WISDOMTREE INDIA EARNINGS (EPI) Institutional Ownership Changes & 13F Activity
WISDOMTREE INDIA EARNINGS (EPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Old Mission Capital Llc, Raymond James Financial Inc, Private Advisor Group, Llc, and Ameriprise Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dala Group, Llc | Buy | +22,285 | — | 22,285 | $1.03M | Q4 2025 | Jun 18, 2026 |
| Independent Financial Group, Llc | Sell | -17,517 | -65.7% | 9,149 | $423.51K | Q4 2025 | May 15, 2026 |
| Walsh & Associates, Llc | Buy | +100 | — | 100 | $4.63K | Q4 2025 | May 14, 2026 |
| Bravera Wealth | Buy | +1,844 | — | 1,844 | $85.36K | Q4 2025 | Apr 22, 2026 |
| Osbon Capital Management Llc | Buy | +3,048 | — | 3,048 | $141.07K | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | Buy | +24,361 | — | 24,361 | $1.13M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +14,571 | — | 14,571 | $674.49K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +444,429 | — | 444,429 | $20.57M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +18,208 | — | 18,208 | $842.87K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +17,225 | — | 17,225 | $797.35K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +12,873 | — | 12,873 | $595.89K | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +10,765 | — | 10,765 | $498.33K | Q4 2025 | Feb 18, 2026 |
| Andrews Advisory Associates, Llc | Buy | +4,886 | — | 4,886 | $226.17K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +1,454,105 | — | 1,454,105 | $67.31M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +525,859 | — | 525,859 | $24.34M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +428,514 | — | 428,514 | $19.84M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +359,728 | — | 359,728 | $16.66M | Q4 2025 | Feb 17, 2026 |
| New Vernon Capital Holdings Ii Llc | Buy | +302,875 | — | 302,875 | $14.02M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +161,416 | — | 161,416 | $7.47M | Q4 2025 | Feb 17, 2026 |
| Bulltick Wealth Management, Llc | Buy | +159,876 | — | 159,876 | $7.40M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +154,729 | — | 154,729 | $7.16M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +125,500 | — | 125,500 | $5.81M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +120,616 | — | 120,616 | $5.58M | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, Llc | Buy | +84,725 | — | 84,725 | $3.92M | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +61,607 | — | 61,607 | $2.85M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +50,334 | — | 50,334 | $2.33M | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +50,209 | — | 50,209 | $2.32M | Q4 2025 | Feb 17, 2026 |
| Zacks Investment Management | Buy | +41,538 | — | 41,538 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +34,152 | — | 34,152 | $1.58M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +34,056 | — | 34,056 | $1.58M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about EPI activity
Which institutional owners are buying EPI?
Institutional owners buying EPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EPI activity?
"Buy" means an investor increased their reported position in EPI compared to the prior reporting period. This reflects growing exposure to WISDOMTREE INDIA EARNINGS (EPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EPI increasing?
Institutional interest in EPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.