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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

268 managers (270 13F filers) reported a position in EPI shares at 2025-09-30, 36,705,560 shares in all. 18 filers opened a position and 42 filers sold out during the quarter.

Managers
268
13F filers
270
New
18
Added
88
Reduced
96
Sold out
42
Shares held by filers
36,705,560

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,471,454$153M0.01%-317,99813F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,178,209$140M1.85%-189,69013F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$133M1.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,474,755$109M0.01%-215,21713F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,094,319$92.6M1%-421,35113F-HRTimelineGroup
LPL Financial LLC1,826,410$80.7M0.02%-1,38313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,500$71.7M0.64%013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,329,413$58.6M0Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,113,498$49.2M0.06%+762,01413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN863,591$38.2M0.01%-33,46913F-HRTimelineGroup
Composition Wealth, LLC730,373$32.3M0.48%-277,22813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO619,136$27.4M<0.01%-124,57613F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.490,973$21.7M0.04%013F-HRTimelineGroup
Millburn Ridgefield LLC /DE/464,642$20.5M0.49%+31,30113F-HRTimeline
Catalyst Capital Advisors LLC464,642$20.5M0.41%+31,30113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC463,418$20.5M0.01%-53,97113F-HRTimelineGroup
UBS Group AGin group UBS Group AG463,082$20.5M<0.01%-164,13413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…458,636$20.3M0.01%+36,00813F-HRTimelineGroup
Venture Visionary Partners LLC451,203$19.9M0.69%+7,66913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…431,972$19.1M0.01%+127,51213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC419,432$18.5M0.01%+274,37013F-HRTimelineGroup
OLD MISSION CAPITAL LLC418,458$18.5M0.66%+401,19413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC348,934$15.4M<0.01%-110,62713F-HRTimelineGroup
Trajan Wealth LLC348,636$15.4M0.67%-2,64213F-HRTimeline
Private Advisor Group, LLC332,647$14.7M0.07%-22913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.327,804$14.5M<0.01%+18,33213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC324,191$14.3M0.07%-13,97613F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…302,875$13.4M6.16%013F-HRTimelineGroup
SBI Securities Co., Ltd.297,903$13.2M0.34%-11,69313F-HRTimeline
Summit Trail Advisors, LLC293,067$13M0.18%+49,02613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC284,973$12.6M0.01%+188,48813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding254,642$11.3M-1,014Timeline
COMMONWEALTH EQUITY SERVICES, LLC244,257$10.8M0.01%-42,88013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA238,676$10.6M<0.01%-63,30913F-HRTimelineGroup
Randolph Co Inc216,485$9.57M0.93%+58113F-HRTimeline
MML INVESTORS SERVICES, LLC216,455$9.57M0.03%+9,71413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC210,813$9.32M<0.01%+146,87613F-HR/ATimelineGroup
GenTrust, LLC205,514$9.08M0.41%-270,99613F-HRTimeline
Capital Investment Counsel, LLC203,973$9.02M1.33%+8,59913F-HRTimeline
Bulltick Wealth Management, LLC159,945$7.07M1.67%-40013F-HRTimeline
Provident Co of the Employees of the He…155,346$6.85M6.84%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P144,731$6.4M0.01%+53,60013F-HRTimelineGroup
Laurel Wealth Planning LLC142,270$6.29M3.33%-2,44913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC134,974$5.97M0.92%-1,28213F-HRTimeline
Carmel Capital Management L.L.C.130,355$5.76M1.75%+95013F-HRTimeline
Members Advisory Group LLC125,056$5.53M1.96%-14,14513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,146$4.74M0.03%+12,79113F-HRTimelineGroup
Glen Eagle Advisors, LLC104,170$4.6M0.64%-713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,846$4.55M<0.01%+10,07913F-HRTimelineGroup
Avid Wealth Partners LLC98,105$4.34M2.15%+8,64413F-HRTimeline
Grey Ledge Advisors, LLC94,636$4.18M0.95%+2,02513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC93,746$4.14M0.4%+3,35713F-HRTimelineGroup
Prosperity Consulting Group, LLC93,493$4.13M0.2%+4,91313F-HRTimeline
Cullen Capital Management, LLC92,145$4.07M0.04%-117,93013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,547$4M0.01%+10,48413F-HRTimelineGroup
Meridian Wealth Management, LLC89,550$3.96M0.15%+14,44413F-HRTimeline
THEORY FINANCIAL LLC79,769$3.71M1.31%+36,47713F-HRTimeline
Circle Wealth Management, LLC74,339$3.29M0.06%+7,85013F-HRTimeline
Dynamic Advisor Solutions LLC72,874$3.22M0.09%+5,47013F-HRTimeline
Cambridge Investment Research Advisors,…72,041$3.18M0.01%+3,01713F-HRTimeline
SG Americas Securities, LLC70,199$3.1M0.01%+35,45813F-HRTimeline
Atria Investments, Inc66,270$2.93M0.03%+6,05413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,784$2.91M0.01%+1,53813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL61,762$2.73M0.01%+2,27213F-HRTimeline
Ferguson Shapiro LLC60,959$2.69M0.87%+70313F-HRTimeline
Allworth Financial LP59,181$2.62M0.01%-38813F-HRTimeline
Wealthfront Advisers LLC56,769$2.51M0.01%+6,50213F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.54,613$2.41M1.77%-81013F-HRTimeline
Cetera Investment Advisers54,230$2.4M<0.01%+11,07113F-HRTimeline
Cohen Klingenstein LLC53,600$2.37M0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,149$2.35M<0.01%+1,55413F-HRTimelineGroup
Narus Financial Partners, LLC51,431$2.27M0.62%+3,94413F-HR/ATimeline
Sharper & Granite LLC48,674$2.15M0.77%+24,42413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…47,468$2.1M0.07%-34,26813F-HRTimelineGroup
TABLEAUX LLC45,556$2.01M0.81%+6,57013F-HRTimeline
Defined Financial Planning LLC44,468$1.99M1.65%+3,57213F-HRTimeline
Insight Advisors, LLC/ PA43,663$1.93M0.3%+20013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.41,602$1.84M0.4%-254,68313F-HRTimeline
Trivium Point Advisory, LLC41,114$1.82M0.19%+93713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT39,352$1.74M0.01%-1,06713F-HRTimeline
RoundAngle Advisors LLC38,570$1.7M1.32%+1713F-HRTimeline
Strategic Wealth Investment Group, LLC38,368$1.7M0.14%+34,66813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,035$1.64M<0.01%-31,14113F-HRTimelineGroup
CHANNEL WEALTH LLC36,706$1.62M0.43%-31,26413F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,076$1.46M4.13%013F-HRTimeline
JENNISON ASSOCIATES LLC32,336$1.43M<0.01%-26,74313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,397$1.39M0.01%-67,30013F-HRTimelineGroup
Beacon Pointe Advisors, LLC29,930$1.32M0.01%-29713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC29,065$1.28M0.89%+1,91413F-HRTimeline
PKS Advisory Services, LLC29,045$1.28M0.27%-26713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,876$1.28M<0.01%+35313F-HRTimelineGroup
IHT Wealth Management, LLC27,742$1.23M0.03%-4,50913F-HRTimeline
Perigon Wealth Management, LLC27,192$1.2M0.02%+11,66513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,884$1.19M0.02%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC26,666$1.18M0.03%-3,18213F-HRTimeline
Mariner, LLCin group Mariner, LLC26,491$1.17M<0.01%-23113F-HRTimelineGroup
Beacon Financial Advisory LLC25,543$1.13M0.26%+37013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,524$1.08M0.02%+31813F-HRTimelineGroup
Clearstead Advisors, LLC24,438$1.08M0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.07M0.08%013F-HRTimeline
Lowe Wealth Advisors, LLC24,112$1.07M0.39%+1,02013F-HRTimeline
JPL Wealth Management, LLC24,025$1.06M0.25%-23013F-HRTimeline
Viewpoint Capital Management LLC23,972$1.06M0.47%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,816$1.05M<0.01%-32413F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.23,600$1.04M0.04%+1,60013F-HRTimelineGroup
Sunbelt Securities, Inc.22,489$994K0.07%+21,99113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA22,410$990K<0.01%-95513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$972K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,946$970K<0.01%new13F-HRTimelineGroup
Oxinas Partners, LLC21,912$969K0.52%+2,89713F-HRTimeline
Smartleaf Asset Management LLC21,609$955K0.06%+1,23213F-HRTimeline
Caprock Group, LLC21,376$936K0.02%13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$928K<0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…20,972$927K0.03%-9313F-HRTimeline
Creative Planningin group Creative Planning20,833$921K<0.01%+5,59413F-HRTimelineGroup
SWEENEY & MICHEL, LLC20,420$915K0.31%+1,31713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,198$906K<0.01%-1,89013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,347$899K0.01%-25013F-HR/ATimelineGroup
NewEdge Advisors, LLC19,621$867K<0.01%+2,56813F-HRTimeline
Verity Asset Management, Inc.19,454$860K0.28%+55113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…18,455$820K0.48%-88313F-HRTimeline
Sanctuary Advisors, LLC17,962$794K<0.01%-1,89513F-HR/ATimeline
Csenge Advisory Group17,663$781K0.04%+8,83813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,020$752K0.24%-64,58313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,973$750K<0.01%+10,05713F-HRTimelineGroup
HighTower Advisors, LLC16,589$733K<0.01%-2,58113F-HRTimeline
Pachira Investments Inc.15,551$687K0.39%-6,96613F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC14,882$658K0.47%013F-HRTimeline
LANARK FINANCIAL, INC.14,507$641K0.05%+1,49413F-HRTimeline
Sowa Financial Group, Inc.14,442$638K0.36%013F-HRTimeline
NorthCoast Asset Management LLC14,418$637K<0.01%-25613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,150$625K0.04%+3,12713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,045$621K<0.01%-12413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC13,754$608K0.04%+3013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$606K<0.01%013F-HRTimeline
Cascade Financial Partners, LLC13,600$601K0.07%-2,35013F-HRTimeline
Janney Montgomery Scott LLC13,483$596K<0.01%+83113F-HRTimeline
Harbour Capital Advisors, LLC13,263$595K0.12%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,451$595K<0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$584K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,117$580K0.1%+9513F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA13,070$578K0.04%013F-HRTimeline
COMERICA BANK12,764$564K<0.01%-74813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,441$550K<0.01%+5,44413F-HRTimeline
Valeo Financial Advisors, LLC11,104$491K0.01%-38,60813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,806$478K<0.01%-4413F-HRTimeline
Mutual Advisors, LLC10,079$469K0.01%-25013F-HRTimeline
IFP Advisors, Inc10,419$461K0.01%+28013F-HR/ATimeline
Western Wealth Management, LLC10,347$457K0.02%+1813F-HRTimeline
Blue Zone Wealth Advisors, LLC10,150$449K0.09%new13F-HRTimeline
BigSur Wealth Management LLC10,000$442K0.11%013F-HRTimeline
Sigma Planning Corp9,676$428K0.01%+36113F-HRTimeline
D.A. DAVIDSON & CO.9,566$423K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.9,558$422K0.02%-2,86113F-HRTimeline
VestGen Advisors, LLC9,417$416K0.01%-71313F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,052$400K0.02%013F-HRTimeline
DF DENT & CO INC9,000$398K0.01%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,923$394K<0.01%013F-HRTimelineGroup
Riverview Capital Advisers, LLC8,855$391K0.11%013F-HRTimeline
Peak Financial Management, Inc.8,848$391K0.1%-2513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,823$390K0.19%-4,18813F-HRTimeline
Steward Partners Investment Advisory, L…8,736$386K<0.01%-8,24713F-HRTimeline
Prospect Financial Services LLC8,702$385K0.22%-13913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,667$383K<0.01%-16913F-HRTimelineGroup
DIVERSIFIED TRUST CO8,560$378K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…8,500$376K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.8,244$364K0.02%+11713F-HRTimeline
Legacy PCG, LLC8,229$364K0.22%+35913F-HRTimeline
Exit Wealth Advisors, LLC.8,110$358K0.24%13F-HRTimeline
GHP Investment Advisors, Inc.8,104$358K0.02%013F-HRTimeline
Cosner Financial Group, LLC8,078$357K0.19%-713F-HRTimeline
Summit Financial, LLC7,976$353K0.01%-22,78213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC7,824$346K0.15%-31313F-HRTimeline
Portland Global Advisors LLC7,435$329K0.04%-1,12013F-HRTimeline
Ameraudi Asset Management, Inc.7,280$322K0.19%-50013F-HR/ATimeline
UMB Bank, n.a.7,258$321K<0.01%-17613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR INVESTMENT ADVISORY, LLC7,150$316K0.03%-50013F-HRTimeline
Gateway Wealth Partners, LLC7,120$315K0.04%-2,67113F-HRTimeline
Procyon Advisors, LLC6,962$308K0.02%+50013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.6,867$304K0.05%-7513F-HRTimeline
Crewe Advisors LLC6,650$294K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC6,423$284K<0.01%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$279K0.24%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,200$274K<0.01%-22,01113F-HR/ATimeline
Pettinga Financial Advisors LLC6,200$274K0.05%-15013F-HRTimeline
Merit Financial Group, LLC6,199$274K<0.01%-15,81313F-HR/ATimeline
PCG Wealth Advisors, LLC6,115$270K0.08%-25,46413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,938$262K<0.01%+1,03413F-HRTimelineGroup
TD Waterhouse Canada Inc.5,755$256K<0.01%-23,10013F-HRTimeline
FMR LLCin group FMR LLC5,624$249K<0.01%+94113F-HRTimelineGroup
CIBC WORLD MARKET INC.5,479$242K<0.01%-17,94313F-HRTimeline
Dunhill Financial, LLC5,452$241K0.06%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,450$241K0.04%-413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO5,368$237K<0.01%-783,74813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,351$237K<0.01%+23013F-HRTimelineGroup
E&G Advisors, LLC5,155$228K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC4,849$225K0.01%-2613F-HRTimeline
Sava Infond d.o.o.5,000$221K0.03%013F-HRTimeline
RFG Advisory, LLC4,901$217K<0.01%+4813F-HRTimeline
PRIVATE TRUST CO NA4,735$209K0.02%-18013F-HRTimeline