Vault-13

WISDOMTREE TR EPI

INDIA ERNGS FD · ETP · CUSIP 97717W422

300 institutional holders -33 vs Q4 2024
66,132,99466.1m shares reported held*
$1.9bnreported value*
26 new 110 added 96 reduced 57 sold out net sold ≈ $113.1m (+19.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $28.99. Options: 5 managers hold calls ($9.8m notional), 2 hold puts ($6.9m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 127Q4 22: 136Q1 23: 132Q2 23: 153Q3 23: 175Q4 23: 217Q1 24: 280Q2 24: 309Q3 24: 332Q4 24: 333Q1 25: 300300Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022127
Q4 2022136
Q1 2023132
Q2 2023153
Q3 2023175
Q4 2023217
Q1 2024280
Q2 2024309
Q3 2024332
Q4 2024333
Q1 2025300

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 73 bought or addedQ2 23: 43 cut or sold outQ3 23: 89 bought or addedQ3 23: 48 cut or sold outQ3 23Q4 23: 125 bought or addedQ4 23: 49 cut or sold outQ1 24: 186 bought or addedQ1 24: 64 cut or sold outQ1 24Q2 24: 179 bought or addedQ2 24: 96 cut or sold outQ3 24: 177 bought or addedQ3 24: 99 cut or sold outQ3 24Q4 24: 155 bought or addedQ4 24: 148 cut or sold outQ1 25: 136 bought or addedQ1 25: 153 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20237343
Q3 20238948
Q4 202312549
Q1 202418664
Q2 202417996
Q3 202417799
Q4 2024155148
Q1 2025136153

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ2 24 calls: $45.1mQ2 24 puts: $5.9mQ2 24P/C 0.13Q3 24 calls: $16.0mQ3 24 puts: $1.5mQ3 24P/C 0.09Q4 24 calls: $10.6mQ4 24 puts: $1.2mQ4 24P/C 0.12Q1 25 calls: $9.8mQ1 25 puts: $6.9mQ1 25P/C 0.70
Numbers
QuarterCallsPutsP/C
Q2 2024$45.1m$5.9m0.13
Q3 2024$16.0m$1.5m0.09
Q4 2024$10.6m$1.2m0.12
Q1 2025$9.8m$6.9m0.70

Biggest buyers

New Vernon Capital Holdings II LLC Added +22,249,776+22.2m
Clal Insurance Enterprises Holdings Ltd Added +1,800,000+1.8m
BANK OF MONTREAL /CAN/ Added +764,697+764.7k
Driehaus Capital Management LLC New +752,491+752.5k
BlackRock, Inc. Added +429,364+429.4k
BANK OF AMERICA CORP /DE/ Added +219,406+219.4k
Stratos Wealth Partners, LTD. Added +200,508+200.5k
Quadrature Capital Ltd New +136,678+136.7k
Summit Financial, LLC Added +122,670+122.7k
WELLS FARGO & COMPANY/MN Added +118,277+118.3k

Biggest sellers

JANE STREET GROUP, LLC Reduced -2,939,586-2.9m
Thrivent Financial for Lutherans Reduced -847,826-847.8k
ASSETMARK, INC Reduced -765,386-765.4k
JENNISON ASSOCIATES LLC Reduced -595,903-595.9k
MORGAN STANLEY Reduced -437,472-437.5k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -202,079-202.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -194,138-194.1k
Madrid Financial Services Sold out -175,307-175.3k
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Sold out -125,700-125.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -122,773-122.8k

Biggest calls

NOMURA HOLDINGS INC Unchanged $5.7m131.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.3m51.6k shares
UBS Group AG Unchanged $985.2k22.5k shares
CITADEL ADVISORS LLC Added $428.4k9.8k shares
WOLVERINE TRADING, LLC Added $421.8k9.7k shares

Biggest puts

JANE STREET GROUP, LLC New $6.6m150.1k shares
CITADEL ADVISORS LLC Added $319.1k7.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New Vernon Capital Holdings II LLC 11.64% of their portfolio Morristown, NJ 22,267,14222.3m $509.4k $509.4k 11.64% Added +22.2m +22,249,776
2 MEITAV INVESTMENT HOUSE LTD 2.68% of their portfolio BENE-BERAQ, L3 3,321,6833.3m $145.2m $145.2m 2.68% Reduced -56.0k -55,973
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,261,3213.3m $142.6m $142.6m 0.01% Reduced -437.5k -437,472
4 Clal Insurance Enterprises Holdings Ltd 1.36% of their portfolio Tel-aviv, L3 3,000,0003.0m $131.1m $131.1m 1.36% Added +1.8m +1,800,000
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,608,3352.6m $114.0m $114.0m 0.00% Added +429.4k +429,364
6 Migdal Insurance & Financial Holdings Ltd. 1.57% of their portfolio Petach Tikva, L3 2,561,2192.6m $112.0m $112.0m 1.57% Reduced -6.4k -6,430
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,489,4462.5m $108.8m $108.8m 0.01% Added +219.4k +219,406
8 Harel Insurance Investments & Financial Services Ltd. 0.93% of their portfolio Ramat Gan, L3 1,621,5001.6m $70.9m $70.9m 0.93% Unchanged
9 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,534,0821.5m $67.1m $67.1m 0.03% Reduced -18.9k -18,931
10 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,458,3781.5m $63.7m $63.7m 0.01% Reduced -93.2k -93,160
11 FLPUTNAM INVESTMENT MANAGEMENT CO 0.82% of their portfolio PORTLAND, ME 994,462994.5k $43.5m $43.5m 0.82% Added +34.4k +34,361
12 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.50% of their portfolio Tel Aviv, L3 978,965979.0k $42.8m $42.8m 3.50% Unchanged
13 Composition Wealth, LLC 0.83% of their portfolio LOS ANGELES, CA 945,945945.9k $41.3m $41.3m 0.83% Added +32.7k +32,704
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 856,115856.1k $37.4m $37.4m 0.01% Added +118.3k +118,277
15 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 777,641777.6k $34.0m $34.0m 0.02% Added +764.7k +764,697
16 Driehaus Capital Management LLC 0.32% of their portfolio Chicago, IL 752,491752.5k $32.9m $32.9m 0.32% New
17 UBS Group AG 0.01% of their portfolio ZURICH, V8 748,493748.5k $32.7m $32.7m 0.01% Reduced -116.6k -116,609
18 Money Design Co.,Ltd. 1.53% of their portfolio TOKYO, M0 701,865701.9k $30.7m $30.7m 1.53% Added +59.6k +59,594
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 696,240696.2k $30.4m $30.4m 0.00% Added +27.7k +27,731
20 CIBC Private Wealth Group LLC 0.04% of their portfolio ATLANTA, GA 490,973491.0k $20.3m $20.3m 0.04% Reduced -3.3k -3,327
21 Millburn Ridgefield LLC /DE/ 0.52% of their portfolio New York, NY 489,104489.1k $21.4m $21.4m 0.52% Added +47.6k +47,630
22 Catalyst Capital Advisors LLC 0.44% of their portfolio San Juan, PR 489,104489.1k $21.4m $21.4m 0.44% Added +47.6k +47,630
23 JENNISON ASSOCIATES LLC 0.01% of their portfolio NEW YORK, NY 484,478484.5k $21.2m $21.2m 0.01% Reduced -595.9k -595,903
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 458,509458.5k $20.1m $20.1m 0.01% Added +92.8k +92,840
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 454,024454.0k $19.8m $19.8m 0.02% Reduced -194.1k -194,138
26 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 442,693442.7k $19.4m $19.4m 0.01% Reduced -86.1k -86,092
27 Venture Visionary Partners LLC 0.81% of their portfolio Sylvania, OH 439,634439.6k $19.2m $19.2m 0.81% Reduced -62.7k -62,670
28 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.66% of their portfolio Tel Aviv, L3 336,162336.2k $14.7m $14.7m 3.66% Unchanged
29 SBI Securities Co., Ltd. 0.48% of their portfolio TOKYO, M0 327,439327.4k $14.3m $14.3m 0.48% Added +1.5k +1,530
30 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 324,716324.7k $14.2m $14.2m 0.01% Added +111.7k +111,701
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 317,887317.9k $13.9m $13.9m 0.00% Added +82.8k +82,823
32 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 308,130308.1k $13.5m $13.5m 0.07% Added +1.8k +1,764
33 GenTrust, LLC 0.62% of their portfolio MIAMI, FL 295,771295.8k $12.9m $12.9m 0.62% Added +300 +300
34 Whitaker-Myers Wealth Managers, LTD. 3.55% of their portfolio Mansfield, OH 289,676289.7k $12.7m $12.7m 3.55% Added +45.7k +45,664
35 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 266,696266.7k $11.7m $11.7m 0.02% Added +7.7k +7,662
36 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 266,499266.5k $11.6m $11.6m 0.07% Added +64.1k +64,077
37 Trajan Wealth LLC 0.63% of their portfolio SCOTTSDALE, AZ 263,811263.8k $11.5m $11.5m 0.63% Added +14.6k +14,562
38 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 255,551255.6k $11.2m $11.2m 0.00% Unchanged
39 OLD MISSION CAPITAL LLC 0.21% of their portfolio CHICAGO, IL 249,524249.5k $10.9m $10.9m 0.21% Reduced -19.6k -19,635
40 Summit Trail Advisors, LLC 0.36% of their portfolio NEW YORK, NY 248,642248.6k $10.9m $10.9m 0.36% Added +34.0k +34,036
41 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 235,566235.6k $11.1m $11.1m 0.02% Reduced -847.8k -847,826
42 Randolph Co Inc 1.09% of their portfolio Cincinnati, OH 212,351212.4k $9.3m $9.3m 1.09% Reduced -2.3k -2,331
43 Stratos Wealth Partners, LTD. 0.14% of their portfolio BEACHWOOD, OH 207,590207.6k $9.1m $9.1m 0.14% Added +200.5k +200,508
44 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 202,057202.1k $8.8m $8.8m 0.03% Added +93.9k +93,880
45 Cullen Capital Management, LLC 0.09% of their portfolio New York, NY 181,173181.2k $7.9m $7.9m 0.09% Reduced -106.6k -106,614
46 ADAPT WEALTH ADVISORS, LLC 3.63% of their portfolio ATLANTA, GA 170,074170.1k $7.4m $7.4m 3.63% Added +30.5k +30,524
47 Bulltick Wealth Management, LLC 1.86% of their portfolio Miami, FL 160,345160.3k $7.0m $7.0m 1.86% Added +45.9k +45,885
48 Summit Financial, LLC 0.18% of their portfolio PARSIPPANY, NJ 149,731149.7k $6.5m $6.5m 0.18% Added +122.7k +122,670
49 Members Advisory Group LLC 2.52% of their portfolio WILLIAMSVILLE, NY 137,722137.7k $6.0m $6.0m 2.52% Added +1 +1
50 Quadrature Capital Ltd 0.13% of their portfolio LONDON, X0 136,678136.7k $6.0m $6.0m 0.13% New
51 Laurel Wealth Planning LLC 3.93% of their portfolio EDINA, MN 135,455135.5k $5.9m $5.9m 3.93% Added +17.1k +17,105
52 GREENUP STREET WEALTH MANAGEMENT LLC 1.17% of their portfolio OVERLAND PARK, KS 135,214135.2k $5.9m $5.9m 1.17% Reduced -69.6k -69,572
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 133,285133.3k $5.8m $5.8m 0.00% Added +103.7k +103,680
54 FLOW TRADERS U.S. LLC 0.24% of their portfolio NEW YORK, NY 132,373132.4k $5.8m $5.8m 0.24% Added +111.5k +111,503
55 Carmel Capital Management L.L.C. 2.29% of their portfolio CARMEL, CA 129,005129.0k $5.6m $5.6m 2.29% Added +1.3k +1,300
56 Leibman Financial Services, Inc. 4.26% of their portfolio LOUISVILLE, NE 125,352125.4k $5.5m $5.5m 4.26% Added +3.5k +3,549
57 Provident Co of the Employees of the Hebrew University LTD 6.19% of their portfolio Jerusalem, L3 123,446123.4k $5.4m $5.4m 6.19% Unchanged
58 Glen Eagle Advisors, LLC 0.73% of their portfolio KINGSTON, NJ 101,422101.4k $4.4m $4.4m 0.73% Added +197 +197
59 Grey Ledge Advisors, LLC 1.06% of their portfolio GUILFORD, CT 92,53792.5k $4.0m $4.0m 1.06% Added +6.6k +6,627
60 Inspire Advisors, LLC 0.46% of their portfolio Meridian, ID 91,71891.7k $4.0m $4.0m 0.46% Reduced -34.6k -34,633
61 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 91,55091.5k $4.0m $4.0m 0.05% Added +7.8k +7,830
62 Prosperity Consulting Group, LLC 0.30% of their portfolio OWINGS MILLS, MD 87,71487.7k $3.8m $3.8m 0.30% Added +23.9k +23,914
63 LEVEL FOUR ADVISORY SERVICES, LLC 0.15% of their portfolio DALLAS, TX 81,17681.2k $3.5m $3.5m 0.15% Added +4.3k +4,328
64 Avid Wealth Partners LLC 2.31% of their portfolio SAN ANTONIO, TX 77,82077.8k $3.4m $3.4m 2.31% Added +14.0k +13,975
65 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1.26% of their portfolio WALTHAM, MA 77,80977.8k $3.4m $3.4m 1.26% Added +7.1k +7,052
66 THEORY FINANCIAL LLC 1.42% of their portfolio FORT COLLINS, CO 77,15977.2k $3.4m $3.4m 1.42% Added +6.7k +6,651
67 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,40475.4k $3.3m $3.3m 0.00% Reduced -82.6k -82,591
68 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 69,87369.9k $3.1m $3.1m 0.01% Added +1.9k +1,935
69 Circle Wealth Management, LLC 0.07% of their portfolio SUMMIT, NJ 69,53969.5k $3.0m $3.0m 0.07% Added +1.7k +1,658
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 65,31265.3k $2.9m $2.9m 0.00% Added +29.3k +29,305
71 CHANNEL WEALTH LLC 0.89% of their portfolio SANTA BARBARA, CA 65,19965.2k $2.8m $2.8m 0.89% Added +9.6k +9,593
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 65,18365.2k $2.8m $2.8m 0.00% Reduced -122.8k -122,773
73 CoreCap Advisors, LLC 0.12% of their portfolio SOUTHFIELD, MI 63,27963.3k $2.8m $2.8m 0.12% Added +8.8k +8,812
74 Ferguson Shapiro LLC 0.98% of their portfolio DECATUR, GA 59,98160.0k $2.6m $2.6m 0.98% Added +2.9k +2,880
75 Sowa Financial Group, Inc. 1.69% of their portfolio LINCOLN, RI 58,99859.0k $2.6m $2.6m 1.69% Added +3.0k +3,008
76 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,40956.4k $2.5m $2.5m 0.00% Reduced -104.9k -104,895
77 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 55,62055.6k $2.4m $2.4m 0.01% Reduced -4.3k -4,316
78 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 55,49955.5k $2.4m $2.4m 0.03% Added +48.6k +48,633
79 FOREFRONT WEALTH MANAGEMENT INC. 2.20% of their portfolio MALVERN, PA 54,33554.3k $2.4m $2.4m 2.20% Reduced -241 -241
80 Patriot Financial Group Insurance Agency, LLC 0.32% of their portfolio Westborough, MA 54,26554.3k $2.4m $2.4m 0.32% Reduced -4.2k -4,184
81 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 53,82053.8k $2.4m $2.4m 0.01% Added +28.9k +28,881
82 Cohen Klingenstein LLC 0.08% of their portfolio NEW YORK, NY 53,60053.6k $2.3m $2.3m 0.08% Unchanged
83 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 53,44353.4k $2.3m $2.3m 0.01% Reduced -17.6k -17,572
84 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 52,54252.5k $2.3m $2.3m 0.00% Reduced -1.4k -1,431
85 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 51,15051.1k $2.2m $2.2m 0.02% Reduced -36.8k -36,772
86 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 48,52148.5k $2.1m $2.1m 0.00% Added +39.3k +39,290
87 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 45,87845.9k $2.0m $2.0m 0.02% Reduced -2.8k -2,829
88 Venturi Wealth Management, LLC 0.10% of their portfolio AUSTIN, TX 45,73945.7k $2.0m $2.0m 0.10% Reduced -32.6k -32,562
89 Narus Financial Partners, LLC 0.64% of their portfolio SALT LAKE CITY, UT 43,29543.3k $1.9m $1.9m 0.64% Reduced -4.4k -4,384
90 Fearless Solutions, LLC dba Best Invest 1.41% of their portfolio SAN ANTONIO, TX 41,40841.4k $1.8m $1.8m 1.41% Reduced -651 -651
91 Trivium Point Advisory, LLC 0.22% of their portfolio WILTON, CT 40,75340.8k $1.8m $1.8m 0.22% Reduced -33.4k -33,430
92 Stratos Investment Management, LLC 0.09% of their portfolio BEACHWOOD, OH 38,97639.0k $1.7m $1.7m 0.09% New
93 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 38,46038.5k $1.7m $1.7m 0.00% Reduced -2.7k -2,744
94 RoundAngle Advisors LLC 1.50% of their portfolio RED BANK, NJ 37,24637.2k $1.6m $1.6m 1.50% Added +4.2k +4,197
95 Belpointe Asset Management LLC 0.08% of their portfolio RENO, NV 36,83236.8k $1.6m $1.6m 0.08% Reduced -3.3k -3,251
96 ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio Chicago, IL 36,52036.5k $1.6m $1.6m 0.01% Added +2.6k +2,602
97 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 36,27236.3k $1.6m $1.6m 0.00% Unchanged
98 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 35,21135.2k $1.5m $1.5m 0.02% Added +549 +549
99 Defined Financial Planning LLC 1.55% of their portfolio SAN RAFAEL, CA 35,18235.2k $1.5m $1.5m 1.55% New
100 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 34,99535.0k $1.5m $1.5m 0.00% Reduced -11.0k -10,952