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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

268 managers (270 13F filers) reported a position in EPI shares at 2025-09-30, 36,705,560 shares in all. 18 filers opened a position and 42 filers sold out during the quarter.

Managers
268
13F filers
270
New
18
Added
88
Reduced
96
Sold out
42
Shares held by filers
36,705,560

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HARBOUR INVESTMENTS, INC.4,713$208K<0.01%+80413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,270$189K0.01%+4,26513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$181K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,094$181K0.04%-13613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,722$165K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC3,456$153K0.04%-1,07813F-HRTimeline
Global Trust Asset Management, LLC3,440$152K0.07%+71513F-HRTimeline
Ramirez Asset Management, Inc.3,200$141K0.02%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$133K0.08%013F-HRTimeline
Hanson & Doremus Investment Management2,665$118K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,597$115K<0.01%+2,39713F-HRTimelineGroup
Glenmede Investment Management, LP2,343$104K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,158$95.4K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,132$94.2K<0.01%-1,201,81913F-HRTimelineGroup
FINANCIAL CONSULATE, INC1,500$66.3K0.01%new13F-HRTimeline
MAI Capital Management1,433$63.4K<0.01%+1,23313F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$60.2K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,330$58.8K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,319$58.3K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.1,287$57.2K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC1,229$54.3K<0.01%-1,27113F-HRTimeline
Farther Finance Advisors, LLC1,225$54.1K<0.01%+67013F-HRTimeline
Advisory Services Network, LLC1,088$48.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,055$46.6K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$44.2K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC940$41.5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC891$39K<0.01%-63313F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$35.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC800$35.4K<0.01%-1813F-HRTimeline
Wealthspire Advisors, LLC662$29.3K<0.01%new13F-HRTimeline
Breakwater Investment Management621$27.4K0.01%013F-HRTimeline
SRH ADVISORS, LLC565$25K0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC509$22.5K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC500$22.1K<0.01%013F-HRTimeline
AE Wealth Management LLC479$21.2K<0.01%+10813F-HRTimeline
SIGNATUREFD, LLC450$19.9K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.448$19.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC438$19.4K<0.01%-30213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.435$19.2K0.01%-2013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC408$18K<0.01%-44313F-HRTimelineGroup
Global Retirement Partners, LLC362$16K<0.01%013F-HRTimeline
ORG Partners LLC345$15.2K<0.01%-83613F-HRTimeline
AlphaCore Capital LLC300$13.3K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.212$9.37K<0.01%013F-HRTimeline
Blue Trust, Inc.205$9.07K<0.01%013F-HRTimeline
Horizon Investments, LLC200$8.84K<0.01%+10013F-HRTimeline
Investment Research & Advisory Group, I…200$8.84K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$8.84K<0.01%+3013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…200$8.84K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC186$8.24K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC158$6.98K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$6.65K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd106$4.68K<0.01%-27513F-HRTimeline
Bogart Wealth, LLC102$4.5K<0.01%-73613F-HRTimeline
Geneos Wealth Management Inc.100$4.42K<0.01%013F-HRTimeline
FIRST HORIZON CORP95$4.2K<0.01%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS89$3.93K<0.01%new13F-HRTimeline
Root Financial Partners, LLC80$3.54K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA78$3.45K<0.01%013F-HRTimeline
Covestor Ltd58$3K<0.01%+1313F-HRTimeline
Davis Capital Management64$2.83K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC49$2.17K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.68K<0.01%013F-HRTimelineGroup
Tidemark, LLC37$1.64K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC26$1.15K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.32$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC20$884<0.01%013F-HRTimeline
North Capital, Inc.1$44<0.01%-74913F-HRTimeline