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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

245 managers (250 13F filers) reported a position in EPI shares at 2026-06-30, 26,155,068 shares in all. 21 filers opened a position and 45 filers sold out during the quarter.

Managers
245
13F filers
250
New
21
Added
59
Reduced
99
Sold out
45
Shares held by filers
26,155,068

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,390,302$145M0.98%-89,73313F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$128M0.58%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,594,647$111M0.01%-288,39813F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,329,413$56.9M0Timeline
LPL Financial LLC1,183,780$50.6M0.01%-187,25813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,020,179$43.6M<0.01%-28,95713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO837,066$35.7M<0.01%-323,30013F-HRTimelineGroup
Composition Wealth, LLC662,028$28.3M0.33%+67,62913F-HRTimeline
Millburn Ridgefield LLC /DE/617,149$26.4M0.5%+29,39713F-HRTimeline
Catalyst Capital Advisors LLC617,149$26.4M0.44%+29,39713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC515,232$22M<0.01%+208,37513F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.488,142$20.9M0.03%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC478,623$20.5M0.52%-408,18613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN440,755$18.9M<0.01%+39,62513F-HRTimelineGroup
Venture Visionary Partners LLC430,870$18.4M0.51%+4,23113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding400,964$17.2M+10,408Timeline
Trajan Wealth LLC398,476$17M0.64%+23,59213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.359,921$15.4M<0.01%+22,43113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC355,159$15.2M<0.01%-26,64513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding351,895$15.1M+51,045Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…335,594$14.4M0.01%+150,14213F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…334,978$14.3M7.9%+157,70013F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…283,603$12.1M<0.01%-13,91413F-HRTimelineGroup
SBI Securities Co., Ltd.269,323$11.5M0.26%-19,70313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA259,989$11.1M<0.01%-6,93313F-HRTimelineGroup
GenTrust, LLC242,315$10.4M0.4%+4,81913F-HRTimeline
Randolph Co Inc219,252$9.38M0.79%-9413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC218,975$9.37M<0.01%-342,36913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213,103$9.12M<0.01%-18,35313F-HRTimelineGroup
Laurel Wealth Planning LLC152,372$6.52M2.88%+10513F-HRTimeline
Circle Wealth Management, LLC151,599$6.49M0.08%-3,94013F-HRTimeline
McAdam, LLC151,469$6.48M0.25%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC147,624$6.32M<0.01%-209,04513F-HRTimelineGroup
Leibman Financial Services, Inc.144,201$6.17M4.1%+6,25713F-HRTimeline
Private Advisor Group, LLC124,267$5.32M0.02%-90,87413F-HRTimeline
MML INVESTORS SERVICES, LLC118,316$5.06M0.01%+5,01413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,191$4.59M0.03%-10,13813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding100,792$4.31M+2,964Timeline
Glen Eagle Advisors, LLC97,012$4.15M0.52%-43913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC95,596$4.09M<0.01%new13F-HRTimelineGroup
Cullen Capital Management, LLC93,411$4M0.04%-20,73613F-HRTimeline
Grey Ledge Advisors, LLC91,559$3.92M0.79%-16,21513F-HRTimeline
Mariner, LLCin group Mariner, LLC65,995$2.82M<0.01%-79,24713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…66,000$2.82M0.01%013F-HRTimelineGroup
Provident Co of the Employees of the He…65,613$2.81M2.15%-89,73313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,131$2.7M<0.01%-2,52113F-HRTimelineGroup
Cetera Investment Advisers58,856$2.52M<0.01%+1,77713F-HRTimeline
TriCert Investment Counsel Inc.58,075$2.48M0.23%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Investments, Inc54,660$2.34M0.02%-10,96213F-HRTimeline
Wealthfront Advisers LLC52,881$2.26M<0.01%-16,10513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT50,543$2.16M0.02%-1,60213F-HRTimeline
Sharper & Granite LLC50,259$2.15M0.67%-67013F-HRTimeline
&PARTNERS49,640$2.12M0.01%+30,06813F-HRTimeline
BLAIR WILLIAM & CO/IL48,367$2.07M0.01%+1,31313F-HRTimeline
Allworth Financial LP47,343$2.03M0.01%-1,15013F-HRTimeline
Cresset Asset Management, LLC46,361$1.98M0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,886$1.92M<0.01%+13,45113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,102$1.89M<0.01%-4,80113F-HRTimelineGroup
Narus Financial Partners, LLC43,958$1.88M0.48%-5,43113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,684$1.83M<0.01%-26,96213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …42,519$1.82M<0.01%new13F-HRTimelineGroup
Savant Capital, LLC39,591$1.65M<0.01%+19,66613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,360$1.6M<0.01%-54,74613F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,564$1.56M<0.01%-1,18413F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding35,721$1.53M+8,249Timeline
Trivium Point Advisory, LLC35,409$1.51M0.14%new13F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd18,862$1.42M<0.01%13F-HRTimelineGroup
Yahav Achim Ve Achayot - Provident Fund…33,076$1.41M0.98%013F-HRTimeline
TD Waterhouse Canada Inc.32,235$1.37M<0.01%013F-HRTimeline
Cohen Klingenstein LLC32,000$1.37M0.04%-15,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,529$1.26M<0.01%-157,08313F-HRTimeline
Creative Planningin group Creative Planning27,553$1.18M<0.01%-4,89413F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC26,623$1.14M0.76%-30013F-HRTimeline
Strategic Wealth Investment Group, LLC26,351$1.13M0.14%+1,00213F-HRTimeline
Oxinas Partners, LLC26,288$1.12M0.44%+85113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.26,182$1.12M0.19%-2,28513F-HRTimeline
Lynx Investment Advisory25,886$1.11M0.36%new13F-HRTimeline
Perigon Wealth Management, LLC25,857$1.11M0.02%-1,27013F-HRTimeline
MAI Capital Management25,841$1.11M<0.01%+13413F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC25,450$1.09M<0.01%+4,45013F-HRTimeline
Sanctuary Advisors, LLC24,645$1.05M<0.01%+5,03313F-HRTimeline
Robertson Stephens Wealth Management, L…24,528$1.05M0.03%+77713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.04M0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC24,220$1.04M<0.01%-3,10013F-HRTimeline
Western Wealth Management, LLC24,141$1.03M0.03%+14,58113F-HRTimeline
Clearstead Advisors, LLC24,014$1.03M0.01%-2,85113F-HRTimeline
Viewpoint Capital Management LLC23,972$1.03M0.52%013F-HRTimeline
Smartleaf Asset Management LLC23,977$1.02M0.03%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$941K<0.01%013F-HRTimelineGroup
Caprock Group, LLC21,376$914K0.02%-47013F-HRTimeline
IHT Wealth Management, LLC21,342$913K0.02%-4,80913F-HRTimeline
Verity Asset Management, Inc.21,204$907K0.34%+27913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,438$874K<0.01%+8,81013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,794$804K<0.01%-1,69713F-HRTimelineGroup
EP Wealth Advisors, LLC18,452$789K<0.01%+10,02213F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…18,106$777K0.61%-1,96213F-HRTimeline
TWO SIGMA SECURITIES, LLC17,795$761K0.07%+10,32313F-HRTimeline
Stonebridge Financial Group, LLC/CA17,794$761K0.11%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,777$761K<0.01%-35,87513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,933$682K0.18%-77713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,358$657K<0.01%+29013F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC14,882$637K0.35%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,134$605K0.02%+17813F-HRTimeline
Sowa Financial Group, Inc.13,748$588K0.27%013F-HRTimeline
NewEdge Advisors, LLC13,711$587K<0.01%-4,31213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,702$586K<0.01%+69113F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$586K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.13,375$572K0.04%-1,27013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$565K<0.01%013F-HRTimelineGroup
Sigma Planning Corp13,090$560K0.01%+2,93213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA13,070$559K0.04%013F-HRTimeline
Beacon Financial Advisory LLC12,774$546K0.11%-4,50813F-HRTimeline
BigSur Wealth Management LLC12,550$537K0.13%-1,22013F-HRTimeline
Harbour Capital Advisors, LLC12,588$537K0.1%-67513F-HRTimeline
Goldenstone Wealth Management LLC11,543$494K0.32%-19313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,369$485K<0.01%-2,16113F-HRTimeline
HRT FINANCIAL LP11,299$483K<0.01%new13F-HRTimeline
Cascade Financial Partners, LLC11,214$480K0.04%+50013F-HRTimeline
IFP Advisors, Inc10,778$461K0.01%013F-HRTimeline
Congress Park Capital LLC10,740$459K0.12%+20013F-HRTimeline
SWEENEY & MICHEL, LLC10,316$451K0.12%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,433$446K<0.01%-76513F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,381$444K0.02%-111,54513F-HRTimeline
Dynamic Advisor Solutions LLC10,049$430K0.01%-77,67313F-HRTimeline
PKS Advisory Services, LLC9,790$419K0.07%-15,44513F-HRTimeline
Merit Financial Group, LLC9,608$411K<0.01%-45,76213F-HR/ATimeline
Steward Partners Investment Advisory, L…9,233$395K<0.01%+1,39713F-HRTimeline
Crewe Advisors LLC9,150$391K0.03%013F-HRTimeline
Mutual Advisors, LLC9,093$389K0.01%-74913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,052$387K0.02%013F-HRTimeline
DF DENT & CO INC9,000$385K0.01%013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,950$383K0.2%-24013F-HRTimeline
Blue Zone Wealth Advisors, LLC8,882$380K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,796$376K<0.01%-2,91513F-HRTimelineGroup
Integrated Wealth Concepts LLC8,781$376K<0.01%+1,85013F-HRTimeline
Capital Investment Advisory Services, L…8,750$374K0.02%+30013F-HRTimeline
Peak Financial Management, Inc.8,648$370K0.08%-20013F-HRTimeline
DIVERSIFIED TRUST CO8,560$366K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,112$347K<0.01%+45913F-HRTimeline
GHP Investment Advisors, Inc.8,104$347K0.01%013F-HRTimeline
Cosner Financial Group, LLC7,994$342K0.18%-14213F-HRTimeline
Valeo Financial Advisors, LLC7,929$339K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,917$339K0.01%-3,62513F-HRTimelineGroup
CARLSON FINANCIAL, INC.7,295$312K0.16%-92113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,300$312K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.7,283$312K0.01%-77513F-HRTimeline
UMB Bank, n.a.7,258$310K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aptus Capital Advisors, LLC7,134$305K<0.01%-49113F-HRTimeline
CIBC WORLD MARKET INC.7,110$304K<0.01%+2,19413F-HRTimeline
HighTower Advisors, LLC7,098$304K<0.01%-14,04913F-HRTimeline
J.W. COLE ADVISORS, INC.6,927$296K0.01%+1,38213F-HRTimeline
Procyon Advisors, LLC6,864$294K0.01%-5013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd6,816$292K<0.01%-1,64813F-HRTimelineGroup
AE Wealth Management LLC6,793$291K<0.01%+5,80913F-HRTimeline
Farther Finance Advisors, LLC6,445$276K<0.01%+3,17313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$270K0.21%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,275$269K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC6,199$265K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC6,147$263K<0.01%-23613F-HRTimelineGroup
FLC Capital Advisors5,939$254K0.04%+46913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,897$252K<0.01%-3,07113F-HRTimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.5,862$251K0.04%-1,20313F-HRTimeline
Pettinga Financial Advisors LLC5,850$250K0.04%-35013F-HRTimeline
Arta Finance Wealth Management LLC5,817$249K0.11%-18713F-HRTimeline
RFG Advisory, LLC5,764$247K<0.01%+49713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,642$241K<0.01%-2,33813F-HRTimelineGroup
Portland Global Advisors LLC5,570$238K0.02%-10013F-HRTimeline
Dunhill Financial, LLC5,452$233K0.05%013F-HRTimeline
LM Advisors LLC5,454$233K0.03%+5,23713F-HRTimeline
PlanVest Financial, Inc5,415$232K0.15%+42913F-HRTimeline
Envision Financial Transparency, LLC4,555$229K0.2%new13F-HRTimeline
E&G Advisors, LLC5,155$221K0.04%-10013F-HRTimeline
Sava Infond d.o.o.5,000$214K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,947$212K<0.01%-23313F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC4,923$211K0.04%+21713F-HRTimeline
Arax Advisory Partners4,916$210K<0.01%+2,03413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,853$208K<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd4,800$205K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC4,749$203K<0.01%-1,28413F-HRTimeline
Global Trust Asset Management, LLC4,580$196K0.06%-30013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,443$190K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$175K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,094$175K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…3,282$140K0.02%013F-HRTimeline
Osbon Capital Management LLC3,047$130K0.1%-113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$128K0.06%013F-HRTimeline
PRIVATE TRUST CO NA2,974$127K0.01%-20013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,709$116K<0.01%-1,01313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,550$109K0.01%-3,80013F-HRTimeline
Stone House Investment Management, LLC2,364$101K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,343$100K<0.01%013F-HRTimelineGroup
Hanson & Doremus Investment Management2,119$91K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,677$71.7K<0.01%+11313F-HRTimeline
FINANCIAL CONSULATE, INC1,500$64.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,456$62.3K<0.01%-1,30013F-HRTimelineGroup
IAG Wealth Partners, LLC1,424$60.9K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$58.1K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,224$52.4K<0.01%+2913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,130$48.3K<0.01%-20013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…996$42.6K<0.01%-32313F-HRTimelineGroup