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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
ROTHSCHILD INVESTMENT LLC800$34.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC800$34.2K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/755$32.3K<0.01%013F-HRTimelineGroup
PROTECTIVE LIFE CORP674$28.8K0.21%-40113F-HRTimeline
Breakwater Investment Management621$26.6K0.01%013F-HRTimeline
SRH ADVISORS, LLC565$24.2K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.550$23.5K0.01%+2013F-HRTimeline
TOP Private Wealth LLC.548$23.4K0.02%13F-HRTimeline
Pinnacle Bancorp, Inc.500$21.4K0.01%new13F-HRTimeline
IFG Advisory, LLC500$21.4K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.448$19.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC445$19K<0.01%-2513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…445$18.9K<0.01%-15013F-HRTimeline
Roble, Belko & Company, Inc327$14K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.320$13.7K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.212$9.07K<0.01%013F-HRTimeline
Horizon Investments, LLC200$8.56K<0.01%-20013F-HRTimeline
Investment Research & Advisory Group, I…200$8.56K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$8.56K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC186$7.97K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS178$7.62K<0.01%+8913F-HRTimeline
BLUELINE ADVISORS LLC178$7.62K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$6.42K<0.01%new13F-HRTimelineGroup
Sunrise Financial Services, LLC149$6.37K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.148$6.33K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC115$4.92K<0.01%-3613F-HRTimeline
Bogart Wealth, LLC102$4.36K<0.01%013F-HRTimeline
Walsh & Associates, LLC100$4.28K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.28K<0.01%013F-HRTimeline
Covestor Ltd84$4K<0.01%-2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV85$3.65K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.73$3.12K<0.01%new13F-HRTimeline
Allied Private Wealth LLC68$2.86K<0.01%13F-HRTimeline
Davis Capital Management64$2.74K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…52$2.22K<0.01%-3513F-HRTimeline
Blue Trust, Inc.50$2.15K<0.01%013F-HRTimeline
POM Investment Strategies, LLC48$2.05K<0.01%013F-HRTimeline
Tidemark, LLC37$1.59K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.31$1.33K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC30$1.28K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.28$1.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.20$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMPLEX TRADING, LLC23$983<0.01%new13F-HRTimeline
Biltmore Family Office, LLC20$856<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$385<0.01%-55213F-HRTimelineGroup