAL BANK OF CANADADecreased-77K-$4.5B
LOOMIS SAYLES & CO L PDecreased-80K-$4.4B
WELLS FARGO & COMPANY/MNDecreased-101K-$4.2B
Allworth Financial LPDecreased-14K-$2.6B
Cetera Investment AdvisersDecreased-4K-$2.4B
UBS Group AGDecreased-68K-$2.2B
Defined Financial Planning LLCClosed Position-44K-$2.0B
Strategic Wealth Investment Group, LLCDecreased-12K-$1.7B
Beacon Pointe Advisors, LLCDecreased-19K-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MEITAV INVESTMENT HOUSE LTD3,178,209$147.0B1697.07%Share
2Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD987,040$45.7B2.98%Share
3BANK OF AMERICA CORP /DE/785,063$36.0B2.62%Share
4BANK OF AMERICA CORP /DE/621,480$28.0B2.04%Share
5OLD MISSION CAPITAL LLC525,859$24.3B0.56%Share
6JPMORGAN CHASE & CO475,958$22.0B1.38%Share
7CIBC Private Wealth Group LLC489,592$22.0B37.19%Share
8Catalyst Capital Advisors LLC440,569$20.4B0.42%Share
9Millburn Ridgefield LLC /DE/440,569$20.4B0.49%Share
10WELLS FARGO & COMPANY/MN441,593$20.0B3.64%Share
11Venture Visionary Partners LLC451,781$20.0B0.65%Share
12Private Advisor Group, LLC428,514$19.0B89.39%Share
13JPMORGAN CHASE & CO366,906$16.0B1.00%Share
14AMERIPRISE FINANCIAL INC359,728$16.0B3.62%Share
15Trajan Wealth LLC351,208$16.0B0.67%Share
16SBI Securities Co., Ltd.320,121$14.8B0.38%Share
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/316,414$14.6B4.72%Share
18New Vernon Capital Holdings II LLC302,875$14.0B6.65%Share
19WELLS FARGO & COMPANY/MN320,606$14.0B2.55%Share
20UBS Group AG288,144$13.3B2.16%Share
21RAYMOND JAMES FINANCIAL INC263,333$12.0B3.73%Share
22Randolph Co Inc219,181$10.1B0.97%Share
23GenTrust, LLC218,996$10.1B0.44%Share
24Capital Investment Counsel, LLC210,685$9.8B1.35%Share
25Stratos Wealth Partners, LTD.202,429$9.4B105.93%Share
26BARCLAYS PLC195,544$9.0B2.16%Share
27CITIGROUP INC194,392$8.0B3.53%Share
28RAYMOND JAMES FINANCIAL INC181,096$8.0B2.49%Share
29COMMONWEALTH EQUITY SERVICES, LLC180,748$8.0B10.67%Share
30Bulltick Wealth Management, LLC159,876$7.4B1.57%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP154,729$7.0B0.81%Share
32Avid Wealth Partners LLC144,681$6.7B3.27%Share
33Laurel Wealth Planning LLC143,905$6.7B3.69%Share
34Carmel Capital Management L.L.C.137,755$6.4B1.93%Share
35Leibman Financial Services, Inc.131,987$6.1B4.41%Share
36NOMURA HOLDINGS INC131,400$6.0B7.98%Call
37ROYAL BANK OF CANADA138,427$6.0B0.98%Share
38GREENUP STREET WEALTH MANAGEMENT LLC134,974$6.0B0.92%Share
39JPMORGAN CHASE & CO115,134$5.0B0.31%Share
40Equitable Holdings, Inc.125,500$5.0B34.18%Share
41CITADEL ADVISORS LLC120,616$5.0B0.75%Share
42JPMORGAN CHASE & CO126,552$5.0B0.31%Share
43Glen Eagle Advisors, LLC102,067$4.7B0.64%Share
44Grey Ledge Advisors, LLC98,058$4.5B1.03%Share
45Cullen Capital Management, LLC88,959$4.1B44.96%Share
46BARCLAYS PLC107,569$4.0B0.96%Share
47Prosperity Consulting Group, LLC84,725$3.9B0.18%Share
48THEORY FINANCIAL LLC70,557$3.1B1.05%Share
49Ferguson Shapiro LLC66,956$3.1B0.95%Share
50GOLDMAN SACHS GROUP INC67,342$3.0B0.37%Share

EPI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025280$806.2B+116
Q3 2025164$626.1B-93
Q2 2025257$1.2T-28
Q1 2025285$1.5T+25
Q4 2024260$66.8T+29
Q3 2024231$248.5T+20
Q2 2024211$141.3T+20
Q1 2024191$296.2T—

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As of Q4 2025, 50 institutional investors hold EPI (WisdomTree India Earnings Fund). The largest holder is MEITAV INVESTMENT HOUSE LTD with $147.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EPI?

As of Q4 2025, 50 institutional investors report holding EPI (WisdomTree India Earnings Fund) in their 13F filings.

Who is the largest institutional holder of EPI?

The largest institutional holder of EPI is MEITAV INVESTMENT HOUSE LTD with $147.0B in shares.

Is institutional ownership of EPI increasing or decreasing?

This quarter, 13 institutions opened new positions in EPI and 2 closed their positions.