Who owns WisdomTree India Earnings Fund?
Institutional ownership of EPI from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
180
13F holders
$650.9M
value, 2026 filers
31.1%
of shares outstanding (15.3M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of EPI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.6M | $111.0M | 0.0% | 5.3% | -10.0% |
| 2 | LPL Financial LLC | 1.2M | $50.6M | 0.0% | 2.4% | -13.7% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.0M | $43.6M | 0.0% | 2.1% | -2.8% |
| 4 | JPMORGAN CHASE & CO | 837,066 | $35.7M | 0.0% | 1.7% | -27.9% |
| 5 | Composition Wealth, LLC | 662,028 | $28.3M | 0.3% | 1.3% | +11.4% |
| 6 | Catalyst Capital Advisors LLC | 617,149 | $26.4M | 0.4% | 1.2% | +5.0% |
| 7 | AMERIPRISE FINANCIAL INC | 515,232 | $22.0M | 0.0% | 1% | +67.9% |
| 8 | CIBC Bancorp USA Inc. | 488,142 | $20.9M | 0.0% | 1% | 0.0% |
| 9 | OLD MISSION CAPITAL LLC | 478,623 | $20.5M | 0.3% | 1% | -46.0% |
| 10 | WELLS FARGO & COMPANY/MN | 440,755 | $18.9M | 0.0% | 0.9% | +9.9% |
| 11 | Venture Visionary Partners LLC | 430,870 | $18.4M | 0.5% | 0.9% | +1.0% |
| 12 | Kestra Advisory Services, LLC | 394,331 | $16.9M | 0.1% | 0.8% | +2.8% |
| 13 | BlackRock, Inc. | 359,921 | $15.4M | 0.0% | 0.7% | +6.6% |
| 14 | RAYMOND JAMES FINANCIAL INC | 355,159 | $15.2M | 0.0% | 0.7% | -7.0% |
| 15 | UBS Group AG | 351,503 | $15.0M | 0.0% | 0.7% | +17.0% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 335,594 | $14.4M | 0.0% | 0.7% | +81.0% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 283,603 | $12.1M | 0.0% | 0.6% | -4.7% |
| 18 | SBI Securities Co., Ltd. | 269,323 | $11.5M | 0.3% | 0.5% | -6.8% |
| 19 | ROYAL BANK OF CANADA | 259,989 | $11.1M | 0.0% | 0.5% | -2.6% |
| 20 | GenTrust, LLC | 242,315 | $10.4M | 0.4% | 0.5% | +2.0% |
| 21 | BARCLAYS PLC | 218,975 | $9.4M | 0.0% | 0.4% | -61.0% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213,103 | $9.1M | 0.0% | 0.4% | -7.9% |
| 23 | Circle Wealth Management, LLC | 151,599 | $6.5M | 0.1% | 0.3% | -2.5% |
| 24 | McAdam, LLCNEW | 151,469 | $6.5M | 0.3% | 0.3% | new |
| 25 | CITIGROUP INC | 147,624 | $6.3M | 0.0% | 0.3% | -58.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.