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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

270 managers (275 13F filers) reported a position in EPI shares at 2026-03-31, 29,178,505 shares in all. 25 filers opened a position and 39 filers sold out during the quarter.

Managers
270
13F filers
275
New
25
Added
88
Reduced
90
Sold out
39
Shares held by filers
29,178,505

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,480,035$142M1.56%+301,82613F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…3,000,000$122M0.74%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,883,045$118M0.01%-324,41213F-HRTimelineGroup
LPL Financial LLC1,371,038$55.9M0.01%-469,12213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding1,329,413$54.2M0Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,160,366$45.9M<0.01%+62,95013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,049,136$42.8M<0.01%-404,96913F-HRTimelineGroup
OLD MISSION CAPITAL LLC886,809$36.2M0.86%+360,95013F-HRTimeline
Composition Wealth, LLC594,399$24.3M0.33%-91,76313F-HRTimeline
Millburn Ridgefield LLC /DE/587,752$24M0.52%+147,18313F-HRTimeline
Catalyst Capital Advisors LLC587,752$24M0.45%+147,18313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC561,344$22.9M0.01%+250,65713F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.488,142$19.9M0.03%13F-HRTimelineGroup
Venture Visionary Partners LLC426,639$17.4M0.58%-25,14213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN401,130$16.4M<0.01%-361,06913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding390,556$15.9M+622Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC381,804$15.6M<0.01%-62,62513F-HRTimelineGroup
Trajan Wealth LLC374,884$15.3M0.62%+23,67613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC356,669$14.6M0.01%+160,83913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.337,490$13.8M<0.01%+3,57113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC306,857$12.5M<0.01%-52,87113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding300,850$12.3M-93,842Timeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…297,517$12.1M<0.01%-18,89713F-HRTimelineGroup
SBI Securities Co., Ltd.289,026$11.8M0.32%-31,09513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA266,922$10.9M<0.01%+105,50613F-HRTimelineGroup
GenTrust, LLC237,496$9.69M0.41%+18,50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…231,456$9.44M0.01%-132,69513F-HRTimelineGroup
Randolph Co Inc219,346$8.95M0.85%+16513F-HRTimeline
Private Advisor Group, LLC215,141$8.78M0.04%-213,37313F-HRTimeline
Capital Investment Counsel, LLC207,881$8.48M1.16%-2,80413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,612$7.61M0.01%+5,86413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…185,452$7.57M0.01%+30,72313F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…177,278$7.23M5.33%-125,59713F-HRTimelineGroup
Bulltick Wealth Management, LLC159,876$6.52M1.44%013F-HRTimeline
Stelac Advisory Services LLC159,540$6.51M1.32%new13F-HRTimeline
Circle Wealth Management, LLC155,539$6.35M0.09%+11,83613F-HRTimeline
Provident Co of the Employees of the He…155,346$6.34M10%013F-HRTimeline
Laurel Wealth Planning LLC152,267$6.21M3.28%+8,36213F-HRTimeline
NewEdge Wealth, LLC148,645$6.06M0.07%-93,32113F-HRTimeline
Mariner, LLCin group Mariner, LLC145,242$5.93M0.01%+82,85813F-HRTimelineGroup
Leibman Financial Services, Inc.137,944$5.63M4.13%+5,95713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.117,329$5.43M0.03%-8,17113F-HRTimelineGroup
FLOW TRADERS U.S. LLC121,926$4.97M0.16%new13F-HRTimeline
Cullen Capital Management, LLC114,147$4.66M0.05%+25,18813F-HRTimeline
MML INVESTORS SERVICES, LLC113,302$4.62M0.01%-113,95613F-HRTimeline
Grey Ledge Advisors, LLC107,774$4.4M0.99%+9,71613F-HRTimeline
Avid Wealth Partners LLC100,907$4.12M1.95%-43,77413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,828$3.99M-14,778Timeline
Glen Eagle Advisors, LLC97,451$3.98M0.56%-4,61613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC92,106$3.76M<0.01%+11,78813F-HRTimelineGroup
Dynamic Advisor Solutions LLC87,722$3.58M0.11%+4,92913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.87,377$3.56M<0.01%+75,41713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP77,774$3.17M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,646$2.84M0.01%+8,03913F-HRTimelineGroup
Wealthfront Advisers LLC68,986$2.81M0.01%+16,33513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…66,000$2.69M0.02%-1,555,50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,652$2.68M<0.01%+90013F-HRTimelineGroup
Atria Investments, Inc65,622$2.68M0.03%+3,57413F-HRTimeline
Meridian Wealth Management, LLC61,796$2.52M0.09%-27,55513F-HRTimeline
Cetera Investment Advisers57,079$2.33M<0.01%+6,74513F-HRTimeline
Merit Financial Group, LLC55,370$2.26M0.02%-9,24813F-HRTimeline
Waverly Advisors, LLC54,416$2.22M0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,652$2.19M0.02%new13F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT52,145$2.13M0.02%+10,60713F-HRTimeline
Carmel Capital Management L.L.C.51,755$2.11M0.6%-86,00013F-HRTimeline
Sharper & Granite LLC50,929$2.08M0.71%+5,05513F-HRTimeline
Narus Financial Partners, LLC49,389$2.02M0.53%-1,71213F-HRTimeline
Allworth Financial LP48,493$1.98M0.01%+3,65013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,903$1.95M<0.01%+14,84713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL47,054$1.92M0.01%-3,15513F-HRTimeline
Cohen Klingenstein LLC47,000$1.92M0.06%-6,60013F-HRTimeline
TABLEAUX LLC40,750$1.66M0.81%+17,42913F-HRTimeline
Cambridge Investment Research Advisors,…37,748$1.54M<0.01%+1,55613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …36,249$1.48M0.01%-2,050,07013F-HRTimelineGroup
Yahav Achim Ve Achayot - Provident Fund…33,076$1.35M2.51%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,844$1.34M0.02%+5,01913F-HRTimelineGroup
Creative Planningin group Creative Planning32,447$1.32M<0.01%-1,70513F-HRTimelineGroup
TD Waterhouse Canada Inc.32,235$1.31M<0.01%+26,48013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31,435$1.28M<0.01%+18,85613F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.29,770$1.21M0.03%013F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.28,467$1.16M0.23%-4,92313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding27,472$1.12M-184,459Timeline
Beacon Pointe Advisors, LLC27,320$1.11M0.01%+16,55513F-HRTimeline
Perigon Wealth Management, LLC27,127$1.11M0.02%-6513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC26,923$1.1M0.79%+20013F-HRTimeline
Clearstead Advisors, LLC26,865$1.1M0.01%+1,66813F-HRTimeline
THEORY FINANCIAL LLC26,624$1.09M0.38%-43,93313F-HRTimeline
Sunbelt Securities, Inc.26,535$1.08M0.07%+2,17413F-HRTimeline
IHT Wealth Management, LLC26,151$1.07M0.02%+16213F-HRTimeline
MAI Capital Management25,707$1.05M0.01%-20213F-HRTimeline
Oxinas Partners, LLC25,437$1.04M0.47%+2,64713F-HRTimeline
Strategic Wealth Investment Group, LLC25,349$1.03M0.13%-72013F-HRTimeline
PKS Advisory Services, LLC25,235$1.03M0.24%+9913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,229$989K0.07%013F-HRTimeline
Viewpoint Capital Management LLC23,972$978K0.46%013F-HRTimeline
Robertson Stephens Wealth Management, L…23,751$969K0.03%-63113F-HRTimeline
Smartleaf Asset Management LLC23,977$949K0.03%+1,33113F-HRTimeline
RoundAngle Advisors LLC22,966$937K0.7%-14,88213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC22,533$919K<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…22,000$898K<0.01%013F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL21,917$894K<0.01%+17,33213F-HRTimeline
Caprock Group, LLC21,846$891K0.02%+47013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA21,840$891K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC21,147$863K<0.01%+2,66113F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21,000$857K<0.01%013F-HRTimeline
Verity Asset Management, Inc.20,925$854K0.36%+48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,491$836K<0.01%+1,30213F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…20,068$826K0.5%+2,73513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,925$813K<0.01%-42213F-HRTimelineGroup
Sanctuary Advisors, LLC19,612$800K<0.01%+63813F-HRTimeline
&PARTNERS19,572$799K<0.01%new13F-HRTimeline
Contango Wealth Management LLC18,953$773K0.9%+14,42613F-HRTimeline
NewEdge Advisors, LLC18,023$735K<0.01%-18513F-HR/ATimeline
Beacon Financial Advisory LLC17,282$705K0.16%-1,79613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…16,710$682K0.2%-73813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,068$615K<0.01%013F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC14,882$607K0.4%013F-HRTimeline
LANARK FINANCIAL, INC.14,645$598K0.04%-1,66313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,252$595K<0.01%+11,68113F-HRTimelineGroup
Harbour Capital Advisors, LLC13,263$580K0.11%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,956$569K0.04%+22013F-HRTimeline
BigSur Wealth Management LLC13,770$562K0.16%+3,77013F-HRTimeline
Sowa Financial Group, Inc.13,748$561K0.28%-26513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,700$559K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,530$552K<0.01%-7,02213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,211$539K<0.01%013F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA13,070$533K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,011$531K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,958$529K0.03%+1,29013F-HRTimeline
Goldenstone Wealth Management LLC11,736$479K0.35%+40913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,711$478K0.01%-12,71913F-HRTimelineGroup
Janney Montgomery Scott LLC11,651$475K<0.01%+8813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,628$474K<0.01%-1,24513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,542$471K0.02%-35,25213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,198$457K<0.01%-2,56813F-HRTimelineGroup
JENNISON ASSOCIATES LLC11,151$455K<0.01%-21,18513F-HRTimeline
SWEENEY & MICHEL, LLC10,316$443K0.13%+20013F-HRTimeline
IFP Advisors, Inc10,778$440K0.01%-4013F-HRTimeline
Cascade Financial Partners, LLC10,714$437K0.05%-3,38613F-HRTimeline
Congress Park Capital LLC10,540$430K0.13%+2,02513F-HRTimeline
Sigma Planning Corp10,158$414K0.01%-62213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,056$410K0.07%+4,60613F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P9,992$408K<0.01%-54,73913F-HRTimelineGroup
Mutual Advisors, LLC9,842$402K0.01%-23713F-HRTimeline
D.A. DAVIDSON & CO.9,838$401K<0.01%013F-HRTimeline
Western Wealth Management, LLC9,560$390K0.01%-27813F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,502$388K0.03%-4,04513F-HRTimelineGroup
Dala Group, LLC9,257$378K0.32%-13,02813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC9,190$375K0.2%-26413F-HRTimeline
Crewe Advisors LLC9,150$373K0.03%+2,50013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC9,052$369K0.02%013F-HRTimeline
DF DENT & CO INC9,000$367K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,968$366K<0.01%+30113F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC8,882$362K0.07%-1,22613F-HRTimeline
Riverview Capital Advisers, LLC8,855$361K0.12%013F-HRTimeline
Peak Financial Management, Inc.8,848$361K0.09%013F-HRTimeline
Prospect Financial Services LLC8,684$354K0.22%013F-HRTimeline
DIVERSIFIED TRUST CO8,560$349K0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,464$345K<0.01%-10,88213F-HRTimelineGroup
Capital Investment Advisory Services, L…8,450$345K0.03%-5013F-HRTimeline
EP Wealth Advisors, LLC8,430$344K<0.01%-8,79513F-HRTimeline
CARLSON FINANCIAL, INC.8,216$335K0.2%-69313F-HRTimeline
Cosner Financial Group, LLC8,136$332K0.18%+5813F-HRTimeline
GHP Investment Advisors, Inc.8,104$331K0.01%013F-HRTimeline
Moors & Cabot, Inc.8,058$329K0.01%-75013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,980$326K<0.01%-4,24013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,836$320K<0.01%-1,45113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,788$318K0.01%-1,36113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.7,653$312K<0.01%+1,58413F-HRTimeline
Aptus Capital Advisors, LLC7,625$311K<0.01%+1,22413F-HRTimeline
TWO SIGMA SECURITIES, LLC7,472$305K0.04%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,300$298K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.7,258$296K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAINEY & RANDALL WEALTH ADVISORS INC.7,065$295K0.05%+19813F-HRTimeline
Pachira Investments Inc.7,071$288K0.13%-7,12013F-HRTimeline
Integrated Wealth Concepts LLC6,931$283K<0.01%new13F-HRTimeline
Procyon Advisors, LLC6,914$282K0.01%+60213F-HRTimeline
Exit Wealth Advisors, LLC.6,693$273K0.14%-1,41713F-HRTimeline
FMR LLCin group FMR LLC6,383$260K<0.01%-21713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC6,350$259K0.02%-20013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$258K0.22%013F-HRTimeline
Pettinga Financial Advisors LLC6,200$253K0.05%013F-HRTimeline
Summit Financial, LLC6,033$246K<0.01%-92413F-HRTimeline
Arta Finance Wealth Management LLC6,004$245K0.12%-95913F-HRTimeline
BCS Private Wealth Management, Inc.6,000$245K0.07%+1,50013F-HRTimeline
Portland Global Advisors LLC5,670$231K0.02%-25013F-HRTimeline
J.W. COLE ADVISORS, INC.5,545$226K0.01%new13F-HRTimeline
FLC Capital Advisors5,470$223K0.04%013F-HRTimeline
Dunhill Financial, LLC5,452$222K0.05%013F-HRTimeline
RFG Advisory, LLC5,267$215K<0.01%+24013F-HRTimeline
Prosperity Consulting Group, LLC5,267$215K0.01%-79,45813F-HRTimeline
E&G Advisors, LLC5,255$214K0.05%+10013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,180$211K<0.01%-13213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,122$209K<0.01%-1,23813F-HRTimelineGroup
Sava Infond d.o.o.5,000$204K0.03%013F-HRTimeline
Gateway Wealth Partners, LLC4,988$204K0.01%-4,51213F-HRTimeline
PlanVest Financial, Inc4,986$203K0.15%13F-HRTimeline
CIBC WORLD MARKET INC.4,916$201K<0.01%+6213F-HRTimeline
Global Trust Asset Management, LLC4,880$199K0.08%+20013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,706$192K0.04%+59313F-HRTimeline