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
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
93.7%
+81.8 pts
Top 5
100.0%
+59.5 pts
Top 10
100.0%
+45.6 pts
HHI
8,816
Highly concentrated+8,359
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
272
Unchanged
0
Holder count:
-271
Institutional value:
-99.6%
Shares held:
-99.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +92,996 | 108,196 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | 7,295 | $312,080 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid MEITAV INVESTMENT HOUSE LTD | 3,480,035 | $141,985,428 | |
| Large Clal Insurance Enterprises Holdings Ltd | 3,000,000 | $122,400,000 | |
| Mega MORGAN STANLEY | 2,883,045 | $117,628,234 | |
| Mega LPL Financial LLC | 1,371,038 | $55,938,350 | |
| Mega JPMORGAN CHASE & CO | 1,160,366 | $47,342,928 |
| 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 |