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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

329 managers (332 13F filers) reported a position in EPI shares at 2024-12-31, 46,586,449 shares in all. 34 filers opened a position and 47 filers sold out during the quarter.

Managers
329
13F filers
332
New
34
Added
121
Reduced
100
Sold out
47
Shares held by filers
46,586,449

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,698,793$167M0.01%-157,00013F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,377,656$153M2.58%+545,83713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,963,136$134M0.21%+2,249,62213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,567,649$116M1.67%+1,980,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,270,040$103M0.01%-240,24913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,178,971$98.6M<0.01%+161,44813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,500$73.4M1.2%013F-HRTimelineGroup
LPL Financial LLC1,553,013$70.3M0.03%-353,19613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,551,538$70.2M0.01%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,315,127$59.5M+578,600Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…1,200,000$54.3M0.49%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,083,392$49.4M0.1%+66,18613F-HRTimelineGroup
JENNISON ASSOCIATES LLC1,080,381$48.9M0.03%-176,63513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO960,101$43.5M0.79%+37,60513F-HRTimeline
Composition Wealth, LLC913,241$41.3M0.84%-50,72213F-HRTimeline
UBS Group AGin group UBS Group AG865,102$39.2M0.01%+78,56213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC771,541$34.9M0.09%-384,73013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN737,838$33.4M0.01%-80,29713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO668,509$30.3M<0.01%+31,90213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…648,162$29.3M0.02%+153,28813F-HRTimelineGroup
Money Design Co.,Ltd.642,271$29M1.49%+243,79813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC528,785$23.9M0.01%13F-HR/ATimelineGroup
Venture Visionary Partners LLC502,304$22.7M0.96%+2,54513F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.494,300$22.2M0.04%+40613F-HRTimelineGroup
Millburn Ridgefield LLC /DE/441,474$20M0.5%+57,10613F-HRTimeline
Catalyst Capital Advisors LLC441,474$20M0.43%+57,10613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC365,669$16.6M<0.01%+168,11013F-HRTimelineGroup
SBI Securities Co., Ltd.325,909$14.8M0.45%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding306,366$13.9M-85,090Timeline
GenTrust, LLC295,471$13.4M0.58%+87,60013F-HRTimeline
Cullen Capital Management, LLC287,787$13M0.15%+100,74913F-HRTimeline
OLD MISSION CAPITAL LLC269,159$12.2M0.28%+151,84613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC259,034$11.7M0.02%+75,82313F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…255,551$11.6M<0.01%-6,23113F-HRTimelineGroup
Trajan Wealth LLC249,249$11.3M0.62%+20,00813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.244,012$11M3.22%+33,45913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA235,064$10.6M<0.01%-94,55913F-HRTimelineGroup
Randolph Co Inc214,682$9.72M1.09%013F-HRTimeline
Summit Trail Advisors, LLC214,606$9.72M0.36%+15,67413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC213,015$9.64M0.01%+58,59913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…208,316$9.43M0.21%-38,71013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC204,786$9.27M1.84%+6,05813F-HRTimeline
Private Advisor Group, LLC202,422$9.16M0.05%+1,79013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…187,956$8.51M0.01%-192,77713F-HRTimelineGroup
Madrid Financial Services175,307$7.94M6.3%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding171,622$7.77M+14,110Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,995$7.15M<0.01%-5,17313F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC139,550$6.32M3.11%-6,67213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,342$6.26M0.01%+13,95113F-HR/ATimelineGroup
Members Advisory Group LLC137,721$6.24M2.56%+90,34213F-HRTimeline
Robertson Stephens Wealth Management, L…130,558$5.91M0.21%-2,74513F-HRTimeline
Carmel Capital Management L.L.C.127,705$5.78M2.18%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC126,351$5.72M0.7%+5,91013F-HRTimelineGroup
DISCOVERY CAPITAL MANAGEMENT, LLC / CT125,700$5.69M0.39%-264,20013F-HRTimeline
Provident Co of the Employees of the He…123,446$5.58M6.51%-3,34013F-HRTimeline
Leibman Financial Services, Inc.121,803$5.51M4.02%+22,29813F-HRTimeline
Laurel Wealth Planning LLC118,350$5.36M3.46%+26,65413F-HRTimeline
Bulltick Wealth Management, LLC114,460$5.18M1.22%+26,08013F-HRTimeline
MML INVESTORS SERVICES, LLC108,177$4.9M0.02%+6,78813F-HRTimeline
Glen Eagle Advisors, LLC101,225$4.58M0.76%+8,37813F-HRTimeline
Black Swift Group, LLC91,890$4.16M0.88%-128,96713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,922$3.98M0.04%-52,99113F-HRTimelineGroup
Grey Ledge Advisors, LLC85,910$3.89M1%+16,78713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,720$3.79M0.04%+6,16913F-HRTimelineGroup
Global Retirement Partners, LLC83,143$3.76M0.11%+58,52913F-HRTimeline
Aveo Capital Partners, LLC83,036$3.76M0.41%+76,03413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP79,343$3.59M0.01%-5,12813F-HRTimelineGroup
Venturi Wealth Management, LLC78,301$3.54M0.17%+34,22013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…76,848$3.48M0.14%+2,91913F-HRTimelineGroup
Trivium Point Advisory, LLC74,183$3.36M0.42%+2,08913F-HRTimeline
Strategic Wealth Investment Group, LLC72,958$3.3M0.36%-13013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,510$3.28M0.01%-17,30013F-HRTimelineGroup
Wealthfront Advisers LLC71,015$3.21M0.01%+11,28213F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…70,757$3.2M1.28%new13F-HRTimeline
THEORY FINANCIAL LLC70,508$3.19M1.33%+3,06313F-HRTimeline
HighTower Advisors, LLC70,022$3.17M<0.01%+6,95213F-HRTimeline
Cambridge Investment Research Advisors,…67,938$3.08M0.01%-6,23213F-HRTimeline
Circle Wealth Management, LLC67,881$3.07M0.07%-26,60913F-HRTimeline
Avid Wealth Partners LLC63,845$2.89M2.05%-1,71913F-HRTimeline
Prosperity Consulting Group, LLC63,800$2.89M0.22%+16,36713F-HRTimeline
BLAIR WILLIAM & CO/IL59,936$2.71M0.01%+1,14713F-HRTimeline
Patriot Financial Group Insurance Agenc…58,449$2.65M0.35%new13F-HRTimeline
Ferguson Shapiro LLC57,101$2.58M0.96%-11,61513F-HRTimeline
Sowa Financial Group, Inc.55,990$2.54M1.59%+26,66313F-HRTimeline
CHANNEL WEALTH LLC55,606$2.52M0.82%+13,41413F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.54,576$2.47M2.28%13F-HRTimeline
CoreCap Advisors, LLC54,467$2.47M0.11%+6,53313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,973$2.44M<0.01%-5,55213F-HRTimelineGroup
Cohen Klingenstein LLC53,600$2.43M0.08%013F-HRTimeline
Crown Wealth Group, LLC49,960$2.26M0.92%-24,64813F-HRTimeline
Atria Wealth Solutions, Inc.48,707$2.2M0.02%+6,80713F-HRTimeline
Narus Financial Partners, LLC47,679$2.16M0.73%+8,27113F-HRTimeline
Algorithmic Investment Models, LLC46,130$2.09M1.61%+3,07713F-HRTimeline
Cetera Investment Advisers45,947$2.08M<0.01%+9,73313F-HRTimeline
Lifestyle Asset Management, Inc.44,475$2.01M1.1%-52213F-HRTimeline
Belpointe Asset Management LLC40,083$2M0.12%-62313F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…17,366$1.92M1.32%-408,86313F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest42,059$1.9M1.45%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC41,204$1.87M<0.01%+25,32013F-HRTimelineGroup
Aspire Capital Advisors LLC38,448$1.74M0.5%-12,97413F-HRTimeline
Uniting Wealth Partners, LLC38,325$1.73M0.84%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.36,482$1.65M0.01%-6,07913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC36,272$1.65M<0.01%+1,07913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,007$1.63M<0.01%-62,32713F-HRTimelineGroup
NewEdge Advisors, LLC34,905$1.58M0.01%-18,96213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC35,544$1.58M1.26%13F-HRTimeline
Beacon Pointe Advisors, LLC34,662$1.57M0.02%-8,74913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT33,918$1.54M0.01%+34013F-HRTimeline
RoundAngle Advisors LLC33,049$1.5M1.42%13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,076$1.5M4.95%-29,42313F-HRTimeline
Janney Montgomery Scott LLC33,056$1.5M<0.01%+5,90813F-HRTimeline
PCG Wealth Advisors, LLC32,985$1.49M0.55%+3,97413F-HRTimeline
Csenge Advisory Group30,668$1.39M0.08%+5,46413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC29,605$1.34M<0.01%-19,66313F-HR/ATimelineGroup
Advisory Services Network, LLC28,976$1.31M0.02%-24,30713F-HRTimeline
Pachira Investments Inc.28,875$1.3M0.8%-77913F-HRTimeline
PKS Advisory Services, LLC27,457$1.24M0.31%13F-HRTimeline
Summit Financial, LLC27,061$1.23M0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,939$1.13M<0.01%-12213F-HRTimelineGroup
Merit Financial Group, LLC24,764$1.12M0.02%+16213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,670$1.12M0.04%+6,29313F-HRTimeline
AlphaMark Advisors, LLC24,620$1.11M0.48%-30013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.1M0.1%013F-HRTimeline
Portland Global Advisors LLC23,980$1.09M0.14%-97513F-HRTimeline
Viewpoint Capital Management LLC23,972$1.09M0.57%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,890$1.08M<0.01%+1,37513F-HR/ATimeline
COMERICA BANK23,191$1.05M<0.01%-13313F-HR/ATimeline
PFG Advisors22,117$1M0.06%+95013F-HRTimeline
IHT Wealth Management, LLC22,077$999K0.03%-3,26513F-HRTimeline
Cascade Financial Partners, LLC21,930$993K0.13%-3,95013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,000$992K0.03%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$992K<0.01%013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL21,777$986K0.01%-6,97413F-HRTimeline
Capital Investment Counsel, LLC21,719$983K0.16%+5,66513F-HRTimeline
Beacon Financial Advisory LLC21,689$982K0.32%+1,35213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC21,620$979K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning21,514$974K<0.01%+1,30713F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$951K<0.01%new13F-HRTimeline
SG Americas Securities, LLC20,958$949K<0.01%+5,21913F-HRTimeline
FLOW TRADERS U.S. LLC20,870$945K0.04%-72,57013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,759$940K0.01%-33613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,250$917K<0.01%+92613F-HRTimelineGroup
Sharper & Granite LLC20,110$910K0.4%+23013F-HRTimeline
Lowe Wealth Advisors, LLC19,977$904K0.39%-16013F-HRTimeline
Peak Planning Group, LLC19,933$902K0.38%-1113F-HRTimeline
JPL Wealth Management, LLC19,060$863K0.25%13F-HRTimeline
Verity Asset Management, Inc.18,951$858K0.48%-30513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,854$854K<0.01%+10,41813F-HRTimelineGroup
Integrated Wealth Concepts LLC18,208$824K0.01%-6,50213F-HRTimeline
Steward Partners Investment Advisory, L…17,918$811K0.01%+1,04113F-HRTimeline
TABLEAUX LLC17,710$802K0.66%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.17,500$792K0.69%-17,00013F-HRTimeline
Sava Infond d.o.o.17,100$774K0.14%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA15,655$710K<0.01%-2,58013F-HR/ATimelineGroup
Strait & Sound Wealth Management LLC15,614$707K0.33%+3,63513F-HRTimeline
NorthCoast Asset Management LLC15,586$706K<0.01%+91313F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC15,570$705K0.07%+70313F-HRTimeline
Belvedere Trading LLC15,520$703K0.05%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,500$700K0.28%+90013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,408$698K<0.01%-31113F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.15,392$697K0.08%+1,44513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,219$689K0.06%new13F-HRTimelineGroup
Trademark Financial Management, LLC14,362$650K0.52%+6,40813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$620K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,655$618K0.06%-35013F-HRTimeline
SteelPeak Wealth, LLC13,641$618K0.03%-5,89613F-HRTimeline
Harbour Capital Advisors, LLC13,263$608K0.14%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA13,070$592K0.04%+7,68213F-HRTimeline
Moors & Cabot, Inc.13,019$589K0.03%-32413F-HRTimeline
Clearstead Advisors, LLC12,987$588K0.01%+10,85713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/12,944$586K<0.01%-1,014,62713F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC12,925$585K0.26%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,838$581K<0.01%-57313F-HRTimelineGroup
Valeo Financial Advisors, LLC12,793$579K0.02%+48013F-HRTimeline
Patten Group, Inc.12,454$564K0.12%-1,29613F-HRTimeline
Perigon Wealth Management, LLC12,811$563K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,311$557K+649Timeline
Ausdal Financial Partners, Inc.12,232$554K0.05%+93113F-HRTimeline
Gateway Wealth Partners, LLC12,094$547K0.14%+84213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,874$538K<0.01%+3,92313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,767$533K0.04%+6,86713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,711$530K0.1%+24713F-HRTimelineGroup
Crewe Advisors LLC11,431$517K0.07%013F-HRTimeline
Finivi Inc.11,404$516K0.41%-29,70613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,327$513K0.01%+2,63913F-HRTimelineGroup
Executive Wealth Management, LLC11,213$508K0.04%+5,97313F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…11,047$500K<0.01%-34513F-HRTimeline
Per Stirling Capital Management, LLC.10,398$471K0.07%-44,71013F-HRTimeline
Sanctuary Advisors, LLC10,775$469K<0.01%-6,28513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,180$461K0.12%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,168$460K0.07%-10,64813F-HRTimeline
Caprock Group, LLC10,026$454K0.01%new13F-HRTimeline
BigSur Wealth Management LLC10,000$453K0.13%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,666$438K0.09%013F-HRTimeline
Idaho Trust Co9,509$430K0.22%-73413F-HRTimeline
Prospect Financial Services LLC9,448$428K0.23%+91413F-HRTimeline
Sigma Planning Corp9,359$424K0.01%+31813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P9,231$418K<0.01%+1,09513F-HRTimelineGroup
GHP Investment Advisors, Inc.9,207$417K0.02%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,102$412K0.03%013F-HRTimeline