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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

289 managers (292 13F filers) reported a position in EPI shares at 2025-12-31, 34,373,115 shares in all. 33 filers opened a position and 23 filers sold out during the quarter.

Managers
289
13F filers
292
New
33
Added
74
Reduced
91
Sold out
23
Shares held by filers
34,373,115

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ASSETMARK, INCin group ASSETMARK, INC5,312$246K<0.01%-62613F-HRTimelineGroup
E&G Advisors, LLC5,155$239K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.5,027$233K0.01%-3,21713F-HRTimeline
RFG Advisory, LLC5,027$233K<0.01%+12613F-HRTimeline
Sava Infond d.o.o.5,000$231K0.03%013F-HRTimeline
Andrews Advisory Associates, LLC4,886$226K0.12%13F-HRTimeline
CIBC WORLD MARKET INC.4,854$225K<0.01%-62513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,850$225K<0.01%-51813F-HRTimeline
PCG Wealth Advisors, LLC4,805$222K0.06%-1,31013F-HRTimeline
Global Trust Asset Management, LLC4,680$217K0.09%+1,24013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,600$213K<0.01%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,585$212K<0.01%-1,61513F-HRTimeline
Advisory Alpha, LLC4,571$212K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,568$211K0.02%-16713F-HRTimeline
Chicago Partners Investment Group LLC4,782$210K0.01%-6713F-HRTimeline
Contango Wealth Management LLC4,527$210K0.23%13F-HRTimeline
Arista Wealth Management, LLC4,500$208K0.03%new13F-HRTimeline
BCS Private Wealth Management, Inc.4,500$208K0.07%new13F-HRTimeline
Evercore Wealth Management, LLC4,475$207K<0.01%new13F-HRTimeline
Keebeck Wealth Management4,350$201K0.02%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,113$190K0.05%+65713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$190K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,094$190K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…3,790$175K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,722$172K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,649$169K<0.01%+1,05213F-HRTimelineGroup
Osbon Capital Management LLC3,048$141K0.13%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$139K0.08%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,973$138K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management2,665$123K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,464$114K0.01%+30613F-HRTimeline
Greykasell Wealth Strategies, Inc.2,427$112K0.04%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,343$108K<0.01%13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,321$107K<0.01%+18913F-HRTimelineGroup
Bravera Wealth1,844$85.4K0.04%13F-HRTimeline
Farther Finance Advisors, LLC1,625$75.2K<0.01%+40013F-HRTimeline
FINANCIAL CONSULATE, INC1,500$69.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$62.9K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,330$61.6K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,319$61.1K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.1,144$53K0.03%-14313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,055$48.8K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$46.3K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC800$37K<0.01%013F-HRTimeline
Parallel Advisors, LLC800$37K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…630$29.2K<0.01%new13F-HRTimeline
Breakwater Investment Management621$28.7K0.01%013F-HRTimeline
SRH ADVISORS, LLC565$26.2K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.520$24.1K0.01%+8513F-HRTimeline
DV Trading LLC468$21.7K<0.01%13F-HRTimeline
SIGNATUREFD, LLC450$20.8K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.448$20.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC434$20.1K<0.01%-413F-HRTimeline
AE Wealth Management LLC403$18.7K<0.01%-7613F-HRTimeline
FIRST HORIZON CORP350$16.2K<0.01%+25513F-HRTimeline
ORG Partners LLC345$16K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc327$15K<0.01%new13F-HRTimeline
AlphaCore Capital LLC300$13.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC218$10.1K<0.01%-14413F-HRTimeline
WELLINGTON-ALTUS USA INC.215$9.95K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.212$9.81K<0.01%013F-HRTimeline
Horizon Investments, LLC200$9.26K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…200$9.26K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$9.26K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…200$9.24K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC186$8.63K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC182$8.43K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$6.99K<0.01%-713F-HRTimeline
Sunrise Financial Services, LLC149$6.9K0.01%13F-HRTimeline
LM Advisors LLC223$4.82K0.09%new13F-HRTimeline
Bogart Wealth, LLC102$4.72K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.63K<0.01%013F-HRTimeline
Walsh & Associates, LLC100$4.63K<0.01%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS89$4.12K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV85$3.95K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC82$3.79K<0.01%-80913F-HRTimeline
Root Financial Partners, LLC80$3.7K<0.01%013F-HRTimeline
Covestor Ltd60$3K<0.01%+213F-HRTimeline
Davis Capital Management64$2.96K<0.01%013F-HRTimeline
Blue Trust, Inc.50$2.32K<0.01%-15513F-HRTimeline
POM Investment Strategies, LLC48$2.22K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.76K<0.01%013F-HRTimelineGroup
Tidemark, LLC37$1.72K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp35$1.62K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.46$1.44K<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC26$1.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.20$1K<0.01%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC20$926<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4$185<0.01%new13F-HRTimeline