ETF Holders

Who owns EPI?

International

WisdomTree India Earnings Fund · WisdomTree

251 institutions reported holding EPI, worth $1.1B, in Form 13F filings for June 30, 2026.

13F holders
251
Institutional value
$1.1B
Change from prior quarter
-5.2%
−$61.8M, with price moves
New and sold-out firms
31 / 44
60 added, 95 trimmed

Top 10 institutional holders of EPI

FirmLocationValueSharesChange
Meitav Investment House Ltd.Bene-Beraq, Israel$145.0M3,390,302−89,733 shares
Clal Insurance Enterprises Holdings LtdTel-Aviv, Israel$128.3M3,000,000No change
Morgan StanleyNew York, NY$111.0M2,594,647−288,398 shares
LPL Financial LLCFort Mill, SC$50.6M1,183,780−187,258 shares
Bank of America Corp.Charlotte, NC$43.6M1,020,179−28,957 shares
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDTel Aviv, Israel$42.2M987,040No change
JPMorgan Chase & CoNew York, NY$35.7M837,066−323,300 shares
Composition Wealth, LLCLos Angeles, CA$28.3M662,028+67,629 shares
Catalyst Capital Advisors LLCSan Juan, PR$26.4M617,149+29,397 shares
Millburn Ridgefield LLCNew York, NY$26.4M617,149+29,397 shares
241 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns EPI?

251 institutional managers reported holding EPI in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Meitav Investment House Ltd., at $145.0M.

Did institutions buy or sell EPI last quarter?

Reported 13F value fell 5.2% from March 31, 2026, which includes price moves as well as buying and selling. 31 firms reported a new position and 44 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is EPI ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.