EPI Institutional Ownership & Shareholders
WISDOMTREE INDIA EARNINGS (EPI) is currently held by 241 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Meitav Investment House Ltd is currently the largest disclosed institutional shareholder of EPI tracked by InsiderSet, reporting ownership valued at approximately $138.09M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $138.90M, representing an estimated gain of +0.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed EPI value among the investors covered in this analysis. Major shareholders include Meitav Investment House Ltd, Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE INDIA EARNINGS (EPI).
This page ranks the largest institutional EPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
241
Total Reported Value
$1.07B
Largest Holder
Meitav Investment House Ltd
Largest Position
$138.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Meitav Investment House Ltd | 0.89% | 3,390,302 | $138,087,000 | $138,900,673 | +$813,673 | +0.59% | |
| Clal Insurance Enterprises Holdings Ltd | 0.58% | 3,000,000 | $128,340,000 | $122,910,000 | -$5,430,000 | -4.23% | |
| Morgan Stanley | 0.01% | 2,594,647 | $110,999,030 | $106,302,688 | -$4,696,342 | -4.23% | |
| Lpl Financial Llc | 0.01% | 1,183,780 | $50,642,089 | $48,499,467 | -$2,142,622 | -4.23% | |
| Bank Of America Corp | 0.00% | 1,020,179 | $43,643,268 | $41,796,734 | -$1,846,534 | -4.23% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 1.73% | 987,040 | $42,225,571 | $40,439,029 | -$1,786,542 | -4.23% | |
| Jpmorgan Chase & Co | 0.00% | 837,066 | $35,684,171 | $34,294,594 | -$1,389,577 | -3.89% | |
| Composition Wealth, Llc | 0.33% | 662,028 | $28,321,572 | $27,123,287 | -$1,198,285 | -4.23% | |
| Catalyst Capital Advisors Llc | 0.43% | 651,990 | $26,555,553 | $26,712,030 | +$156,477 | +0.59% | |
| Millburn Ridgefield Llc | 0.50% | 617,149 | $26,401,634 | $25,284,595 | -$1,117,039 | -4.23% | |
| Ameriprise Financial Inc | 0.00% | 515,232 | $22,038,210 | $21,109,055 | -$929,155 | -4.22% | |
| Cibc Bancorp Usa Inc. | 0.03% | 488,142 | $20,882,715 | $19,999,178 | -$883,537 | -4.23% | |
| Old Mission Capital Llc | 0.52% | 478,623 | $20,475,491 | $19,609,184 | -$866,307 | -4.23% | |
| Wells Fargo & Company/Mn | 0.00% | 440,755 | $18,855,516 | $18,057,732 | -$797,784 | -4.23% | |
| Venture Visionary Partners Llc | 0.46% | 428,576 | $17,455,919 | $17,558,759 | +$102,840 | +0.59% | |
| Trajan Wealth Llc | 0.64% | 398,476 | $17,046,790 | $16,325,562 | -$721,228 | -4.23% | |
| Blackrock, Inc. | 0.00% | 359,921 | $15,397,420 | $14,745,963 | -$651,457 | -4.23% | |
| Raymond James Financial Inc | 0.00% | 355,159 | $15,193,706 | $14,550,864 | -$642,842 | -4.23% | |
| Ubs Group Ag | 0.00% | 351,503 | $15,037,298 | $14,401,078 | -$636,220 | -4.23% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 1.81% | 342,373 | $14,646,717 | $14,027,022 | -$619,695 | -4.23% | |
| Susquehanna International Group, Llp | 0.01% | 335,594 | $14,356,711 | $13,749,286 | -$607,425 | -4.23% | |
| New Vernon Capital Holdings Ii Llc | 7.90% | 334,978 | $14,330,359 | $13,724,049 | -$606,310 | -4.23% | |
| Massachusetts Financial Services Co | 0.00% | 283,603 | $12,132,536 | $11,619,215 | -$513,321 | -4.23% | |
| Royal Bank Of Canada | 0.00% | 259,989 | $11,124,000 | $10,651,749 | -$472,251 | -4.25% | |
| Sbi Securities Co., Ltd. | 0.24% | 263,239 | $10,721,724 | $10,784,902 | +$63,178 | +0.59% | |
| Gentrust, Llc | 0.40% | 242,315 | $10,366,236 | $9,927,646 | -$438,590 | -4.23% | |
| Barclays Plc | 0.00% | 218,975 | $9,367,751 | $8,971,406 | -$396,345 | -4.23% | |
| Randolph Co Inc | 0.77% | 219,652 | $8,946,426 | $8,999,142 | +$52,716 | +0.59% | |
| Kestra Advisory Services, Llc | 0.02% | 196,550 | $8,005,473 | $8,052,654 | +$47,181 | +0.59% | |
| Circle Wealth Management, Llc | 0.08% | 151,599 | $6,485,405 | $6,211,011 | -$274,394 | -4.23% | |
| Mcadam, Llc | 0.24% | 158,738 | $6,465,402 | $6,503,496 | +$38,094 | +0.59% | |
| Citigroup Inc | 0.00% | 147,624 | $6,315,355 | $6,048,155 | -$267,200 | -4.23% | |
| Leibman Financial Services, Inc. | 4.26% | 151,803 | $6,182,934 | $6,219,369 | +$36,435 | +0.59% | |
| Private Advisor Group, Llc | 0.02% | 124,267 | $5,316,163 | $5,091,219 | -$224,944 | -4.23% | |
| Mml Investors Services, Llc | 0.01% | 118,316 | $5,061,549 | $4,847,407 | -$214,142 | -4.23% | |
| Equitable Holdings, Inc. | 0.03% | 107,191 | $4,585,628 | $4,391,615 | -$194,013 | -4.23% | |
| Glen Eagle Advisors, Llc | 0.52% | 97,012 | $4,150,168 | $3,974,582 | -$175,586 | -4.23% | |
| Citadel Advisors Llc | 0.00% | 95,596 | $4,089,597 | $3,916,568 | -$173,029 | -4.23% | |
| Cullen Capital Management, Llc | 0.04% | 93,411 | $3,996,123 | $3,827,049 | -$169,074 | -4.23% | |
| Envestnet Asset Management Inc | 0.00% | 91,482 | $3,913,597 | $3,748,018 | -$165,579 | -4.23% | |
| Grey Ledge Advisors, Llc | 0.73% | 87,962 | $3,582,748 | $3,603,803 | +$21,055 | +0.59% | |
| Mariner, Llc | 0.00% | 65,995 | $2,823,286 | $2,703,815 | -$119,471 | -4.23% | |
| Provident Co Of The Employees Of The Hebrew University Ltd | 2.15% | 65,613 | $2,806,924 | $2,688,165 | -$118,759 | -4.23% | |
| Stifel Financial Corp | 0.00% | 63,131 | $2,701,108 | $2,586,477 | -$114,631 | -4.24% | |
| Cetera Investment Advisers | 0.00% | 58,856 | $2,517,864 | $2,411,330 | -$106,534 | -4.23% | |
| Wealthfront Advisers Llc | 0.00% | 52,881 | $2,262,249 | $2,166,535 | -$95,714 | -4.23% | |
| Atria Investments, Inc | 0.02% | 54,776 | $2,231,026 | $2,244,173 | +$13,147 | +0.59% | |
| Zacks Investment Management | 0.02% | 50,543 | $2,162,258 | $2,070,747 | -$91,511 | -4.23% | |
| &Partners | 0.01% | 49,640 | $2,123,578 | $2,033,751 | -$89,827 | -4.23% | |
| Sharper & Granite Llc | 0.71% | 50,929 | $2,077,903 | $2,086,561 | +$8,658 | +0.42% |
Frequently asked questions about EPI
Who are the largest institutional holders of EPI?
The largest institutional holders of EPI reported in the latest SEC Form 13F filings include Meitav Investment House Ltd, Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported EPI position.
What is EPI institutional ownership?
This page tracks EPI positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INDIA EARNINGS (EPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPI?
InsiderSet currently tracks 241 institutional managers reporting EPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPI shareholders.
How much EPI stock do institutions own?
Institutional investment managers disclosed approximately $1.07B in EPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPI institutional ownership last updated?
The latest EPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPI position after the reporting date.
Are institutions buying or selling EPI?
Institutional buying and selling can be analyzed by comparing EPI positions across consecutive 13F reporting periods. InsiderSet's EPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPI ownership changes.
How has EPI institutional ownership changed over time?
InsiderSet tracks EPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.