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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

294 managers (296 13F filers) reported a position in EPI shares at 2025-06-30, 41,402,008 shares in all. 26 filers opened a position and 31 filers sold out during the quarter.

Managers
294
13F filers
296
New
26
Added
119
Reduced
84
Sold out
31
Shares held by filers
41,402,008

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY3,789,452$180M0.01%+528,13113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,367,899$160M2.16%+46,21613F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$142M1.4%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,689,972$128M0.01%+200,52613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,515,670$119M1.42%-45,54913F-HR/ATimelineGroup
LPL Financial LLC1,827,793$86.8M0.03%+293,71113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,500$77M0.88%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,329,413$63.1M+14,286Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,203,951$57.2M0.03%+426,31013F-HRTimelineGroup
Composition Wealth, LLC1,007,601$47.8M0.8%+61,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN897,060$42.6M0.01%+40,94513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO789,116$37.5M0.64%-205,34613F-HRTimeline
Money Design Co.,Ltd.753,862$35.8M1.67%+51,99713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO743,712$35.3M<0.01%+47,47213F-HRTimelineGroup
UBS Group AGin group UBS Group AG627,216$29.8M0.01%-121,27713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC517,389$24.6M0.01%+74,69613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.490,973$23.3M0.04%013F-HRTimelineGroup
GenTrust, LLC476,510$22.6M1.07%+180,73913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC459,561$21.8M0.01%+1,05213F-HRTimelineGroup
Venture Visionary Partners LLC443,534$21.1M0.79%+3,90013F-HRTimeline
Millburn Ridgefield LLC /DE/433,341$20.6M0.5%-55,76313F-HRTimeline
Catalyst Capital Advisors LLC433,341$20.6M0.42%-55,76313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…422,628$20.1M0.01%-31,39613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC351,484$16.7M0.03%+327,93413F-HRTimelineGroup
Trajan Wealth LLC351,278$16.7M0.82%+87,46713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC338,167$16.1M0.08%+30,03713F-HRTimelineGroup
Private Advisor Group, LLC332,876$15.8M0.09%+66,37713F-HRTimeline
SBI Securities Co., Ltd.309,596$14.7M0.42%-17,84313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.309,472$14.7M<0.01%-2,298,86313F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…304,460$14.5M<0.01%+48,90913F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…302,875$14.4M6.9%-21,964,26713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA301,985$14.3M<0.01%-15,90213F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.296,285$14.1M3.54%+6,60913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC287,137$13.6M0.02%+20,44113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding255,656$12.1M-12,508Timeline
Summit Trail Advisors, LLC244,041$11.6M0.2%-4,60113F-HRTimeline
Randolph Co Inc215,904$10.2M1.05%+3,55313F-HRTimeline
Cullen Capital Management, LLC210,075$9.97M0.11%+28,90213F-HRTimeline
MML INVESTORS SERVICES, LLC206,741$9.81M0.03%+4,68413F-HRTimeline
Capital Investment Counsel, LLC195,374$9.27M1.44%+172,89613F-HRTimeline
Hamilton Wealth, LLC183,709$8.72M1.95%+173,18313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC171,999$8.16M3.65%+1,92513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…170,898$8.11M0.02%-64,66813F-HR/ATimelineGroup
Bulltick Wealth Management, LLC160,345$7.61M1.88%013F-HRTimeline
Provident Co of the Employees of the He…155,346$7.38M7.35%+31,90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC145,062$6.89M0.01%+79,75013F-HRTimelineGroup
Laurel Wealth Planning LLC144,719$6.87M3.91%+9,26413F-HRTimeline
Members Advisory Group LLC139,201$6.61M2.48%+1,47913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC136,256$6.47M1.13%+1,04213F-HRTimeline
Carmel Capital Management L.L.C.129,405$6.14M2.07%+40013F-HRTimeline
Leibman Financial Services, Inc.126,595$6.01M4.62%+1,24313F-HRTimeline
Glen Eagle Advisors, LLC104,177$4.95M0.76%+2,75513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,697$4.68M0.04%+7,14713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC96,485$4.58M<0.01%-228,23113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,355$4.48M0.04%+43,20513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,767$4.4M<0.01%+36,35813F-HRTimelineGroup
Grey Ledge Advisors, LLC92,611$4.4M1.08%+7413F-HRTimeline
Driehaus Capital Management LLC91,206$4.33M0.03%-661,28513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P91,131$4.33M0.01%+42,61013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC90,389$4.29M0.45%-1,32913F-HRTimelineGroup
Avid Wealth Partners LLC89,461$4.25M2.43%+11,64113F-HRTimeline
Prosperity Consulting Group, LLC88,580$4.2M0.31%+86613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…81,736$3.88M0.14%+56013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…81,603$3.87M1.3%+3,79413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,063$3.8M0.01%+14,88013F-HRTimelineGroup
FLOW TRADERS U.S. LLC78,222$3.71M0.14%-54,15113F-HRTimeline
Meridian Wealth Management, LLC75,106$3.57M0.15%+62,27113F-HRTimeline
Cambridge Investment Research Advisors,…69,024$3.28M0.01%-84913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC68,176$3.24M<0.01%-7,22813F-HRTimelineGroup
CHANNEL WEALTH LLC67,970$3.23M0.91%+2,77113F-HRTimeline
Dynamic Advisor Solutions LLC67,404$3.2M0.1%+60,56713F-HRTimeline
Circle Wealth Management, LLC66,489$3.16M0.07%-3,05013F-HRTimeline
Crown Wealth Group, LLC65,987$3.13M1.18%+31,67513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,246$3.05M0.01%+10,42613F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC63,937$3.04M<0.01%-69,34813F-HR/ATimelineGroup
Ferguson Shapiro LLC60,256$2.86M0.96%+27513F-HRTimeline
Atria Investments, Inc60,216$2.86M0.03%+4,71713F-HRTimeline
Allworth Financial LP59,569$2.83M0.01%+59,08813F-HRTimeline
BLAIR WILLIAM & CO/IL59,490$2.82M0.01%+3,87013F-HRTimeline
JENNISON ASSOCIATES LLC59,079$2.8M<0.01%-425,39913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.55,423$2.63M2.11%+1,08813F-HRTimeline
Cohen Klingenstein LLC53,600$2.54M0.08%013F-HRTimeline
Patriot Financial Group Insurance Agenc…51,882$2.46M0.28%-2,38313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,595$2.45M<0.01%-94713F-HRTimelineGroup
Wealthfront Advisers LLC50,267$2.39M0.01%-3,17613F-HRTimeline
Narus Financial Partners, LLC47,487$2.25M0.7%+4,19213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd47,376$2.25M0.04%-89,30213F-HRTimelineGroup
Insight Advisors, LLC/ PA43,463$2.06M0.33%+24,29813F-HRTimeline
Cetera Investment Advisers43,159$2.05M<0.01%+8,16413F-HRTimeline
Fearless Solutions, LLC dba Best Invest41,261$1.96M1.37%-14713F-HRTimeline
Strategic Financial Concepts, LLC41,259$1.96M0.28%new13F-HRTimeline
THEORY FINANCIAL LLC43,292$1.94M0.74%-33,86713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT40,419$1.92M0.02%+3,89913F-HRTimeline
Defined Financial Planning LLC40,896$1.91M1.7%+5,71413F-HRTimeline
Trivium Point Advisory, LLC40,177$1.91M0.21%-57613F-HRTimeline
TABLEAUX LLC38,986$1.85M1.06%+13,91913F-HR/ATimeline
RoundAngle Advisors LLC38,553$1.83M1.53%+1,30713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC37,391$1.77M<0.01%-1,06913F-HRTimelineGroup
SG Americas Securities, LLC34,741$1.65M0.01%-8813F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,076$1.57M5.09%013F-HRTimeline
IHT Wealth Management, LLC32,251$1.53M0.04%+2,48013F-HRTimeline
CALTON & ASSOCIATES, INC.32,048$1.52M0.26%+7,14713F-HRTimeline
PCG Wealth Advisors, LLC31,579$1.5M0.77%-78613F-HRTimeline
Summit Financial, LLC30,758$1.46M0.03%-118,97313F-HRTimeline
Beacon Pointe Advisors, LLC30,227$1.43M0.01%-4,98413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,848$1.42M0.04%+55413F-HRTimeline
PKS Advisory Services, LLC29,312$1.39M0.35%+92213F-HRTimeline
TD Waterhouse Canada Inc.28,855$1.37M0.01%+23,10013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,523$1.36M<0.01%+10,76613F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL28,211$1.34M0.01%+14,88413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC27,151$1.29M1.09%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,884$1.28M0.03%+22,26613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC26,722$1.27M<0.01%+1,22013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP25,696$1.22M<0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC25,173$1.19M0.31%+2,72213F-HRTimeline
Clearstead Advisors, LLC24,438$1.16M0.02%+17,58013F-HRTimeline
JPL Wealth Management, LLC24,255$1.15M0.31%+1,77513F-HRTimeline
Sharper & Granite LLC24,250$1.15M0.44%+5,82013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.15M0.1%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,206$1.15M0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,140$1.14M<0.01%-1,66713F-HR/ATimelineGroup
Viewpoint Capital Management LLC23,972$1.14M0.56%013F-HRTimeline
CIBC WORLD MARKET INC.23,422$1.11M<0.01%+18,15413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA23,365$1.11M<0.01%-42513F-HRTimelineGroup
Lowe Wealth Advisors, LLC23,092$1.1M0.43%+2,16813F-HRTimeline
Pachira Investments Inc.22,517$1.07M0.81%+12213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,088$1.05M<0.01%-1,56413F-HRTimeline
Merit Financial Group, LLC22,012$1.04M0.01%+70313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,000$1.04M0.04%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$1.04M<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC21,960$1.04M0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…21,065$1000K0.03%+99713F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$997K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,597$978K0.01%+3213F-HR/ATimelineGroup
Smartleaf Asset Management LLC20,377$968K0.09%+14713F-HRTimeline
Sanctuary Advisors, LLC19,857$943K0.01%+52313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…19,338$921K0.59%+4,06613F-HRTimeline
HighTower Advisors, LLC19,170$910K<0.01%+10,90813F-HRTimeline
Oxinas Partners, LLC19,015$903K0.46%+24313F-HRTimeline
Verity Asset Management, Inc.18,903$897K0.43%-21213F-HRTimeline
SWEENEY & MICHEL, LLC19,103$893K0.32%+1,84013F-HRTimeline
Lifestyle Asset Management, Inc.17,646$838K0.39%-61813F-HRTimeline
OLD MISSION CAPITAL LLC17,264$820K0.02%-232,26013F-HRTimeline
NewEdge Advisors, LLC17,053$810K<0.01%-1,15913F-HRTimeline
Steward Partners Investment Advisory, L…16,983$806K0.01%+2,16113F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,256$772K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC15,950$757K0.09%-1,80013F-HRTimeline
Perigon Wealth Management, LLC15,527$737K0.02%+21613F-HRTimeline
Creative Planningin group Creative Planning15,239$723K<0.01%+15413F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC14,963$710K<0.01%new13F-HR/ATimelineGroup
WASHINGTON GROWTH STRATEGIES LLC14,882$706K0.54%+14,83813F-HRTimeline
NorthCoast Asset Management LLC14,674$697K<0.01%-91713F-HRTimeline
Sowa Financial Group, Inc.14,442$686K0.43%-44,55613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,169$673K<0.01%-3,09413F-HRTimelineGroup
Valeo Financial Advisors, LLC49,712$672K0.02%+36,24213F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC13,724$651K0.06%+2,42713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$650K<0.01%013F-HRTimeline
COMERICA BANK13,512$641K<0.01%+33113F-HRTimeline
Harbour Capital Advisors, LLC13,263$629K0.13%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$627K<0.01%013F-HR/ATimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA13,070$620K0.04%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,022$618K0.11%-2213F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC13,011$618K0.31%-56513F-HRTimeline
LANARK FINANCIAL, INC.13,013$617K0.05%+25813F-HRTimeline
Janney Montgomery Scott LLC12,652$601K<0.01%-92413F-HRTimeline
Moors & Cabot, Inc.12,419$590K0.03%+2513F-HRTimeline
Peak Planning Group, LLC12,190$579K0.37%+3,83013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,023$523K0.04%-39513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,850$516K<0.01%-8913F-HRTimeline
WOLVERINE TRADING, LLC10,511$499K0.01%-19513F-HRTimeline
Western Wealth Management, LLC10,329$490K0.03%+1,22413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…10,158$482K0.1%new13F-HRTimeline
IFP Advisors, Inc10,139$481K0.01%+3,20213F-HRTimeline
VestGen Advisors, LLC10,130$481K0.02%+63413F-HRTimeline
BigSur Wealth Management LLC10,000$475K0.12%013F-HRTimeline
Mutual Advisors, LLC10,329$473K0.01%-2213F-HRTimeline
Compound Planning, Inc.9,905$470K0.02%-1,18213F-HRTimeline
Gateway Wealth Partners, LLC9,791$465K0.09%-91313F-HRTimeline
Financial Advocates Investment Manageme…9,424$447K0.04%+18213F-HRTimeline
Sigma Planning Corp9,315$442K0.01%+27813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,052$430K0.02%-5013F-HRTimeline
DF DENT & CO INC9,000$427K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,923$424K<0.01%+1,02313F-HRTimelineGroup
Peak Financial Management, Inc.8,873$421K0.12%013F-HRTimeline
Riverview Capital Advisers, LLC8,855$420K0.12%-1,10013F-HRTimeline
Prospect Financial Services LLC8,841$420K0.26%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,836$419K<0.01%+16913F-HRTimelineGroup
Csenge Advisory Group8,825$408K0.02%-2,54113F-HRTimeline
DIVERSIFIED TRUST CO8,560$406K0.01%013F-HRTimeline
Portland Global Advisors LLC8,555$406K0.05%-82513F-HRTimeline
Capital Investment Advisory Services, L…8,500$403K0.03%+60013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,137$386K0.17%-21013F-HRTimeline
Ausdal Financial Partners, Inc.8,127$386K0.03%+1,38913F-HRTimeline
GHP Investment Advisors, Inc.8,104$385K0.02%-1,10313F-HRTimeline
Cosner Financial Group, LLC8,085$384K0.21%-11013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,935$377K<0.01%new13F-HRTimeline
Legacy PCG, LLC7,870$374K0.24%new13F-HRTimeline
Ameraudi Asset Management, Inc.7,780$369K0.19%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,650$363K0.03%-20513F-HRTimeline
UMB Bank, n.a.7,434$353K0.01%013F-HR/ATimeline