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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

296 managers (299 13F filers) reported a position in EPI shares at 2025-03-31, 66,132,894 shares in all. 26 filers opened a position and 57 filers sold out during the quarter.

Managers
296
13F filers
299
New
26
Added
110
Reduced
95
Sold out
57
Shares held by filers
66,132,894

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…22,267,142$509M11.76%+22,249,77613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,321,683$145M2.68%-55,97313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,261,321$143M0.01%-437,47213F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$131M1.36%+1,800,00013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,608,335$114M<0.01%+429,36413F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,561,219$112M1.57%-6,43013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,489,446$109M0.01%+219,40613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,500$70.9M0.93%013F-HRTimelineGroup
LPL Financial LLC1,534,082$67.1M0.03%-18,93113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,458,378$63.7M0.01%-93,16013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,315,127$57.5M0Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO994,462$43.5M0.82%+34,36113F-HRTimeline
Composition Wealth, LLC945,945$41.3M0.83%+32,70413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN856,115$37.4M0.01%+118,27713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/777,641$34M0.02%+764,69713F-HRTimelineGroup
Driehaus Capital Management LLC752,491$32.9M0.32%new13F-HRTimeline
UBS Group AGin group UBS Group AG748,493$32.7M0.01%-116,60913F-HRTimelineGroup
Money Design Co.,Ltd.701,865$30.7M1.53%+59,59413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO696,240$30.4M<0.01%+27,73113F-HRTimelineGroup
Millburn Ridgefield LLC /DE/489,104$21.4M0.52%+47,63013F-HRTimeline
Catalyst Capital Advisors LLC489,104$21.4M0.44%+47,63013F-HRTimeline
JENNISON ASSOCIATES LLC484,478$21.2M0.01%-595,90313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.490,973$20.3M0.04%-3,32713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC458,509$20.1M0.01%+92,84013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…454,024$19.8M0.02%-194,13813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC442,693$19.4M0.01%-86,09213F-HRTimelineGroup
Venture Visionary Partners LLC439,634$19.2M0.81%-62,67013F-HRTimeline
SBI Securities Co., Ltd.327,439$14.3M0.48%+1,53013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC324,716$14.2M0.01%+111,70113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,887$13.9M<0.01%+82,82313F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC308,130$13.5M0.07%+1,76413F-HRTimelineGroup
GenTrust, LLC295,771$12.9M0.62%+30013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.289,676$12.7M3.55%+45,66413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding268,164$11.7M+255,853Timeline
COMMONWEALTH EQUITY SERVICES, LLC266,696$11.7M0.02%+7,66213F-HRTimeline
Private Advisor Group, LLC266,499$11.6M0.07%+64,07713F-HRTimeline
Trajan Wealth LLC263,811$11.5M0.63%+14,56213F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…255,551$11.2M<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…235,566$11.1M0.02%-847,82613F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC249,524$10.9M0.21%-19,63513F-HRTimeline
Summit Trail Advisors, LLC248,642$10.9M0.36%+34,03613F-HRTimeline
Randolph Co Inc212,351$9.28M1.09%-2,33113F-HRTimeline
MML INVESTORS SERVICES, LLC202,057$8.83M0.03%+93,88013F-HRTimeline
Cullen Capital Management, LLC181,173$7.92M0.09%-106,61413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC170,074$7.43M3.63%+30,52413F-HRTimeline
Bulltick Wealth Management, LLC160,345$7.01M1.86%+45,88513F-HRTimeline
Summit Financial, LLC149,731$6.54M0.18%+122,67013F-HRTimeline
Members Advisory Group LLC137,722$6.02M2.52%+113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd136,678$5.97M0.13%new13F-HRTimelineGroup
Laurel Wealth Planning LLC135,455$5.92M3.93%+17,10513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC135,214$5.91M1.17%-69,57213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC133,285$5.83M<0.01%+103,68013F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC132,373$5.79M0.24%+111,50313F-HRTimeline
Carmel Capital Management L.L.C.129,005$5.64M2.29%+1,30013F-HRTimeline
Leibman Financial Services, Inc.125,352$5.48M4.26%+3,54913F-HRTimeline
Provident Co of the Employees of the He…123,446$5.39M6.19%013F-HRTimeline
Glen Eagle Advisors, LLC101,422$4.43M0.73%+19713F-HRTimeline
Grey Ledge Advisors, LLC92,537$4.04M1.06%+6,62713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC91,718$4.01M0.46%-34,63313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC91,550$4M0.05%+7,83013F-HRTimelineGroup
Prosperity Consulting Group, LLC87,714$3.83M0.3%+23,91413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…81,176$3.55M0.15%+4,32813F-HRTimelineGroup
Avid Wealth Partners LLC77,820$3.4M2.31%+13,97513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…77,809$3.4M1.26%+7,05213F-HRTimeline
THEORY FINANCIAL LLC77,159$3.37M1.42%+6,65113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,404$3.3M<0.01%-82,59113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…69,873$3.05M0.01%+1,93513F-HRTimeline
Circle Wealth Management, LLC69,539$3.04M0.07%+1,65813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,312$2.85M<0.01%+29,30513F-HRTimelineGroup
CHANNEL WEALTH LLC65,199$2.85M0.89%+9,59313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,183$2.85M<0.01%-122,77313F-HRTimelineGroup
CoreCap Advisors, LLC63,279$2.77M0.12%+8,81213F-HRTimeline
Ferguson Shapiro LLC59,981$2.62M0.98%+2,88013F-HRTimeline
Sowa Financial Group, Inc.58,998$2.58M1.69%+3,00813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding56,409$2.47M-115,213Timeline
BLAIR WILLIAM & CO/IL55,620$2.43M0.01%-4,31613F-HRTimeline
Atria Investments, Inc55,499$2.43M0.03%+48,63313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.54,335$2.37M2.2%-24113F-HRTimeline
Patriot Financial Group Insurance Agenc…54,265$2.37M0.32%-4,18413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,820$2.35M0.01%+28,88113F-HRTimelineGroup
Cohen Klingenstein LLC53,600$2.34M0.08%013F-HRTimeline
Wealthfront Advisers LLC53,443$2.34M0.01%-17,57213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,542$2.3M<0.01%-1,43113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,150$2.24M0.02%-36,77213F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P48,521$2.12M<0.01%+39,29013F-HRTimelineGroup
Atria Wealth Solutions, Inc.45,878$2.01M0.02%-2,82913F-HRTimeline
Venturi Wealth Management, LLC45,739$2M0.1%-32,56213F-HRTimeline
Narus Financial Partners, LLC43,295$1.89M0.64%-4,38413F-HRTimeline
Fearless Solutions, LLC dba Best Invest41,408$1.81M1.41%-65113F-HRTimeline
Trivium Point Advisory, LLC40,753$1.78M0.22%-33,43013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC38,460$1.68M<0.01%-2,74413F-HRTimelineGroup
RoundAngle Advisors LLC37,246$1.63M1.5%+4,19713F-HRTimeline
Belpointe Asset Management LLC36,832$1.61M0.08%-3,25113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT36,520$1.6M0.01%+2,60213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC36,272$1.6M<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC35,211$1.54M0.02%+54913F-HRTimeline
Defined Financial Planning LLC35,182$1.53M1.55%new13F-HRTimeline
Cetera Investment Advisers34,995$1.53M<0.01%-10,95213F-HRTimeline
SG Americas Securities, LLC34,829$1.52M0.01%+13,87113F-HRTimeline
Crown Wealth Group, LLC34,312$1.5M0.78%-15,64813F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,076$1.44M5.87%013F-HRTimeline
PCG Wealth Advisors, LLC32,365$1.41M0.49%-62013F-HRTimeline
IHT Wealth Management, LLC29,771$1.3M0.04%+7,69413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,294$1.28M0.04%+4,62413F-HRTimeline
PKS Advisory Services, LLC28,390$1.24M0.34%+93313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,807$1.13M<0.01%-112,53513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,502$1.11M<0.01%+5,25213F-HRTimelineGroup
TABLEAUX LLC25,067$1.1M0.79%+7,35713F-HRTimeline
CALTON & ASSOCIATES, INC.24,901$1.09M0.25%+17,11513F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.06M0.1%013F-HRTimeline
Viewpoint Capital Management LLC23,972$1.05M0.56%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA23,790$1.04M<0.01%+8,13513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,652$1.03M<0.01%-23813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,550$1.03M<0.01%-2,939,58613F-HR/ATimelineGroup
JPL Wealth Management, LLC22,480$983K0.28%+3,42013F-HR/ATimeline
Capital Investment Counsel, LLC22,478$983K0.16%+75913F-HRTimeline
Beacon Financial Advisory LLC22,451$981K0.3%+76213F-HRTimeline
Pachira Investments Inc.22,395$974K0.68%-6,48013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,000$962K0.04%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$957K<0.01%013F-HRTimelineGroup
Caprock Group, LLC21,376$934K0.03%+11,35013F-HRTimeline
Merit Financial Group, LLC21,309$931K0.01%-3,45513F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$918K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC20,924$915K0.39%+94713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,565$899K0.01%-19413F-HR/ATimelineGroup
Smartleaf Asset Management LLC20,230$880K0.08%new13F-HRTimeline
Robertson Stephens Wealth Management, L…20,068$877K0.03%-110,49013F-HRTimeline
Sanctuary Advisors, LLC19,334$845K0.01%+8,55913F-HRTimeline
Insight Advisors, LLC/ PA19,165$838K0.15%new13F-HRTimeline
Verity Asset Management, Inc.19,115$836K0.34%+16413F-HRTimeline
Oxinas Partners, LLC18,772$821K0.48%new13F-HRTimeline
Sharper & Granite LLC18,430$806K0.33%-1,68013F-HRTimeline
Lifestyle Asset Management, Inc.18,264$798K0.44%-26,21113F-HRTimeline
NewEdge Advisors, LLC18,212$796K<0.01%-16,69313F-HRTimeline
Cascade Financial Partners, LLC17,750$776K0.1%-4,18013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,757$772K<0.01%+5,88313F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC17,263$755K<0.01%+1,85513F-HRTimelineGroup
SWEENEY & MICHEL, LLC17,263$713K0.31%13F-HRTimeline
NorthCoast Asset Management LLC15,591$681K<0.01%+513F-HR/ATimeline
Perigon Wealth Management, LLC15,311$669K0.02%+2,50013F-HRTimeline
Creative Planningin group Creative Planning15,085$659K<0.01%-6,42913F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…15,272$658K0.48%+6,03913F-HRTimeline
Steward Partners Investment Advisory, L…14,822$648K0.01%-3,09613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$599K<0.01%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC13,576$593K0.34%+65113F-HRTimeline
Janney Montgomery Scott LLC13,576$593K<0.01%-19,48013F-HRTimeline
Valeo Financial Advisors, LLC13,470$589K0.02%+67713F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,327$583K0.01%-8,45013F-HRTimeline
SIMPLEX TRADING, LLC13,286$580K0.02%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$577K<0.01%+4,80013F-HRTimelineGroup
Harbour Capital Advisors, LLC13,263$577K0.14%013F-HRTimeline
COMERICA BANK13,181$576K<0.01%-10,01013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA13,070$571K0.04%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,044$570K0.11%+1,33313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,838$561K<0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC12,835$561K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.12,755$557K0.05%+12,75413F-HRTimeline
Moors & Cabot, Inc.12,394$542K0.03%-62513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,327$513K0.01%013F-HRTimelineGroup
Csenge Advisory Group11,366$501K0.03%-19,30213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,418$499K0.05%-34913F-HR/ATimeline
GSA CAPITAL PARTNERS LLP11,305$494K0.04%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,297$494K0.05%-4,27313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …11,154$488K<0.01%+2,24413F-HRTimelineGroup
Compound Planning, Inc.11,087$485K0.02%+3,83713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,939$480K<0.01%-10813F-HRTimeline
Gateway Wealth Partners, LLC10,704$468K0.11%-1,39013F-HRTimeline
WOLVERINE TRADING, LLC10,706$465K0.01%+4,47913F-HRTimeline
Mutual Advisors, LLC10,351$464K0.01%new13F-HRTimeline
Hamilton Wealth, LLC10,526$460K0.11%+2,83913F-HRTimeline
BigSur Wealth Management LLC10,000$437K0.12%013F-HRTimeline
Riverview Capital Advisers, LLC9,955$435K0.14%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,926$434K<0.01%+2,65413F-HRTimelineGroup
PFG Advisors9,727$425K0.02%-12,39013F-HRTimeline
VestGen Advisors, LLC9,496$415K0.02%13F-HRTimeline
Idaho Trust Co9,410$411K0.17%-9913F-HRTimeline
Portland Global Advisors LLC9,380$410K0.05%-14,60013F-HRTimeline
Financial Advocates Investment Manageme…9,242$404K0.03%+1,12513F-HRTimeline
GHP Investment Advisors, Inc.9,207$402K0.02%013F-HRTimeline
Western Wealth Management, LLC9,105$398K0.03%+69113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,102$398K0.03%013F-HRTimeline
Sigma Planning Corp9,037$395K0.01%-32213F-HRTimeline
HRT FINANCIAL LP9,027$394K<0.01%+4,47613F-HRTimeline
DF DENT & CO INC9,000$393K0.01%013F-HRTimeline
Peak Financial Management, Inc.8,873$388K0.12%-2513F-HRTimeline
Prospect Financial Services LLC8,841$386K0.21%-60713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,821$386K<0.01%-63,68913F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.8,800$385K0.14%-5,70013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,667$379K<0.01%+48413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,619$377K<0.01%+1,69913F-HRTimeline
DIVERSIFIED TRUST CO8,560$374K0.01%013F-HRTimeline
Peak Planning Group, LLC8,360$365K0.15%-11,57313F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,347$365K0.17%+1,01013F-HRTimeline
HighTower Advisors, LLC8,262$361K<0.01%-61,76013F-HRTimeline
Cosner Financial Group, LLC8,195$358K0.22%-7013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,900$345K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…7,900$345K0.03%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,855$343K0.03%-5,80013F-HRTimeline
UMB Bank, n.a.7,434$325K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patten Group, Inc.7,381$323K0.07%-5,07313F-HRTimeline