EPI institutional holders

WisdomTree India Earnings Fund · 262 reporting institutions · $1B reported value

Funds that can replace EPI · EPI return decomposition

Institutional holdings

Institutions reporting EPI, largest first
InstitutionReported positionAdvisors at firmReport period
Meitav Investment House Ltd$145M02026-06-30
Morgan Stanley$111M23,1852026-06-30
Lpl Financial LLC$50.6M23,4582026-06-30
Bank of America Corp /de$43.6M02026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$42.2M02026-06-30
Jpmorgan Chase & Co$35.7M02026-06-30
Composition Wealth, LLC$28.3M762026-06-30
Catalyst Capital Advisors LLC$26.4M72026-06-30
Millburn Ridgefield LLC$26.4M02026-06-30
CIBC Private Wealth Group LLC$22.7M02025-12-31
Ameriprise Financial Inc$22M02026-06-30
CIBC Bancorp USA Inc.$20.9M02026-06-30
Old Mission Capital LLC$20.5M02026-06-30
Wells Fargo & Company/mn$18.9M02026-06-30
Venture Visionary Partners LLC$18.4M312026-06-30
Trajan Wealth LLC$17M522026-06-30
Kestra Advisory Services, LLC$16.9M1,4792026-06-30
Blackrock, Inc.$15.4M02026-06-30
Raymond James Financial Inc$15.2M02026-06-30
UBS Group AG$15M02026-06-30
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd$14.6M02026-06-30
Susquehanna International Group, LLP$14.4M02026-06-30
New Vernon Capital Holdings II LLC$14.3M02026-06-30
Massachusetts Financial Services Co /ma$12.1M02026-06-30
Sbi Securities Co., Ltd.$11.5M02026-06-30
Royal Bank of Canada$11.1M02026-06-30
Gentrust, LLC$10.4M222026-06-30
Randolph Co Inc$9.4M42026-06-30
Barclays PLC$9.4M02026-06-30
Northwestern Mutual Wealth Management Co$9.1M02026-06-30
Laurel Wealth Planning LLC$6.5M62026-06-30
Circle Wealth Management, LLC$6.5M112026-06-30
McAdam LLC$6.5M1352026-06-30
Citigroup Inc$6.3M02026-06-30
Leibman Financial Services, Inc.$6.2M52026-06-30
Private Advisor Group, LLC$5.3M9272026-06-30
MML Investors Services, LLC$5.1M5,1202026-06-30
Equitable Holdings, Inc.$4.6M02026-06-30
Glen Eagle Advisors, LLC$4.2M132026-06-30
Citadel Advisors LLC$4.1M02026-06-30
Cullen Capital Management, LLC$4M02026-06-30
Grey Ledge Advisors, LLC$3.9M82026-06-30
Envestnet Pmc$3.9M602026-06-30
Mariner, LLC$2.8M02026-06-30
Provident Co of the Employees of the Hebrew University Ltd$2.8M02026-06-30
Stifel Financial Corp$2.7M02026-06-30
Cetera Investment Advisers$2.5M10,3702026-06-30
Forefront Wealth Management Inc.$2.5M02025-12-31
Tricert Investment Counsel Inc.$2.5M02026-06-30
Atria Investments, Inc$2.3M62026-06-30
Wealthfront Advisers LLC$2.3M402026-06-30
Zacks Investment Management$2.2M832026-06-30
Sharper & Granite LLC$2.2M42026-06-30
&partners$2.1M5552026-06-30
Blair William & Co/il$2.1M3292026-06-30
Allworth Financial, LP$2M3172026-06-30
Defined Financial Planning LLC$2M02025-09-30
Cresset Asset Management, LLC$2M2122026-06-30
Bnp Paribas Financial Markets$1.9M02026-06-30
Jones Financial Companies LLLP$1.9M02026-06-30
Narus Financial Partners, LLC$1.9M62026-06-30
Rockefeller Capital Management LP$1.8M3462026-06-30
Sumitomo Mitsui Trust Group, Inc.$1.8M02026-06-30
Savant Wealth Management$1.7M4052026-06-30
Goldman Sachs Group Inc$1.6M02026-06-30
Trivium Point Advisory, LLC$1.5M182026-06-30
Evelyn Partners Group Ltd$1.4M02026-06-30
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$1.4M02026-06-30
TD Waterhouse Canada Inc.$1.4M02026-06-30
Cohen Klingenstein LLC$1.4M02026-06-30
Commonwealth Equity Services, LLC$1.3M2,8632026-06-30
Creative Planning$1.2M1,1712026-06-30
Stratos Wealth Advisors, LLC$1.2M712026-06-30
Chapman Financial Group, LLC$1.1M02026-06-30
Strategic Wealth Investment Group, LLC$1.1M332026-06-30
Oxinas Partners Wealth Management$1.1M72026-06-30
Whitaker-Myers Wealth Managers, Ltd.$1.1M162026-06-30
Lynx Investment Advisory$1.1M112026-06-30
Perigon Wealth Management, LLC$1.1M922026-06-30
Mai Capital Management$1.1M3082026-06-30
William Blair Investment Management, LLC$1.1M02026-06-30
Sunbelt Securities, Inc.$1.1M632026-03-31
Lowe Wealth Advisors, LLC$1.1M02025-09-30
Sanctuary Advisors, LLC$1.1M4012026-06-30
Robertson Stephens Wealth Management, LLC$1M722026-06-30
Naples Global Advisors, LLC$1M162026-06-30
Beacon Pointe Advisors, LLC$1M4662026-06-30
Western Wealth Management, LLC$1M1122026-06-30
Clearstead; Clearstead Advisory Solutions$1M642026-06-30
Viewpoint Capital Management LLC$1M12026-06-30
Smartleaf Asset Management LLC$1M92026-06-30
Mirae Asset Global Investments Co., Ltd.$941.2K02026-06-30
Roundangle Advisors LLC$937K02026-03-31
The Caprock Group, LLC$914.5K512026-06-30
Iht Wealth Management LLC$913K1592026-06-30
Verity Asset Management$907.1K532026-06-30
Mercer Global Advisors Inc /adv$874.3K02026-06-30
Osaic Holdings, Inc.$804.1K02026-06-30
Ep Wealth Advisors, LLC$789.4K3382026-06-30
Afg Fiduciary Services$777.1K32026-06-30
Contango Wealth Management LLC$773.3K22026-03-31
Two Sigma Securities, LLC$761.3K02026-06-30
Pension & Wealth Management Advisors, Inc.$681.6K72026-06-30
Focus Partners Wealth$657K1,0482026-06-30
Washington Growth Strategies LLC$636.7K12026-06-30
Comerica Bank$613.2K02025-12-31
Insigneo Advisory Services, LLC$604.7K2252026-06-30
Newedge Advisors$586.6K6012026-06-30
Fifth Third Bancorp$586.2K02026-06-30
Silvercrest Asset Management Group LLC$586.1K342026-06-30
Lanark Financial, Inc.$572.2K692026-06-30
Neuberger Berman Group LLC$565.2K02026-06-30
Sigma Planning Corp$560K4742026-06-30
Baldwin Wealth Partners Llc/ma$559.1K172026-06-30
Beacon Financial Advisory LLC$546.5K132026-06-30
Bigsur Wealth Management LLC$536.9K52026-06-30
Harbour Capital Advisors, LLC$536.5K42026-06-30
Goldenstone Wealth Management LLC$493.8K22026-06-30
Wealth Enhancement Advisory Services, LLC$484.6K1,0262026-06-30
Cascade Financial Partners, LLC$479.7K72026-06-30
Ifp Advisors, Inc$461.1K3182026-06-30
Congress Park Capital LLC$459.5K32026-06-30
Sweeney & Michel, LLC$450.6K32026-06-30
Dynamic$429.9K752026-06-30
Pks Advisory Services, LLC$418.7K462026-06-30
Merit Financial Group, LLC$411K2952026-06-30
Dgs Capital Management, LLC$410.3K12026-03-31
Envestnet Portfolio Solutions, Inc.$398.3K32026-06-30
Steward Partners Investment Advisory, LLC$395K4812026-06-30
Crewe Advisors LLC$391.4K262026-06-30
Mutual Advisors, LLC$389K1532026-06-30
Moody, Lynn, Lieberson & Walker, LLC$387.2K82026-06-30
Harbour Investment Management LLC$382.9K52026-06-30
Blue Zone Wealth Advisors, LLC$380K62026-06-30
Concurrent Investment Advisors, LLC$376.3K3492026-06-30
Integrated Wealth Concepts LLC$375.7K4802026-06-30
Stratos Wealth Partners, Ltd.$374.5K3862026-06-30
Capital Investment Advisory Services, LLC$374.3K1032026-06-30
Peak Financial Management, Inc.$370K72026-06-30
Diversified Trust Co$366.2K02026-06-30
Harbour Investments, Inc.$347K2472026-06-30
Ghp Investment Advisors Inc$346.7K272026-06-30
Cosner Financial Group, LLC$342K42026-06-30
Valeo Financial Advisors, LLC$339.2K1082026-06-30
Level Four Advisory Services$338.7K1412026-06-30
Carlson Financial, Inc.$312.5K42026-06-30
Northern Trust Corp$312.3K02026-06-30
Moors & Cabot, Inc.$311.6K822026-06-30
Umb Bank, N.A.$310.5K02026-06-30
Aptus Capital Advisors, LLC$305.2K212026-06-30
CIBC World Market Inc.$304.2K02026-06-30
Hightower Advisors, LLC$303.7K1,0462026-06-30
J.W. Cole Advisors, Inc.$296.3K4992026-06-30
Procyon$293.7K532026-06-30
Quadrature Capital Ltd$291.6K02026-06-30
Ae Wealth Management LLC$290.6K4712026-06-30
Kestra Private Wealth Services, LLC$283.8K2062026-06-30
Farther Finance Advisors, LLC$275.7K3342026-06-30
Eagle Harbor Asset Management Inc /adv$270.1K02026-06-30
Stonex Group Inc.$269.2K02026-06-30
Lido Advisors, LLC$265.2K3202026-06-30
Fmr LLC$263K02026-06-30
Flc Capital Advisors$254.1K42026-06-30
Pathstone Holdings, LLC$252.3K02026-06-30
Rainey & Randall Wealth Advisors Inc.$250.8K42026-06-30
Pettinga Financial Advisors LLC$250.3K82026-06-30
Arta Finance$248.9K32026-06-30
Rfg Advisory, LLC$246.6K1912026-06-30
Portland Global Advisors LLC$238.3K112026-06-30
Dunhill Financial, LLC$233.2K122026-06-30
Planvest Financial, Inc$231.7K62026-06-30
Envision Financial Transparency, LLC$229.2K162026-06-30
E & G Advisors, LLC$220.5K42026-06-30
Sava Infond D.o.o.$213.9K02026-06-30
Assetmark, Inc$211.6K2202026-06-30
Fwl Investment Management, LLC$210.6K22026-06-30
Arax Advisory Partners$210.3K2322026-06-30
Truist Financial Corp$207.6K02026-06-30
Marex Group Ltd$205.3K02026-06-30
Glenmede Trust Co NA$203.8K62026-06-30
Summit Financial, LLC$203.2K2292026-06-30
Global Trust Asset Management, LLC$195.9K82026-06-30
Trust Co of Toledo NA /oh$190.1K02026-06-30
Bartlett & Co. Wealth Management LLC$175.4K322026-06-30
Rosenberg Matthew Hamilton$175.1K42026-06-30
Keating Financial Advisory Services, Inc.$140.4K252026-06-30
Cwm, LLC$133.5K6672026-03-31
Osbon Capital Management LLC$130.4K22026-06-30
Clal Insurance Enterprises Holdings Ltd$128.3K02026-06-30
Islay Capital Management, LLC$128.3K32026-06-30
Private Trust Co NA$127.2K02026-06-30
PNC Financial Services Group, Inc.$115.9K02026-06-30
Harbor Investment Advisory, LLC$109.1K312026-06-30
Stone House Investment Management, LLC$101.1K192026-06-30
Signaturefd, LLC$71.7K492026-06-30
Financial Consulate, Inc$64.2K132026-06-30
Bank of Montreal /can$62.3K02026-06-30
Iag Wealth Partners, LLC$60.9K172026-06-30
Murphy & Mullick Capital Management Corp$58.1K22026-06-30
Federation Des Caisses Desjardins Du Quebec$52.4K02026-06-30
US Bancorp$48.3K02026-06-30
Huntington National Bank$47.9K02026-06-30
Russell Investments Group, Ltd.$42.6K02026-06-30
Evelyn Partners Investment Management LLP$40.8K02026-03-31
Parallel Advisors, LLC$34.2K752026-06-30
Rothschild Investment LLC$34.2K182026-06-30
National Bank of Canada /fi$32.3K02026-06-30
Protective Life Corp$28.8K02026-06-30
Breakwater Investment Management$26.6K32026-06-30
Srh Advisors, LLC$24.2K32026-06-30
Caldwell Sutter Capital, Inc.$23.5K82026-06-30
Top Private Wealth Llc.$23.4K22026-06-30
Pinnacle Bancorp, Inc.$21.4K02026-06-30
Ifg Advisory, LLC$21.4K1102026-06-30
Steigerwald, Gordon & Koch Inc.$19.2K92026-06-30
Corecap Advisors, LLC$19K1182026-06-30
International Assets Investment Management, LLC$18.9K1222026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$16.8K02026-06-30
Org Partners LLC$16K02025-12-31
Institute for Wealth Management, Llc.$13.7K132026-06-30
Washington Trust Advisors$9.1K142026-06-30
Horizon Investments, LLC$8.6K272026-06-30
Spire Wealth Management$8.6K32026-06-30
Investment Research & Advisory Group, Inc.$8.6K172026-06-30
Medallion Wealth Advisors, LLC$8K62026-06-30
Kelleher Financial Advisors$7.6K42026-06-30
Blueline Advisors LLC$7.6K42026-06-30
Atlantic Union Bankshares Corp$6.4K02026-06-30
Sunrise Financial Services, LLC$6.4K32026-06-30
Johnson Financial Group, Inc.$6.3K02026-06-30
O'Shaughnessy Asset Management, LLC$4.9K582026-06-30
Bogart Wealth, LLC$4.4K242026-06-30
Walsh & Associates, LLC$4.3K92026-06-30
Geneos Wealth Management, Inc.$4.3K1932026-06-30
Creative Financial Designs Inc /adv$3.7K02026-06-30
Kingdom Financial Group Llc.$3.1K152026-06-30
Allied Private Wealth LLC$2.9K32026-06-30
Harel Insurance Investments & Financial Services Ltd.$2.8K02026-06-30
Davis Capital Management$2.7K42026-06-30
Zurcher Kantonalbank (zurich Cantonalbank)$2.2K02026-06-30
Blue Trust, Inc.$2.1K02026-06-30
Peace of Mind Wealth Management$2.1K82026-06-30
Tidemark, LLC$1.6K82026-06-30
Cambridge Investment Research Advisors, Inc.$1.5K3,9402026-03-31
Nbt Bank, N.A.$1.3K02026-06-30
Basepoint Wealth LLC$1.3K132026-06-30
Reyes Financial Architecture, Inc.$1.2K52026-06-30
Simplex Trading, LLC$98302026-06-30
Biltmore Family Office, LLC$856162026-06-30
Stonebridge Financial Group, Llc/ca$76102026-06-30

The 250 largest of 262 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30