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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

270 managers (275 13F filers) reported a position in EPI shares at 2026-03-31, 29,178,505 shares in all. 25 filers opened a position and 39 filers sold out during the quarter.

Managers
270
13F filers
275
New
25
Added
88
Reduced
90
Sold out
39
Shares held by filers
29,178,505

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TopTier Wealth Management, LLC4,689$191K0.12%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/4,443$181K0.02%+1,97913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$176K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,094$167K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,722$152K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…3,282$134K0.02%-50813F-HRTimeline
CWM, LLCin group CWM, LLC3,272$133K<0.01%-37713F-HRTimelineGroup
Farther Finance Advisors, LLC3,272$133K<0.01%+1,64713F-HRTimeline
PRIVATE TRUST CO NA3,174$129K0.01%-1,39413F-HRTimeline
Osbon Capital Management LLC3,048$124K0.1%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$122K0.06%013F-HRTimeline
Arax Advisory Partners2,882$118K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,756$112K<0.01%+43513F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.2,427$99K0.04%013F-HRTimeline
Stone House Investment Management, LLC2,364$96.5K0.02%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,343$95.6K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC2,111$86.1K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management2,119$86K0.01%-54613F-HRTimeline
SIGNATUREFD, LLC1,564$63.8K<0.01%+1,11413F-HRTimeline
FINANCIAL CONSULATE, INC1,500$61.2K0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,424$58.1K0.01%+1,39813F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$55.4K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,330$54.3K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,319$53.8K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,195$48.8K<0.01%+99513F-HRTimeline
PROTECTIVE LIFE CORP1,075$43.9K0.15%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$40.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC984$40.2K<0.01%+58113F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$32.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC800$32.6K<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/755$30.8K<0.01%-30013F-HRTimelineGroup
Breakwater Investment Management621$25.3K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…595$24.3K<0.01%-3513F-HRTimeline
SRH ADVISORS, LLC565$23.1K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…561$22.9K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.530$21.6K0.01%+1013F-HRTimeline
CoreCap Advisors, LLC470$19.2K<0.01%+3613F-HRTimeline
Steigerwald, Gordon & Koch Inc.448$18.3K<0.01%013F-HRTimeline
Horizon Investments, LLC400$16.3K<0.01%+20013F-HRTimeline
Hamrick Investment Counsel, llc350$14.3K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc327$13K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE272$11.1K<0.01%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.212$8.65K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…200$8.16K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management200$8.16K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC186$7.61K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$6.16K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC149$6.08K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.148$6.04K<0.01%new13F-HRTimelineGroup
LM Advisors LLC217$5.32K0.09%-613F-HRTimeline
Covestor Ltd111$5K<0.01%+5113F-HRTimeline
Bogart Wealth, LLC102$4.16K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.08K<0.01%013F-HRTimeline
Walsh & Associates, LLC100$4.08K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC103$4K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS89$3.63K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV85$3.48K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…87$3.43K<0.01%-10,65213F-HRTimeline
Davis Capital Management64$2.61K<0.01%013F-HRTimeline
MATHER GROUP, LLC.58$2.37K<0.01%new13F-HRTimeline
Blue Trust, Inc.50$2.04K<0.01%013F-HRTimeline
POM Investment Strategies, LLC48$1.96K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.55K<0.01%013F-HRTimelineGroup
Tidemark, LLC37$1.51K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.31$1.26K<0.01%-1513F-HRTimelineGroup
Reyes Financial Architecture, Inc.28$1.14K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.20$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC20$816<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.4$163<0.01%013F-HRTimeline
RHUMBLINE ADVISERS1$40<0.01%-13,35813F-HRTimeline