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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

294 managers (296 13F filers) reported a position in EPI shares at 2025-06-30, 41,402,008 shares in all. 26 filers opened a position and 31 filers sold out during the quarter.

Managers
294
13F filers
296
New
26
Added
119
Reduced
84
Sold out
31
Shares held by filers
41,402,008

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tyler-Stone Wealth Management7,251$344K0.06%+52213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,063$335K<0.01%+3013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,997$332K<0.01%-1,62213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.6,942$330K0.06%+7513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,916$328K<0.01%-3,01013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC6,900$328K<0.01%new13F-HRTimeline
Crewe Advisors LLC6,650$316K0.04%013F-HRTimeline
Procyon Advisors, LLC6,462$307K0.03%+81013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.6,400$304K0.08%-2,40013F-HRTimeline
Pettinga Financial Advisors LLC6,350$301K0.07%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$300K0.29%013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.6,093$289K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.5,596$266K0.05%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,454$259K0.05%013F-HRTimelineGroup
Dunhill Financial, LLC5,452$259K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,438$258K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,121$243K0.01%new13F-HRTimelineGroup
Sava Infond d.o.o.5,000$237K0.04%013F-HRTimeline
PRIVATE TRUST CO NA4,915$233K0.02%+35113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,904$233K<0.01%-1,25113F-HRTimelineGroup
RFG Advisory, LLC4,853$230K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC4,875$227K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,772$227K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC4,683$222K<0.01%-11913F-HRTimelineGroup
SMITH, MOORE & CO.4,593$218K0.02%-1,65613F-HRTimeline
Belpointe Asset Management LLC4,581$217K0.01%-32,25113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,534$215K0.07%-44113F-HRTimeline
BCS Private Wealth Management, Inc.4,500$214K0.08%13F-HRTimeline
Arista Wealth Management, LLC4,500$214K0.03%new13F-HRTimeline
Evercore Wealth Management, LLC4,475$212K<0.01%new13F-HRTimeline
Trek Financial, LLC4,377$208K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton4,230$201K0.05%-11513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$195K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,909$186K<0.01%+36713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,722$177K<0.01%-9,11613F-HRTimelineGroup
Strategic Wealth Investment Group, LLC3,700$176K0.25%new13F-HRTimeline
Ramirez Asset Management, Inc.3,200$152K0.02%-5013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$142K0.09%013F-HRTimeline
Global Trust Asset Management, LLC2,725$129K0.07%+1,22513F-HRTimeline
Hanson & Doremus Investment Management2,665$127K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,500$119K<0.01%-50313F-HRTimeline
Glenmede Investment Management, LP2,343$111K<0.01%13F-HRTimeline
CENTRAL TRUST Co1,795$85.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,524$72K<0.01%-11,76213F-HRTimeline
Headlands Technologies LLC1,485$70.5K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,330$63.1K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,319$62.6K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,358$61K0.05%013F-HRTimeline
ORG Partners LLC1,181$56.2K0.01%+66113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,055$50K<0.01%013F-HR/ATimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$47.5K<0.01%013F-HR/ATimelineGroup
Tortoise Investment Management, LLC940$44.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC851$40.4K<0.01%-10,47613F-HRTimelineGroup
Bogart Wealth, LLC838$39.8K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC824$39.1K0.01%-15213F-HRTimeline
Parallel Advisors, LLC818$38.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$38K<0.01%013F-HRTimeline
North Capital, Inc.750$35.6K0.03%new13F-HRTimeline
CoreCap Advisors, LLC740$35.1K<0.01%-62,53913F-HRTimeline
Breakwater Investment Management621$29.5K0.01%013F-HRTimeline
SRH ADVISORS, LLC565$26.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC555$26.3K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC500$23.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.498$22.6K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.455$21.6K0.01%+1513F-HRTimeline
Berkshire Money Management, Inc.450$21.4K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd381$18.1K<0.01%-86713F-HRTimeline
AE Wealth Management LLC371$17.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC362$17.2K<0.01%13F-HRTimeline
Kiker Wealth Management, LLC345$16.4K0.01%013F-HRTimeline
Garde Capital, Inc.339$16.1K<0.01%+5613F-HRTimeline
Larson Financial Group LLC332$15.8K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.212$10.1K<0.01%013F-HRTimeline
Blue Trust, Inc.205$9.74K<0.01%-17813F-HRTimeline
MAI Capital Management200$9.51K<0.01%-13513F-HRTimeline
Investment Research & Advisory Group, I…200$9.49K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$9.47K<0.01%-8013F-HRTimeline
CWM, LLCin group CWM, LLC200$9K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC186$8.88K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management170$8.07K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC158$7.5K<0.01%-1513F-HRTimeline
GPS Wealth Strategies Group, LLC150$7.14K<0.01%013F-HRTimeline
Horizon Investments, LLC100$4.75K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$4.75K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA78$3.7K<0.01%013F-HRTimeline
Covestor Ltd45$2K<0.01%+713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.32$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Investment Solutions, LLC38$1.8K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.8K<0.01%013F-HRTimelineGroup
Tidemark, LLC37$1.76K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC26$1.23K<0.01%013F-HRTimeline
Biltmore Family Office, LLC20$949<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$237<0.01%-47013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.