EPI Institutional Ownership
WisdomTree India Earnings Fund
1W: -3.0%
1M: -6.6%
3M: -5.9%
YTD: -13.4%
1Y: -8.8%
3Y: +10.1%
5Y: +15.8%
$40.53
+0.09 (+0.22%)
Weekly Expected Move ±1.8%
$39
$40
$41
$41
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EPI
298
Institutional Holders
-18 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
26
New Positions
59
Increased
145
Reduced
45
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (333 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | 3,390,302 | $137M | -89,733 | -2.6% | 22Q | SEC ↗ |
| 2 | Clal Insurance Enterprises Holdings Lt | 3,000,000 | $122M | — | +0.0% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 2,594,647 | $105M | -288,398 | -10.0% | 60Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,183,780 | $48M | -187,258 | -13.7% | 54Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,020,179 | $41M | -28,957 | -2.8% | 15Q | SEC ↗ |
| 6 | Kranot Hishtalmut Le Morim Ve Gananot | 987,040 | $40M | — | +0.0% | 10Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 837,066 | $34M | -323,300 | -27.9% | 60Q | SEC ↗ |
| 8 | Composition Wealth, LLC | 662,028 | $27M | +67,629 | +11.4% | 15Q | SEC ↗ |
| 9 | Millburn Ridgefield LLC /DE | 617,149 | $25M | +29,397 | +5.0% | 39Q | SEC ↗ |
| 10 | Catalyst Capital Advisors LLC | 617,149 | $25M | +29,397 | +5.0% | 40Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 515,232 | $21M | +208,375 | +67.9% | 16Q | SEC ↗ |
| 12 | CIBC Bancorp USA Inc. | 488,142 | $20M | — | +0.0% | 2Q | SEC ↗ |
| 13 | OLD MISSION CAPITAL LLC | 478,623 | $19M | -408,186 | -46.0% | 8Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 440,755 | $18M | +39,625 | +9.9% | 73Q | SEC ↗ |
| 15 | Venture Visionary Partners LLC | 430,870 | $17M | +4,231 | +1.0% | 11Q | SEC ↗ |
| 16 | Trajan Wealth LLC | 398,476 | $16M | +23,592 | +6.3% | 10Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 394,331 | $16M | +10,891 | +2.8% | 24Q | SEC ↗ |
| 18 | BlackRock, Inc. | 359,921 | $15M | +22,431 | +6.6% | 8Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 355,159 | $14M | -26,645 | -7.0% | 7Q | SEC ↗ |
| 20 | UBS Group AG | 351,503 | $14M | +51,045 | +17.0% | 47Q | SEC ↗ |
| 21 | Kranot Hishtalmut Le Morim Tichoniim H | 342,373 | $14M | — | +0.0% | 10Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 335,594 | $14M | +150,142 | +81.0% | 8Q | SEC ↗ |
| 23 | New Vernon Capital Holdings II LLC | 334,978 | $14M | +157,700 | +89.0% | 17Q | SEC ↗ |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 283,603 | $11M | -13,914 | -4.7% | 48Q | SEC ↗ |
| 25 | SBI Securities Co., Ltd. | 269,323 | $11M | -19,703 | -6.8% | 7Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 259,989 | $11M | -6,933 | -2.6% | 67Q | SEC ↗ |
| 27 | GenTrust, LLC | 242,315 | $10M | +4,819 | +2.0% | 22Q | SEC ↗ |
| 28 | Randolph Co Inc | 219,252 | $9M | -94 | -0.0% | 14Q | SEC ↗ |
| 29 | BARCLAYS PLC | 218,975 | $9M | -342,369 | -61.0% | 67Q | SEC ↗ |
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 213,103 | $9M | -18,353 | -7.9% | 18Q | SEC ↗ |
| 31 | Laurel Wealth Planning LLC | 152,372 | $6M | +105 | +0.1% | 8Q | SEC ↗ |
| 32 | Circle Wealth Management, LLC | 151,599 | $6M | -3,940 | -2.5% | 9Q | SEC ↗ |
| 33 | McAdam, LLC NEW | 151,469 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 34 | CITIGROUP INC | 147,624 | $6M | -209,045 | -58.6% | 63Q | SEC ↗ |
| 35 | Leibman Financial Services, Inc. | 144,201 | $6M | +6,257 | +4.5% | 3Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 124,267 | $5M | -90,874 | -42.2% | 46Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 118,316 | $5M | +5,014 | +4.4% | 11Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 107,191 | $4M | -10,138 | -8.6% | 23Q | SEC ↗ |
| 39 | Glen Eagle Advisors, LLC | 97,012 | $4M | -439 | -0.5% | 39Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 95,596 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Cullen Capital Management, LLC | 93,411 | $4M | -20,736 | -18.2% | 11Q | SEC ↗ |
| 42 | Grey Ledge Advisors, LLC | 91,559 | $4M | -16,215 | -15.0% | 18Q | SEC ↗ |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 91,482 | $4M | +2,276 | +2.6% | 23Q | SEC ↗ |
| 44 | Harel Insurance Investments & Financia | 66,000 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 45 | Mariner, LLC | 65,995 | $3M | -79,247 | -54.6% | 16Q | SEC ↗ |
| 46 | Provident Co of the Employees of the H | 65,613 | $3M | -89,733 | -57.8% | 10Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 63,131 | $3M | -2,521 | -3.8% | 11Q | SEC ↗ |
| 48 | Cetera Investment Advisers | 58,856 | $2M | +1,777 | +3.1% | 15Q | SEC ↗ |
| 49 | TriCert Investment Counsel Inc. NEW | 58,075 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Atria Investments, Inc | 54,660 | $2M | -10,962 | -16.7% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| McAdam, LLC | 151,469 | $6M |
| CITADEL ADVISORS LLC | 95,596 | $4M |
| TriCert Investment Counsel Inc. | 58,075 | $2M |
| Cresset Asset Management, LLC | 46,361 | $2M |
| Sumitomo Mitsui Trust Group, Inc. | 42,519 | $2M |
| Trivium Point Advisory, LLC | 35,409 | $1M |
| Lynx Investment Advisory | 25,886 | $1M |
| Evelyn Partners Group Ltd | 18,862 | $764K |
| Stonebridge Financial Group, LLC/CA | 17,794 | $721K |
| HRT FINANCIAL LP | 11,299 | $458K |
| Valeo Financial Advisors, LLC | 7,929 | $321K |
| StoneX Group Inc. | 6,275 | $254K |
| Lido Advisors, LLC | 6,199 | $251K |
| TRUIST FINANCIAL CORP | 4,853 | $197K |
| Marex Group Ltd | 4,800 | $195K |
| Envision Financial Transparency, LL | 4,555 | $185K |
| TOP Private Wealth LLC. | 548 | $22K |
| IFG Advisory, LLC | 500 | $20K |
| Pinnacle Bancorp, Inc. | 500 | $20K |
| Institute for Wealth Management, LL | 320 | $13K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital Investment Counsel, LLC | 207,881 | $8M |
| Bulltick Wealth Management, LLC | 159,876 | $6M |
| Stelac Advisory Services LLC | 159,540 | $6M |
| NewEdge Wealth, LLC | 148,645 | $6M |
| GREENUP STREET WEALTH MANAGEMENT LL | 134,974 | $5M |
| Avid Wealth Partners LLC | 100,907 | $4M |
| D. E. Shaw & Co., Inc. | 87,377 | $4M |
| MARSHALL WACE, LLP | 77,774 | $3M |
| Ferguson Shapiro LLC | 66,956 | $3M |
| Meridian Wealth Management, LLC | 61,796 | $3M |
| Waverly Advisors, LLC | 54,416 | $2M |
| Carmel Capital Management L.L.C. | 51,755 | $2M |
| Insight Advisors, LLC/ PA | 44,844 | $2M |
| TABLEAUX LLC | 40,750 | $2M |
| Migdal Insurance & Financial Holdin | 36,249 | $1M |
| Apollon Wealth Management, LLC | 32,844 | $1M |
| Itau Unibanco Holding S.A. | 29,770 | $1M |
| Financial & Tax Architects, LLC | 29,535 | $1M |
| Baird Financial Group, Inc. | 28,879 | $1M |
| Qube Research & Technologies Ltd | 26,919 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +208,375 | +67.9% | 515,232 |
| New Vernon Capital Holdings II LLC | +157,700 | +89.0% | 334,978 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +150,142 | +81.0% | 335,594 |
| Composition Wealth, LLC | +67,629 | +11.4% | 662,028 |
| UBS Group AG | +51,045 | +17.0% | 351,503 |
| WELLS FARGO & COMPANY/MN | +39,625 | +9.9% | 440,755 |
| &PARTNERS | +30,068 | +153.6% | 49,640 |
| Millburn Ridgefield LLC /DE | +29,397 | +5.0% | 617,149 |
| Catalyst Capital Advisors LLC | +29,397 | +5.0% | 617,149 |
| Trajan Wealth LLC | +23,592 | +6.3% | 398,476 |
| BlackRock, Inc. | +22,431 | +6.6% | 359,921 |
| Savant Capital, LLC | +19,666 | +98.7% | 39,591 |
| Western Wealth Management, LLC | +14,581 | +152.5% | 24,141 |
| Contango Wealth Management LLC | +14,426 | +318.7% | 18,953 |
| BNP PARIBAS FINANCIAL MARKETS | +13,451 | +42.8% | 44,886 |
| Kestra Advisory Services, LLC | +10,891 | +2.8% | 394,331 |
| TWO SIGMA SECURITIES, LLC | +10,323 | +138.2% | 17,795 |
| EP Wealth Advisors, LLC | +10,022 | +118.9% | 18,452 |
| MERCER GLOBAL ADVISORS INC /ADV | +8,810 | +75.8% | 20,438 |
| Stratos Wealth Advisors, LLC | +8,657 | +47.3% | 26,967 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -408,186 | -46.0% | 478,623 |
| BARCLAYS PLC | -342,369 | -61.0% | 218,975 |
| JPMORGAN CHASE & CO | -323,300 | -27.9% | 837,066 |
| MORGAN STANLEY | -288,398 | -10.0% | 2,594,647 |
| CITIGROUP INC | -209,045 | -58.6% | 147,624 |
| LPL Financial LLC | -187,258 | -13.7% | 1,183,780 |
| COMMONWEALTH EQUITY SERVICES, LLC | -157,083 | -84.2% | 29,529 |
| FLOW TRADERS U.S. LLC | -111,545 | -91.5% | 10,381 |
| Private Advisor Group, LLC | -90,874 | -42.2% | 124,267 |
| Provident Co of the Employees of th | -89,733 | -57.8% | 65,613 |
| MEITAV INVESTMENT HOUSE LTD | -89,733 | -2.6% | 3,390,302 |
| Mariner, LLC | -79,247 | -54.6% | 65,995 |
| Dynamic Advisor Solutions LLC | -77,673 | -88.5% | 10,049 |
| GOLDMAN SACHS GROUP INC | -54,746 | -59.4% | 37,360 |
| Merit Financial Group, LLC | -45,762 | -82.6% | 9,608 |
| PARK AVENUE SECURITIES LLC | -35,875 | -66.9% | 17,777 |
| BANK OF AMERICA CORP /DE | -28,957 | -2.8% | 1,020,179 |
| Rockefeller Capital Management L.P. | -26,962 | -38.7% | 42,684 |
| RAYMOND JAMES FINANCIAL INC | -26,645 | -7.0% | 355,159 |
| Cullen Capital Management, LLC | -20,736 | -18.2% | 93,411 |