Vault-13

WISDOMTREE TR EPI

INDIA ERNGS FD · ETP · CUSIP 97717W422

297 institutional holders -3 vs Q1 2025
44,276,81944.3m shares reported held*
$2.1bnreported value*
25 new 121 added 83 reduced 31 sold out net bought ≈ $3.4m (-21.9m 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 ($336.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.43. Options: 4 managers hold calls ($10.9m notional), 4 hold puts ($14.3m).

Trends to Q2 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: 300Q2 25: 297297Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025297

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 89 bought or addedQ3 23: 48 cut or sold outQ4 23: 125 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 186 bought or addedQ1 24: 64 cut or sold outQ2 24: 179 bought or addedQ2 24: 96 cut or sold outQ2 24Q3 24: 177 bought or addedQ3 24: 99 cut or sold outQ4 24: 155 bought or addedQ4 24: 148 cut or sold outQ4 24Q1 25: 136 bought or addedQ1 25: 153 cut or sold outQ2 25: 146 bought or addedQ2 25: 114 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238948
Q4 202312549
Q1 202418664
Q2 202417996
Q3 202417799
Q4 2024155148
Q1 2025136153
Q2 2025146114

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 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 0.70Q2 25 calls: $10.9mQ2 25 puts: $14.3mQ2 25P/C 1.32
Numbers
QuarterCallsPutsP/C
Q3 2024$16.0m$1.5m0.09
Q4 2024$10.6m$1.2m0.12
Q1 2025$9.8m$6.9m0.70
Q2 2025$10.9m$14.3m1.32

Biggest buyers

Migdal Insurance & Financial Holdings Ltd. Added +2,470,121+2.5m
MORGAN STANLEY Added +528,131+528.1k
BANK OF MONTREAL /CAN/ Added +426,310+426.3k
JANE STREET GROUP, LLC Added +327,934+327.9k
LPL Financial LLC Added +293,711+293.7k
ROYAL BANK OF CANADA Added +286,083+286.1k
BANK OF AMERICA CORP /DE/ Added +200,526+200.5k
GenTrust, LLC Added +180,739+180.7k
Hamilton Wealth, LLC Added +173,183+173.2k
Capital Investment Counsel, LLC Added +172,896+172.9k

Biggest sellers

New Vernon Capital Holdings II LLC Reduced -21,964,267-22.0m
BlackRock, Inc. Reduced -2,298,863-2.3m
WELLINGTON MANAGEMENT GROUP LLP Sold out -1,458,378-1.5m
Driehaus Capital Management LLC Reduced -661,285-661.3k
JENNISON ASSOCIATES LLC Reduced -425,399-425.4k
OLD MISSION CAPITAL LLC Reduced -232,260-232.3k
CITIGROUP INC Reduced -228,231-228.2k
FLPUTNAM INVESTMENT MANAGEMENT CO Reduced -205,346-205.3k
UBS Group AG Reduced -121,277-121.3k
Summit Financial, LLC Reduced -118,973-119.0k

Biggest calls

NOMURA HOLDINGS INC Unchanged $6.2m131.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.8m59.0k shares
UBS Group AG Unchanged $1.1m22.5k shares
CITADEL ADVISORS LLC Added $745.3k15.7k shares

Biggest puts

JANE STREET GROUP, LLC Added $7.1m150.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $3.8m80.8k shares
Twin Tree Management, LP New $2.8m58.9k shares
CITADEL ADVISORS LLC Added $512.7k10.8k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Migdal Insurance & Financial Holdings Ltd. 1.42% of their portfolio Petach Tikva, L3 5,031,3405.0m $238.8m $238.8m 1.42% Added +2.5m +2,470,121
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,789,4523.8m $179.9m $179.9m 0.01% Added +528.1k +528,131
3 MEITAV INVESTMENT HOUSE LTD 2.16% of their portfolio BENE-BERAQ, L3 3,367,8993.4m $159.9m $159.9m 2.16% Added +46.2k +46,216
4 Clal Insurance Enterprises Holdings Ltd 1.40% of their portfolio Tel-aviv, L3 3,000,0003.0m $142.4m $142.4m 1.40% Unchanged
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,689,9722.7m $127.7m $127.7m 0.01% Added +200.5k +200,526
6 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,827,7931.8m $86.8m $86.8m 0.03% Added +293.7k +293,711
7 Harel Insurance Investments & Financial Services Ltd. 0.88% of their portfolio Ramat Gan, L3 1,621,5001.6m $77.0m $77.0m 0.88% Unchanged
8 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 1,203,9511.2m $57.2m $57.2m 0.03% Added +426.3k +426,310
9 Composition Wealth, LLC 0.80% of their portfolio LOS ANGELES, CA 1,007,6011.0m $47.8m $47.8m 0.80% Added +61.7k +61,656
10 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.39% of their portfolio Tel Aviv, L3 987,040987.0k $46.9m $46.9m 3.39% Added +8.1k +8,075
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 897,060897.1k $42.6m $42.6m 0.01% Added +40.9k +40,945
12 FLPUTNAM INVESTMENT MANAGEMENT CO 0.64% of their portfolio PORTLAND, ME 789,116789.1k $37.5m $37.5m 0.64% Reduced -205.3k -205,346
13 Money Design Co.,Ltd. 1.67% of their portfolio TOKYO, M0 753,862753.9k $35.8m $35.8m 1.67% Added +52.0k +51,997
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 743,712743.7k $35.3m $35.3m 0.00% Added +47.5k +47,472
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 627,216627.2k $29.8m $29.8m 0.01% Reduced -121.3k -121,277
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 603,970604.0k $28.7m $28.7m 0.00% Added +286.1k +286,083
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 517,389517.4k $24.6m $24.6m 0.01% Added +74.7k +74,696
18 CIBC Private Wealth Group LLC 0.04% of their portfolio ATLANTA, GA 490,973491.0k $23.3m $23.3m 0.04% Unchanged
19 GenTrust, LLC 1.07% of their portfolio MIAMI, FL 476,510476.5k $22.6m $22.6m 1.07% Added +180.7k +180,739
20 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 459,561459.6k $21.8m $21.8m 0.01% Added +1.1k +1,052
21 Venture Visionary Partners LLC 0.79% of their portfolio Sylvania, OH 443,534443.5k $21.1m $21.1m 0.79% Added +3.9k +3,900
22 Millburn Ridgefield LLC /DE/ 0.50% of their portfolio New York, NY 433,341433.3k $20.6m $20.6m 0.50% Reduced -55.8k -55,763
23 Catalyst Capital Advisors LLC 0.42% of their portfolio San Juan, PR 433,341433.3k $20.6m $20.6m 0.42% Reduced -55.8k -55,763
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 422,628422.6k $20.1m $20.1m 0.01% Reduced -31.4k -31,396
25 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 351,484351.5k $16.7m $16.7m 0.03% Added +327.9k +327,934
26 Trajan Wealth LLC 0.82% of their portfolio SCOTTSDALE, AZ 351,278351.3k $16.7m $16.7m 0.82% Added +87.5k +87,467
27 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.57% of their portfolio Tel Aviv, L3 342,373342.4k $16.3m $16.3m 3.57% Added +6.2k +6,211
28 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 338,167338.2k $16.1m $16.1m 0.08% Added +30.0k +30,037
29 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 332,876332.9k $15.8m $15.8m 0.09% Added +66.4k +66,377
30 SBI Securities Co., Ltd. 0.42% of their portfolio TOKYO, M0 309,596309.6k $14.7m $14.7m 0.42% Reduced -17.8k -17,843
31 BlackRock, Inc. 0.00% of their portfolio New York, NY 309,472309.5k $14.7m $14.7m 0.00% Reduced -2.3m -2,298,863
32 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 304,460304.5k $14.5m $14.5m 0.00% Added +48.9k +48,909
33 New Vernon Capital Holdings II LLC 6.90% of their portfolio Morristown, NJ 302,875302.9k $14.4m $14.4m 6.90% Reduced -22.0m -21,964,267
34 Whitaker-Myers Wealth Managers, LTD. 3.54% of their portfolio Mansfield, OH 296,285296.3k $14.1m $14.1m 3.54% Added +6.6k +6,609
35 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 287,137287.1k $13.6m $13.6m 0.02% Added +20.4k +20,441
36 Summit Trail Advisors, LLC 0.20% of their portfolio NEW YORK, NY 244,041244.0k $11.6m $11.6m 0.20% Reduced -4.6k -4,601
37 Randolph Co Inc 1.05% of their portfolio Cincinnati, OH 215,904215.9k $10.2m $10.2m 1.05% Added +3.6k +3,553
38 Cullen Capital Management, LLC 0.11% of their portfolio New York, NY 210,075210.1k $10.0m $10.0m 0.11% Added +28.9k +28,902
39 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 206,741206.7k $9.8m $9.8m 0.03% Added +4.7k +4,684
40 Stratos Wealth Partners, LTD. 0.13% of their portfolio BEACHWOOD, OH 199,696199.7k $9.5m $9.5m 0.13% Reduced -7.9k -7,894
41 Capital Investment Counsel, LLC 1.44% of their portfolio DENVER, CO 195,374195.4k $9.3m $9.3m 1.44% Added +172.9k +172,896
42 Hamilton Wealth, LLC 1.95% of their portfolio LOS ANGELES, CA 183,709183.7k $8.7m $8.7m 1.95% Added +173.2k +173,183
43 ADAPT WEALTH ADVISORS, LLC 3.65% of their portfolio ATLANTA, GA 171,999172.0k $8.2m $8.2m 3.65% Added +1.9k +1,925
44 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 170,898170.9k $8.1m $8.1m 0.02% Reduced -64.7k -64,668
45 Bulltick Wealth Management, LLC 1.88% of their portfolio Miami, FL 160,345160.3k $7.6m $7.6m 1.88% Unchanged
46 Provident Co of the Employees of the Hebrew University LTD 7.35% of their portfolio Jerusalem, L3 155,346155.3k $7.4m $7.4m 7.35% Added +31.9k +31,900
47 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 145,062145.1k $6.9m $6.9m 0.01% Added +79.8k +79,750
48 Laurel Wealth Planning LLC 3.91% of their portfolio EDINA, MN 144,719144.7k $6.9m $6.9m 3.91% Added +9.3k +9,264
49 Members Advisory Group LLC 2.48% of their portfolio WILLIAMSVILLE, NY 139,201139.2k $6.6m $6.6m 2.48% Added +1.5k +1,479
50 GREENUP STREET WEALTH MANAGEMENT LLC 1.13% of their portfolio OVERLAND PARK, KS 136,256136.3k $6.5m $6.5m 1.13% Added +1.0k +1,042
51 Carmel Capital Management L.L.C. 2.07% of their portfolio CARMEL, CA 129,405129.4k $6.1m $6.1m 2.07% Added +400 +400
52 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 128,492128.5k $6.1m $6.1m 0.01% Added +74.7k +74,672
53 Leibman Financial Services, Inc. 4.62% of their portfolio LOUISVILLE, NE 126,595126.6k $6.0m $6.0m 4.62% Added +1.2k +1,243
54 Glen Eagle Advisors, LLC 0.76% of their portfolio KINGSTON, NJ 104,177104.2k $4.9m $4.9m 0.76% Added +2.8k +2,755
55 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 98,69798.7k $4.7m $4.7m 0.04% Added +7.1k +7,147
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 96,48596.5k $4.6m $4.6m 0.00% Reduced -228.2k -228,231
57 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 94,35594.4k $4.5m $4.5m 0.04% Added +43.2k +43,205
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,76792.8k $4.4m $4.4m 0.00% Added +36.4k +36,358
59 Grey Ledge Advisors, LLC 1.08% of their portfolio GUILFORD, CT 92,61192.6k $4.4m $4.4m 1.08% Added +74 +74
60 Driehaus Capital Management LLC 0.03% of their portfolio Chicago, IL 91,20691.2k $4.3m $4.3m 0.03% Reduced -661.3k -661,285
61 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 91,13191.1k $4.3m $4.3m 0.01% Added +42.6k +42,610
62 Inspire Advisors, LLC 0.45% of their portfolio Meridian, ID 90,38990.4k $4.3m $4.3m 0.45% Reduced -1.3k -1,329
63 Avid Wealth Partners LLC 2.43% of their portfolio SAN ANTONIO, TX 89,46189.5k $4.2m $4.2m 2.43% Added +11.6k +11,641
64 Prosperity Consulting Group, LLC 0.31% of their portfolio OWINGS MILLS, MD 88,58088.6k $4.2m $4.2m 0.31% Added +866 +866
65 LEVEL FOUR ADVISORY SERVICES, LLC 0.14% of their portfolio DALLAS, TX 81,73681.7k $3.9m $3.9m 0.14% Added +560 +560
66 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1.30% of their portfolio WALTHAM, MA 81,60381.6k $3.9m $3.9m 1.30% Added +3.8k +3,794
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 80,06380.1k $3.8m $3.8m 0.01% Added +14.9k +14,880
68 FLOW TRADERS U.S. LLC 0.14% of their portfolio NEW YORK, NY 78,22278.2k $3.7m $3.7m 0.14% Reduced -54.2k -54,151
69 Meridian Wealth Management, LLC 0.15% of their portfolio LEXINGTON, KY 75,10675.1k $3.6m $3.6m 0.15% Added +62.3k +62,271
70 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 69,02469.0k $3.3m $3.3m 0.01% Reduced -849 -849
71 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,17668.2k $3.2m $3.2m 0.00% Reduced -7.2k -7,228
72 CHANNEL WEALTH LLC 0.91% of their portfolio SANTA BARBARA, CA 67,97068.0k $3.2m $3.2m 0.91% Added +2.8k +2,771
73 Dynamic Advisor Solutions LLC 0.10% of their portfolio PHOENIX, AZ 67,40467.4k $3.2m $3.2m 0.10% Added +60.6k +60,567
74 Circle Wealth Management, LLC 0.07% of their portfolio SUMMIT, NJ 66,48966.5k $3.2m $3.2m 0.07% Reduced -3.0k -3,050
75 Crown Wealth Group, LLC 1.18% of their portfolio Charlotte, NC 65,98766.0k $3.1m $3.1m 1.18% Added +31.7k +31,675
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 63,93763.9k $3.0m $3.0m 0.00% Reduced -69.3k -69,348
77 Ferguson Shapiro LLC 0.96% of their portfolio DECATUR, GA 60,25660.3k $2.9m $2.9m 0.96% Added +275 +275
78 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 60,21660.2k $2.9m $2.9m 0.03% Added +4.7k +4,717
79 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 59,56959.6k $2.8m $2.8m 0.01% Added +59.1k +59,088
80 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 59,49059.5k $2.8m $2.8m 0.01% Added +3.9k +3,870
81 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 59,07959.1k $2.8m $2.8m 0.00% Reduced -425.4k -425,399
82 Stratos Investment Management, LLC 0.12% of their portfolio BEACHWOOD, OH 55,96056.0k $2.7m $2.7m 0.12% Added +17.0k +16,984
83 FOREFRONT WEALTH MANAGEMENT INC. 2.11% of their portfolio MALVERN, PA 55,42355.4k $2.6m $2.6m 2.11% Added +1.1k +1,088
84 Cohen Klingenstein LLC 0.08% of their portfolio NEW YORK, NY 53,60053.6k $2.5m $2.5m 0.08% Unchanged
85 Patriot Financial Group Insurance Agency, LLC 0.28% of their portfolio Westborough, MA 51,88251.9k $2.5m $2.5m 0.28% Reduced -2.4k -2,383
86 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 51,59551.6k $2.4m $2.4m 0.00% Reduced -947 -947
87 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 50,26750.3k $2.4m $2.4m 0.01% Reduced -3.2k -3,176
88 Valeo Financial Advisors, LLC 0.02% of their portfolio CARMEL, IN 49,71249.7k $671.9k $671.9k 0.02% Added +36.2k +36,242
89 Narus Financial Partners, LLC 0.70% of their portfolio SALT LAKE CITY, UT 47,48747.5k $2.3m $2.3m 0.70% Added +4.2k +4,192
90 Quadrature Capital Ltd 0.04% of their portfolio LONDON, X0 47,37647.4k $2.2m $2.2m 0.04% Reduced -89.3k -89,302
91 Insight Advisors, LLC/ PA 0.33% of their portfolio Newtown, PA 43,46343.5k $2.1m $2.1m 0.33% Added +24.3k +24,298
92 THEORY FINANCIAL LLC 0.74% of their portfolio FORT COLLINS, CO 43,29243.3k $1.9m $1.9m 0.74% Reduced -33.9k -33,867
93 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,15943.2k $2.0m $2.0m 0.00% Added +8.2k +8,164
94 Fearless Solutions, LLC dba Best Invest 1.37% of their portfolio SAN ANTONIO, TX 41,26141.3k $2.0m $2.0m 1.37% Reduced -147 -147
95 Strategic Financial Concepts, LLC 0.28% of their portfolio SAN ANTONIO, TX 41,25941.3k $2.0m $2.0m 0.28% New
96 Defined Financial Planning LLC 1.70% of their portfolio SAN RAFAEL, CA 40,89640.9k $1.9m $1.9m 1.70% Added +5.7k +5,714
97 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 40,41940.4k $1.9m $1.9m 0.02% Added +3.9k +3,899
98 Trivium Point Advisory, LLC 0.21% of their portfolio WILTON, CT 40,17740.2k $1.9m $1.9m 0.21% Reduced -576 -576
99 TABLEAUX LLC 1.06% of their portfolio STOCKBRIDGE, MA 38,98639.0k $1.9m $1.9m 1.06% Added +13.9k +13,919
100 RoundAngle Advisors LLC 1.53% of their portfolio RED BANK, NJ 38,55338.6k $1.8m $1.8m 1.53% Added +1.3k +1,307