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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

289 managers (292 13F filers) reported a position in EPI shares at 2025-12-31, 34,373,115 shares in all. 33 filers opened a position and 23 filers sold out during the quarter.

Managers
289
13F filers
292
New
33
Added
74
Reduced
91
Sold out
23
Shares held by filers
34,373,115

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,207,457$148M0.01%-263,99713F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,178,209$147M1.7%013F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$139M0.9%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,086,319$96.6M0.83%-8,00013F-HRTimelineGroup
LPL Financial LLC1,840,160$85.2M0.02%+13,75013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,621,500$75.1M0.65%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,454,105$67.3M<0.01%-1,020,65013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,329,413$61.5M0Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,097,416$50.8M<0.01%+478,28013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN762,199$35.3M0.01%-101,39213F-HRTimelineGroup
Composition Wealth, LLC686,162$31.8M0.46%-44,21113F-HRTimeline
OLD MISSION CAPITAL LLC525,859$24.3M0.94%+107,40113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.489,592$22.7M0.04%-1,38113F-HRTimelineGroup
Venture Visionary Partners LLC451,781$20.9M0.68%+57813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC444,429$20.6M0.01%-18,98913F-HRTimelineGroup
Millburn Ridgefield LLC /DE/440,569$20.4M0.49%-24,07313F-HRTimeline
Catalyst Capital Advisors LLC440,569$20.4M0.42%-24,07313F-HRTimeline
Private Advisor Group, LLC428,514$19.8M0.09%+95,86713F-HRTimeline
UBS Group AGin group UBS Group AG394,692$18.3M<0.01%-68,39013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC389,934$18.1M0.07%+65,74313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…364,151$16.9M0.01%-94,48513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC359,728$16.7M<0.01%+10,79413F-HRTimelineGroup
Trajan Wealth LLC351,208$16.3M0.68%+2,57213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.333,919$15.5M<0.01%+6,11513F-HRTimelineGroup
SBI Securities Co., Ltd.320,121$14.8M0.38%+22,21813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…316,414$14.6M<0.01%-115,55813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC310,687$14.4M0.01%+99,87413F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…302,875$14M6.65%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC284,384$13.2M0.02%-829,11413F-HRTimelineGroup
NewEdge Wealth, LLC241,966$11.2M0.13%new13F-HRTimeline
MML INVESTORS SERVICES, LLC227,258$10.5M0.03%+10,80313F-HRTimeline
Randolph Co Inc219,181$10.1M0.97%+2,69613F-HRTimeline
GenTrust, LLC218,996$10.1M0.44%+13,48213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding211,931$9.81M-42,711Timeline
Capital Investment Counsel, LLC210,685$9.75M1.35%+6,71213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC195,830$9.06M0.01%-89,14313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,748$8.37M0.01%-63,50913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA161,416$7.47M<0.01%-77,26013F-HRTimelineGroup
Bulltick Wealth Management, LLC159,876$7.4M1.57%-6913F-HRTimeline
Provident Co of the Employees of the He…155,346$7.19M7.46%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…154,729$7.16M0.01%+64,18213F-HRTimelineGroup
Avid Wealth Partners LLC144,681$6.7M3.27%+46,57613F-HRTimeline
Laurel Wealth Planning LLC143,905$6.66M3.69%+1,63513F-HRTimeline
Circle Wealth Management, LLC143,703$6.65M0.1%+69,36413F-HRTimeline
Carmel Capital Management L.L.C.137,755$6.38M1.93%+7,40013F-HRTimeline
Leibman Financial Services, Inc.131,987$6.11M4.41%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,500$5.81M0.04%+18,35413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC120,616$5.58M<0.01%-298,81613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding112,606$5.21M+9,760Timeline
Glen Eagle Advisors, LLC102,067$4.72M0.64%-2,10313F-HRTimeline
Grey Ledge Advisors, LLC98,058$4.54M1.03%+3,42213F-HRTimeline
Meridian Wealth Management, LLC89,351$4.14M0.15%-19913F-HRTimeline
Cullen Capital Management, LLC88,959$4.12M0.04%-3,18613F-HRTimeline
Prosperity Consulting Group, LLC84,725$3.92M0.18%-8,76813F-HRTimeline
Dynamic Advisor Solutions LLC82,793$3.83M0.12%+9,91913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,318$3.72M<0.01%+43,28313F-HR/ATimelineGroup
THEORY FINANCIAL LLC70,557$3.12M1.05%-9,21213F-HRTimeline
Ferguson Shapiro LLC66,956$3.1M0.95%+5,99713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,752$3M<0.01%+11,60313F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P64,731$3M<0.01%-80,00013F-HRTimelineGroup
Merit Financial Group, LLC64,618$2.99M0.02%+58,41913F-HRTimeline
Mariner, LLCin group Mariner, LLC62,384$2.89M<0.01%+35,89313F-HRTimelineGroup
Atria Investments, Inc62,048$2.87M0.03%-4,22213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,607$2.85M0.01%-4,17713F-HR/ATimelineGroup
FOREFRONT WEALTH MANAGEMENT INC.54,126$2.51M1.8%-48713F-HRTimeline
Cohen Klingenstein LLC53,600$2.48M0.08%013F-HRTimeline
Wealthfront Advisers LLC52,651$2.44M0.01%-4,11813F-HRTimeline
Narus Financial Partners, LLC51,101$2.37M0.65%-33013F-HRTimeline
Cetera Investment Advisers50,334$2.33M<0.01%-3,89613F-HRTimeline
BLAIR WILLIAM & CO/IL50,209$2.32M0.01%-11,55313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…46,794$2.17M0.07%-67413F-HRTimelineGroup
Sharper & Granite LLC45,874$2.12M0.75%-2,80013F-HRTimeline
Insight Advisors, LLC/ PA44,844$2.08M0.31%+1,18113F-HRTimeline
Allworth Financial LP44,843$2.08M0.01%-14,33813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT41,538$1.92M0.02%+2,18613F-HRTimeline
Trivium Point Advisory, LLC39,146$1.81M0.18%-1,96813F-HRTimeline
RoundAngle Advisors LLC37,848$1.75M1.28%-72213F-HRTimeline
Cambridge Investment Research Advisors,…36,192$1.68M<0.01%-35,84913F-HRTimeline
Creative Planningin group Creative Planning34,152$1.58M<0.01%+13,31913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,056$1.58M<0.01%+5,18013F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.33,390$1.55M0.32%-8,21213F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…33,076$1.53M3.52%013F-HRTimeline
JENNISON ASSOCIATES LLC32,336$1.5M<0.01%013F-HRTimeline
Financial & Tax Architects, LLC29,535$1.37M0.31%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.29,770$1.36M0.03%+6,17013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,879$1.34M<0.01%+6,93313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC27,825$1.29M0.02%+94113F-HRTimelineGroup
Perigon Wealth Management, LLC27,192$1.26M0.02%013F-HRTimeline
Qube Research & Technologies Ltd26,919$1.25M<0.01%+26,81313F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC26,723$1.24M0.84%-2,34213F-HRTimeline
Strategic Wealth Investment Group, LLC26,069$1.21M0.15%-12,29913F-HRTimeline
IHT Wealth Management, LLC25,989$1.2M0.03%-1,75313F-HRTimeline
MAI Capital Management25,909$1.2M0.01%+24,47613F-HRTimeline
Clearstead Advisors, LLC25,197$1.17M0.01%+75913F-HRTimeline
PKS Advisory Services, LLC25,136$1.16M0.27%-3,90913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,430$1.13M0.01%-9413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…24,382$1.13M0.03%+3,41013F-HRTimeline
TABLEAUX LLC23,321$1.13M0.8%-22,23513F-HR/ATimeline
Sunbelt Securities, Inc.24,361$1.13M0.08%+1,87213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$1.12M0.08%013F-HRTimeline
Viewpoint Capital Management LLC23,972$1.11M0.48%013F-HRTimeline
Oxinas Partners, LLC22,790$1.05M0.51%+87813F-HRTimeline
Smartleaf Asset Management LLC22,646$1.04M0.04%+1,03713F-HRTimeline
Dala Group, LLC22,285$1.03M0.89%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$1.02M<0.01%013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA21,840$1.01M<0.01%-57013F-HRTimelineGroup
Caprock Group, LLC21,376$990K0.02%013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$972K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,552$953K<0.01%+35413F-HRTimeline
Verity Asset Management, Inc.20,442$946K0.41%+98813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,347$942K0.01%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd19,346$896K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,189$888K<0.01%-4,62713F-HRTimelineGroup
Beacon Financial Advisory LLC19,078$883K0.2%-6,46513F-HRTimeline
Sanctuary Advisors, LLC18,974$878K<0.01%+1,01213F-HRTimeline
HighTower Advisors, LLC18,486$856K<0.01%+1,89713F-HRTimeline
NewEdge Advisors, LLC18,208$843K<0.01%-1,41313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…17,333$812K0.5%-1,12213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,448$808K0.24%+42813F-HRTimeline
EP Wealth Advisors, LLC17,225$797K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.16,308$755K0.06%+1,80113F-HRTimeline
JPL Wealth Management, LLC16,210$750K0.18%-7,81513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,068$697K<0.01%new13F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC14,882$689K0.45%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,571$674K<0.01%+1,12013F-HR/ATimelineGroup
Pachira Investments Inc.14,191$657K0.32%-1,36013F-HRTimeline
Cascade Financial Partners, LLC14,100$653K0.07%+50013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,045$650K<0.01%013F-HRTimelineGroup
Sowa Financial Group, Inc.14,013$649K0.34%-42913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,766$637K<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC13,736$636K0.05%-1813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$634K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,547$627K0.1%+43013F-HRTimelineGroup
Harbour Capital Advisors, LLC13,263$621K0.13%013F-HRTimeline
RHUMBLINE ADVISERS13,359$618K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.13,355$618K0.09%new13F-HRTimeline
COMERICA BANK13,247$613K<0.01%+48313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$612K<0.01%013F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA13,070$605K0.04%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,873$596K<0.01%+43213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,579$582K<0.01%-4,39413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,220$566K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,960$554K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,668$540K0.03%-2,48213F-HRTimeline
Janney Montgomery Scott LLC11,563$535K<0.01%-1,92013F-HRTimeline
Goldenstone Wealth Management LLC11,327$524K0.39%13F-HRTimeline
Valeo Financial Advisors, LLC10,836$502K0.01%-26813F-HRTimeline
IFP Advisors, Inc10,818$501K0.01%+39913F-HRTimeline
Sigma Planning Corp10,780$499K0.01%+1,10413F-HRTimeline
Beacon Pointe Advisors, LLC10,765$498K<0.01%-19,16513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…10,739$493K<0.01%-6713F-HRTimeline
Blue Zone Wealth Advisors, LLC10,108$468K0.09%-4213F-HRTimeline
SWEENEY & MICHEL, LLC10,116$468K0.14%-10,30413F-HRTimeline
Mutual Advisors, LLC10,079$467K0.01%013F-HRTimeline
BigSur Wealth Management LLC10,000$463K0.11%013F-HRTimeline
Western Wealth Management, LLC9,838$455K0.02%-50913F-HRTimeline
D.A. DAVIDSON & CO.9,838$455K<0.01%+27213F-HRTimeline
Gateway Wealth Partners, LLC9,500$440K0.05%+2,38013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC9,454$438K0.23%+1,63013F-HRTimeline
Steward Partners Investment Advisory, L…9,287$430K<0.01%+55113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,149$424K0.01%-17,51713F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,052$419K0.02%013F-HRTimeline
DF DENT & CO INC9,000$417K0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.8,909$412K0.24%13F-HRTimeline
Riverview Capital Advisers, LLC8,855$410K0.12%013F-HRTimeline
Peak Financial Management, Inc.8,848$410K0.11%013F-HRTimeline
Moors & Cabot, Inc.8,808$408K0.02%-75013F-HRTimeline
Prospect Financial Services LLC8,684$402K0.23%-1813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,667$401K<0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO8,560$396K0.01%013F-HRTimeline
Congress Park Capital LLC8,515$394K0.12%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,505$394K0.18%-31813F-HRTimeline
Capital Investment Advisory Services, L…8,500$393K0.03%013F-HRTimeline
Summit Trail Advisors, LLC8,181$379K0.01%-284,88613F-HRTimeline
Exit Wealth Advisors, LLC.8,110$375K0.22%013F-HRTimeline
GHP Investment Advisors, Inc.8,104$375K0.02%013F-HRTimeline
Cosner Financial Group, LLC8,078$374K0.19%013F-HRTimeline
Legacy PCG, LLC7,934$367K0.23%-29513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,300$338K<0.01%-1,62313F-HRTimelineGroup
UMB Bank, n.a.7,258$336K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHANNEL WEALTH LLC7,067$327K0.08%-29,63913F-HRTimeline
Arta Finance Wealth Management LLC6,963$322K0.16%13F-HRTimeline
Summit Financial, LLC6,957$322K<0.01%-1,01913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.6,867$315K0.05%013F-HRTimeline
Crewe Advisors LLC6,650$308K0.03%013F-HRTimeline
Fisher Asset Management, LLC6,620$306K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC6,600$306K<0.01%+97613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,550$303K0.02%-60013F-HRTimeline
Aptus Capital Advisors, LLC6,401$296K<0.01%+5,17213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,360$294K0.01%+1,00913F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$292K0.24%013F-HRTimeline
Procyon Advisors, LLC6,312$292K0.01%-65013F-HRTimeline
Pettinga Financial Advisors LLC6,200$287K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,069$281K0.01%+1,35613F-HRTimeline
Portland Global Advisors LLC5,920$274K0.03%-1,51513F-HRTimeline
GTS SECURITIES LLC5,793$268K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.5,755$266K<0.01%013F-HRTimeline
FLC Capital Advisors5,470$253K0.05%new13F-HRTimeline
Dunhill Financial, LLC5,452$252K0.06%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,450$252K0.04%013F-HRTimelineGroup