WISDOMTREE INDIA EARNINGS (EPI) Institutional Shareholders
WISDOMTREE INDIA EARNINGS (EPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $983.07M in EPI holdings during the latest filing period.
Meitav Investment House Ltd is currently the largest disclosed institutional shareholder of EPI tracked by InsiderSet, reporting ownership valued at approximately $145.04M in its June 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 $145.75M, representing an estimated gain of +0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed EPI value among the investors covered in this analysis. Major shareholders include Meitav Investment House Ltd, Morgan Stanley, Lpl Financial Llc, 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
260
Total Reported Value
$983.07M
Largest Holder
Meitav Investment House Ltd
Largest Position
$145.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | 0.98% | 3,390,302 | $145,037,119 | $145,749,083 | +$711,964 | +0.49% | |
| Morgan Stanley | 0.01% | 2,883,045 | $117,628,286 | $123,942,105 | +$6,313,819 | +5.37% | |
| Lpl Financial Llc | 0.01% | 1,371,038 | $55,938,367 | $58,940,924 | +$3,002,557 | +5.37% | |
| Bank Of America Corp | 0.00% | 1,049,136 | $42,804,740 | $45,102,357 | +$2,297,617 | +5.37% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 2.64% | 987,040 | $40,271,232 | $42,432,850 | +$2,161,618 | +5.37% | |
| Old Mission Capital Llc | 0.86% | 886,809 | $36,181,807 | $38,123,919 | +$1,942,112 | +5.37% | |
| Composition Wealth, Llc | 0.33% | 662,028 | $28,321,572 | $28,460,584 | +$139,012 | +0.49% | |
| Catalyst Capital Advisors Llc | 0.44% | 617,149 | $26,401,634 | $26,531,236 | +$129,602 | +0.49% | |
| Millburn Ridgefield Llc | 0.50% | 617,149 | $26,401,634 | $26,531,236 | +$129,602 | +0.49% | |
| Barclays Plc | 0.01% | 561,344 | $22,902,835 | $24,132,179 | +$1,229,344 | +5.37% | |
| Cibc Bancorp Usa Inc. | 0.03% | 488,142 | $19,916,194 | $20,985,225 | +$1,069,031 | +5.37% | |
| Venture Visionary Partners Llc | 0.51% | 430,870 | $18,432,638 | $18,523,101 | +$90,463 | +0.49% | |
| Kestra Advisory Services, Llc | 0.05% | 394,331 | $16,869,489 | $16,952,290 | +$82,801 | +0.49% | |
| Wells Fargo & Company/Mn | 0.00% | 401,130 | $16,366,094 | $17,244,579 | +$878,485 | +5.37% | |
| Raymond James Financial Inc | 0.00% | 381,804 | $15,577,627 | $16,413,754 | +$836,127 | +5.37% | |
| Trajan Wealth Llc | 0.62% | 374,884 | $15,295,254 | $16,116,263 | +$821,009 | +5.37% | |
| Citigroup Inc | 0.01% | 356,669 | $14,552,095 | $15,333,200 | +$781,105 | +5.37% | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd | 2.76% | 342,373 | $13,968,818 | $14,718,615 | +$749,797 | +5.37% | |
| Blackrock, Inc. | 0.00% | 337,490 | $13,769,592 | $14,508,695 | +$739,103 | +5.37% | |
| Ameriprise Financial Inc | 0.00% | 306,857 | $12,528,208 | $13,191,782 | +$663,574 | +5.30% | |
| Ubs Group Ag | 0.00% | 300,458 | $12,258,686 | $12,916,689 | +$658,003 | +5.37% | |
| Massachusetts Financial Services Co | 0.00% | 297,517 | $12,138,694 | $12,790,256 | +$651,562 | +5.37% | |
| Sbi Securities Co., Ltd. | 0.26% | 269,323 | $11,521,638 | $11,578,196 | +$56,558 | +0.49% | |
| Royal Bank Of Canada | 0.00% | 266,922 | $10,891,000 | $11,474,977 | +$583,977 | +5.36% | |
| Gentrust, Llc | 0.41% | 237,496 | $9,689,837 | $10,209,953 | +$520,116 | +5.37% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 231,456 | $9,443,418 | $9,950,293 | +$506,875 | +5.37% | |
| Randolph Co Inc | 0.79% | 219,252 | $9,379,601 | $9,425,643 | +$46,042 | +0.49% | |
| Susquehanna International Group, Llp | 0.01% | 185,452 | $7,566,442 | $7,972,581 | +$406,139 | +5.37% | |
| New Vernon Capital Holdings Ii Llc | 5.33% | 177,278 | $7,232,942 | $7,621,181 | +$388,239 | +5.37% | |
| Laurel Wealth Planning Llc | 2.88% | 152,372 | $6,518,475 | $6,550,472 | +$31,997 | +0.49% | |
| Stelac Advisory Services Llc | 1.32% | 159,540 | $6,509,232 | $6,858,625 | +$349,393 | +5.37% | |
| Circle Wealth Management, Llc | 0.09% | 155,539 | $6,345,991 | $6,686,622 | +$340,631 | +5.37% | |
| Leibman Financial Services, Inc. | 4.10% | 144,201 | $6,168,927 | $6,199,201 | +$30,274 | +0.49% | |
| Newedge Wealth, Llc | 0.07% | 148,645 | $6,064,725 | $6,390,249 | +$325,524 | +5.37% | |
| Mariner, Llc | 0.01% | 145,242 | $5,925,844 | $6,243,954 | +$318,110 | +5.37% | |
| Equitable Holdings, Inc. | 0.03% | 117,329 | $5,431,159 | $5,043,974 | -$387,185 | -7.13% | |
| Private Advisor Group, Llc | 0.02% | 124,267 | $5,316,163 | $5,342,238 | +$26,075 | +0.49% | |
| Cullen Capital Management, Llc | 0.05% | 114,147 | $4,657,198 | $4,907,180 | +$249,982 | +5.37% | |
| Mml Investors Services, Llc | 0.01% | 113,302 | $4,622,724 | $4,870,853 | +$248,129 | +5.37% | |
| Avid Wealth Partners Llc | 1.95% | 100,907 | $4,116,991 | $4,337,992 | +$221,001 | +5.37% | |
| Glen Eagle Advisors, Llc | 0.56% | 97,451 | $3,975,982 | $4,189,418 | +$213,436 | +5.37% | |
| Grey Ledge Advisors, Llc | 0.79% | 91,559 | $3,916,852 | $3,936,121 | +$19,269 | +0.49% | |
| Goldman Sachs Group Inc | 0.00% | 92,106 | $3,757,938 | $3,959,637 | +$201,699 | +5.37% | |
| Envestnet Asset Management Inc | 0.00% | 89,206 | $3,639,598 | $3,834,966 | +$195,368 | +5.37% | |
| D. E. Shaw & Co., Inc. | 0.00% | 87,377 | $3,564,982 | $3,756,337 | +$191,355 | +5.37% | |
| Marshall Wace, Llp | 0.00% | 77,774 | $3,173,179 | $3,343,504 | +$170,325 | +5.37% | |
| Rockefeller Capital Management L.P. | 0.01% | 69,646 | $2,841,575 | $2,994,082 | +$152,507 | +5.37% | |
| Wealthfront Advisers Llc | 0.01% | 68,986 | $2,814,629 | $2,965,708 | +$151,079 | +5.37% | |
| Provident Co Of The Employees Of The Hebrew University Ltd | 2.15% | 65,613 | $2,806,924 | $2,820,703 | +$13,779 | +0.49% | |
| Stifel Financial Corp | 0.00% | 65,652 | $2,678,944 | $2,822,379 | +$143,435 | +5.35% |
Frequently asked questions about EPI
Who owns the most EPI stock?
The largest holders of EPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INDIA EARNINGS (EPI).
Is EPI widely held by superinvestors?
Many widely followed stocks like EPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.