WisdomTree India Earnings Fund is an exchange-traded fund on ARCA. As of Q3 2025, 262 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. MORGAN STANLEY is the largest holder with a position valued at $153.4M.
Overview of institutional ownership in EPI as of Q3 2025
Institutions with the largest positions in EPI as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $153.4M 0.01% of portfolio |
MEITAV DASH INVESTMENTS LTD RIA/Wealth | $140.3M 1.94% of portfolio |
C Clal Insurance Enterprises Holdings Ltd Institution | $132.6M 1.13% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $109.4M 0.01% of portfolio |
M Migdal Insurance & Financial Holdings Ltd. Institution | $92.6M 1.18% of portfolio |
L LPL Financial LLC Institution | $80.7M 0.02% of portfolio |
$71.7M 0.73% of portfolio | |
J JANE STREET GROUP, LLC Institution | $49.2M 0.06% of portfolio |
$43.5M 2.96% of portfolio | |
WELLS FARGO & COMPANY/MN Institution | $38.2M 0.01% of portfolio |
Institutional buying and selling activity for EPI in Q3 2025
| Institution | Net Bought |
|---|---|
J JANE STREET GROUP, LLC Institution | +$33.7M +762.0K shares |
O OLD MISSION CAPITAL LLC Institution | +$17.7M +401.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$12.1M +274.4K shares |
CITIGROUP INC Institution | +$8.3M +188.5K shares |
BARCLAYS PLC Institution | +$6.5M +146.9K shares |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager | +$5.6M +127.5K shares |
LOOMIS SAYLES & CO L P Long Only Manager | +$2.4M +53.6K shares |
Summit Trail Advisors, LLC RIA/Wealth | +$2.2M +49.0K shares |
T TABLEAUX LLC Institution | +$2.0M +45.6K shares |
THEORY FINANCIAL LLC RIA/Wealth | +$1.7M +36.5K shares |
| Institution | Net Sold |
|---|---|
M Migdal Insurance & Financial Holdings Ltd. Institution | −$18.6M −421.4K shares |
MORGAN STANLEY RIA/Wealth | −$14.1M −318.0K shares |
Miracle Mile Advisors, LLC RIA/Wealth | −$12.3M −277.2K shares |
GenTrust, LLC RIA/Wealth | −$12.0M −271.0K shares |
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | −$11.3M −254.7K shares |
BANK OF AMERICA CORP /DE/ Institution | −$9.5M −215.2K shares |
Hamilton Wealth, LLC RIA/Wealth | −$8.7M −183.7K shares |
MEITAV DASH INVESTMENTS LTD RIA/Wealth | −$8.4M −189.7K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | −$8.2M −172.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$8.1M −170.9K shares |
Institutions that initiated new positions or completely exited EPI in Q3 2025
| Institution | Position Value |
|---|---|
B Blue Zone Wealth Advisors, LLC RIA/Wealth | $448.6K 10.2K shares |
E Exit Wealth Advisors, LLC. RIA/Wealth | $358.5K 8.1K shares |
E E&G Advisors, LP RIA/Wealth | $227.9K 5.2K shares |
T TRUST CO OF TOLEDO NA /OH/ Institution | $95.4K 2.2K shares |
FINANCIAL CONSULATE, INC RIA/Wealth | $66.3K 1.5K shares |
Sontag Advisory, LLC RIA/Wealth | $29.3K 662.0 shares |
Heartwood Wealth Advisors LLC RIA/Wealth | $22.5K 509.0 shares |
SIGNATUREFD, LLC RIA/Wealth | $19.9K 450.0 shares |
Steigerwald, Gordon & Koch Inc. RIA/Wealth | $19.8K 448.0 shares |
FIRST HORIZON NATIONAL CORP RIA/Wealth | $4.2K 95.0 shares |
| Institution | Previous Position |
|---|---|
Hamilton Wealth, LLC RIA/Wealth | $8.7M 183.7K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $8.2M 172.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $8.1M 170.9K shares |
L Leibman Financial Services, Inc. Institution | $6.0M 126.6K shares |
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven | $4.3M 91.2K shares |
F FLOW TRADERS U.S. LLC Institution | $3.7M 78.2K shares |
Crown Wealth Group, LLC RIA/Wealth | $3.1M 66.0K shares |
P | $2.5M 51.9K shares |
Q Quadrature Capital Ltd Institution | $2.2M 47.4K shares |
F Fearless Solutions, LLC dba Best Invest RIA/Wealth | $2.0M 41.3K shares |
Institutions with the largest Call and Put options positions in EPI as of Q3 2025
| Institution | Position Value |
|---|---|
N NOMURA HOLDINGS INC Institution | $5.8M 1.3K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.9M 645.0 contracts |
UBS Group AG Institution | $996.3K 225.4 contracts |
W WOLVERINE TRADING, LLC Institution | $875.0K 198.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $565.8K 128.0 contracts |
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | $4.4M 1.0K contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.6M 813.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $243.1K 55.0 contracts |
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage | - - contracts |
Institutions with EPI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
6.84% $6.8M | |
N New Vernon Capital Holdings II LLC Hedge Fund•Multi-Strategy | 6.16% $13.4M |
4.13% $1.5M | |
Laurel Wealth Planning LLC RIA/Wealth | 3.36% $6.3M |
3.13% $15.1M | |
2.96% $43.5M | |
Avid Wealth Partners LLC RIA/Wealth | 2.20% $4.3M |
Members Advisory Group LLC RIA/Wealth | 1.96% $5.5M |
MEITAV DASH INVESTMENTS LTD RIA/Wealth | 1.94% $140.3M |
FOREFRONT WEALTH MANAGEMENT INC. RIA/Wealth | 1.77% $2.4M |
Discover hedge funds investing in EPI

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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