Who Owns EPI?
WisdomTree India Earnings Fund — Institutional Ownership & 13F Holdings
$43.30
+0.06 (+0.13%)
Market Cap
$2.6B
Shares Outstanding
64,636,051
Institutional Holders
285
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+94
Institutional data as of Q1 2025
New Positions
79
Closed Positions
54
Increased
81
Decreased
76
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $145.2M | 3,321,683 |
| 2 | MORGAN STANLEY | $142.6M | 3,261,321 |
| 3 | BlackRock, Inc. | $114.0M | 2,608,335 |
| 4 | Migdal Insurance & Financial Holdings Ltd.New | $112.0M | 2,561,219 |
| 5 | BANK OF AMERICA CORP /DE/ | $108.8M | 2,489,446 |
| 6 | Harel Insurance Investments & Financial Services Ltd.New | $70.9M | 1,621,500 |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | $63.7M | 1,458,378 |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $42.8M | 978,965 |
| 9 | Composition Wealth, LLC | $41.3M | 945,945 |
| 10 | WELLS FARGO & COMPANY/MN | $37.4M | 856,115 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +429K | $114.0M |
| Migdal Insurance & Financial Holdings Ltd.New | +2.6M | $112.0M |
| BANK OF AMERICA CORP /DE/ | +219K | $108.8M |
| Harel Insurance Investments & Financial Services Ltd.New | +1.6M | $70.9M |
| Composition Wealth, LLC | +33K | $41.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -2.9M | $1.0M |
| THRIVENT FINANCIAL FOR LUTHERANS | -848K | $11K |
| ASSETMARK, INC | -765K | $269K |
| JENNISON ASSOCIATES LLC | -596K | $21.2M |
| MORGAN STANLEY | -437K | $142.6M |
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Frequently Asked Questions
How many institutional investors hold EPI?
As of Q1 2025, 285 institutional investors report holding EPI (WisdomTree India Earnings Fund) in their 13F filings.
Which hedge fund owns the most EPI?
The largest institutional holder of EPI is MEITAV INVESTMENT HOUSE LTD with $145.2M in shares.
Are institutions buying or selling EPI?
This quarter, 79 institutions opened new positions in EPI and 54 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.