EPI · WisdomTree India Earnings Fund ETF
$43.34
-0.07 (-0.16%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $4,940,704
Total Shares: 115,491
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 2 13F filers · Δ vs Dec 31, 2025Top Holder
93.7%
−6.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,816
Highly concentrated−1,184
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+1098.0%
Shares held:
+1196.3%
Top Buyers
vs Dec 31, 2025No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | −1,614 | 7,295 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 108,196 | $4,628,624 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC EPI | $4,089,596 | 82.77% | 95,596 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC EPI | $539,028 | 10.91% | 12,600 | Put | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. EPI | $312,080 | 6.32% | 7,295 | Shares | 2026-08-24 |