Vault-13

WISDOMTREE TR EPI

INDIA ERNGS FD · ETP · CUSIP 97717W422

292 institutional holders +21 vs Q3 2025
34,387,47134.4m shares reported held*
$1.6bnreported value*
33 new 72 added 93 reduced 23 sold out net sold ≈ $138.6m (-3.0m 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 ≈ $46.29. Options: 4 managers hold calls ($7.9m notional), 0 hold puts (—).

Trends to Q4 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: 297Q3 25: 271Q4 25: 292292Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025271
Q4 2025292

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 107 bought or addedQ3 25: 137 cut or sold outQ4 25: 105 bought or addedQ4 25: 116 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202418664
Q2 202417996
Q3 202417799
Q4 2024155148
Q1 2025136153
Q2 2025146114
Q3 2025107137
Q4 2025105116

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ1 25 calls: $9.8mQ1 25 puts: $6.9mQ1 25P/C 0.70Q2 25 calls: $10.9mQ2 25 puts: $14.3mQ2 25P/C 1.32Q3 25 calls: $11.1mQ3 25 puts: $8.3mQ3 25P/C 0.75Q4 25 calls: $7.9mQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$9.8m$6.9m0.70
Q2 2025$10.9m$14.3m1.32
Q3 2025$11.1m$8.3m0.75
Q4 2025$7.9m$00.00

Biggest buyers

NewEdge Wealth, LLC New +241,966+242.0k
Leibman Financial Services, Inc. New +131,987+132.0k
OLD MISSION CAPITAL LLC Added +107,401+107.4k
BARCLAYS PLC Added +99,874+99.9k
Private Advisor Group, LLC Added +95,867+95.9k
Circle Wealth Management, LLC Added +69,364+69.4k
Kestra Advisory Services, LLC Added +65,743+65.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +64,182+64.2k
Merit Financial Group, LLC Added +58,419+58.4k
Avid Wealth Partners LLC Added +46,576+46.6k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -1,020,650-1.0m
JANE STREET GROUP, LLC Reduced -829,114-829.1k
CITADEL ADVISORS LLC Reduced -298,816-298.8k
Summit Trail Advisors, LLC Reduced -284,886-284.9k
MORGAN STANLEY Reduced -263,997-264.0k
JPMORGAN CHASE & CO Reduced -140,856-140.9k
GREENUP STREET WEALTH MANAGEMENT LLC Sold out -134,974-135.0k
Members Advisory Group LLC Sold out -125,056-125.1k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -115,558-115.6k
WELLS FARGO & COMPANY/MN Reduced -101,392-101.4k

Biggest calls

NOMURA HOLDINGS INC Unchanged $6.1m131.4k shares
CITADEL ADVISORS LLC Added $1.1m24.2k shares
UBS Group AG Reduced $464.8k10.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $217.6k4.7k shares

Biggest puts

None

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,207,4573.2m $148.5m $148.5m 0.01% Reduced -264.0k -263,997
2 MEITAV INVESTMENT HOUSE LTD 1.70% of their portfolio BENE-BERAQ, L3 3,178,2093.2m $147.1m $147.1m 1.70% Unchanged
3 Clal Insurance Enterprises Holdings Ltd 0.90% of their portfolio Tel-aviv, L3 3,000,0003.0m $138.9m $138.9m 0.90% Unchanged
4 Migdal Insurance & Financial Holdings Ltd. 0.83% of their portfolio Petach Tikva, L3 2,086,3192.1m $96.6m $96.6m 0.83% Reduced -8.0k -8,000
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,840,1601.8m $85.2m $85.2m 0.02% Added +13.8k +13,750
6 Harel Insurance Investments & Financial Services Ltd. 0.65% of their portfolio Ramat Gan, L3 1,621,5001.6m $75.1m $75.1m 0.65% Unchanged
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,454,1051.5m $67.3m $67.3m 0.00% Reduced -1.0m -1,020,650
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,097,4161.1m $50.8m $50.8m 0.00% Reduced -140.9k -140,856
9 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.98% of their portfolio Tel Aviv, L3 987,040987.0k $45.7m $45.7m 2.98% Unchanged
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 762,199762.2k $35.3m $35.3m 0.01% Reduced -101.4k -101,392
11 Composition Wealth, LLC 0.46% of their portfolio LOS ANGELES, CA 686,162686.2k $31.8m $31.8m 0.46% Reduced -44.2k -44,211
12 OLD MISSION CAPITAL LLC 0.94% of their portfolio CHICAGO, IL 525,859525.9k $24.3m $24.3m 0.94% Added +107.4k +107,401
13 CIBC Private Wealth Group LLC 0.04% of their portfolio ATLANTA, GA 489,592489.6k $22.7m $22.7m 0.04% Reduced -1.4k -1,381
14 Venture Visionary Partners LLC 0.68% of their portfolio Sylvania, OH 451,781451.8k $20.9m $20.9m 0.68% Added +578 +578
15 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 444,429444.4k $20.6m $20.6m 0.01% Reduced -19.0k -18,989
16 Millburn Ridgefield LLC /DE/ 0.49% of their portfolio New York, NY 440,569440.6k $20.4m $20.4m 0.49% Reduced -24.1k -24,073
17 Catalyst Capital Advisors LLC 0.42% of their portfolio San Juan, PR 440,569440.6k $20.4m $20.4m 0.42% Reduced -24.1k -24,073
18 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 428,514428.5k $19.8m $19.8m 0.09% Added +95.9k +95,867
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 394,692394.7k $18.3m $18.3m 0.00% Reduced -68.4k -68,390
20 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 389,934389.9k $18.1m $18.1m 0.07% Added +65.7k +65,743
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 364,151364.2k $16.9m $16.9m 0.01% Reduced -94.5k -94,485
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 359,728359.7k $16.7m $16.7m 0.00% Added +10.8k +10,794
23 Trajan Wealth LLC 0.68% of their portfolio SCOTTSDALE, AZ 351,208351.2k $16.3m $16.3m 0.68% Added +2.6k +2,572
24 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3.11% of their portfolio Tel Aviv, L3 342,373342.4k $15.8m $15.8m 3.11% Unchanged
25 BlackRock, Inc. 0.00% of their portfolio New York, NY 333,919333.9k $15.5m $15.5m 0.00% Added +6.1k +6,115
26 SBI Securities Co., Ltd. 0.38% of their portfolio TOKYO, M0 320,121320.1k $14.8m $14.8m 0.38% Added +22.2k +22,218
27 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 316,414316.4k $14.6m $14.6m 0.00% Reduced -115.6k -115,558
28 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 310,687310.7k $14.4m $14.4m 0.01% Added +99.9k +99,874
29 New Vernon Capital Holdings II LLC 6.65% of their portfolio Morristown, NJ 302,875302.9k $14.0m $14.0m 6.65% Unchanged
30 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 284,384284.4k $13.2m $13.2m 0.02% Reduced -829.1k -829,114
31 NewEdge Wealth, LLC 0.13% of their portfolio STAMFORD, CT 241,966242.0k $11.2m $11.2m 0.13% New
32 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 227,258227.3k $10.5m $10.5m 0.03% Added +10.8k +10,803
33 Randolph Co Inc 0.97% of their portfolio Cincinnati, OH 219,181219.2k $10.1m $10.1m 0.97% Added +2.7k +2,696
34 GenTrust, LLC 0.44% of their portfolio MIAMI, FL 218,996219.0k $10.1m $10.1m 0.44% Added +13.5k +13,482
35 Capital Investment Counsel, LLC 1.35% of their portfolio DENVER, CO 210,685210.7k $9.8m $9.8m 1.35% Added +6.7k +6,712
36 Stratos Wealth Partners, LTD. 0.11% of their portfolio BEACHWOOD, OH 202,429202.4k $9.4m $9.4m 0.11% Reduced -799 -799
37 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 195,830195.8k $9.1m $9.1m 0.01% Reduced -89.1k -89,143
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 180,748180.7k $8.4m $8.4m 0.01% Reduced -63.5k -63,509
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 161,416161.4k $7.5m $7.5m 0.00% Reduced -77.3k -77,260
40 Bulltick Wealth Management, LLC 1.57% of their portfolio Miami, FL 159,876159.9k $7.4m $7.4m 1.57% Reduced -69 -69
41 Provident Co of the Employees of the Hebrew University LTD 7.46% of their portfolio Jerusalem, L3 155,346155.3k $7.2m $7.2m 7.46% Unchanged
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 154,729154.7k $7.2m $7.2m 0.01% Added +64.2k +64,182
43 Avid Wealth Partners LLC 3.27% of their portfolio SAN ANTONIO, TX 144,681144.7k $6.7m $6.7m 3.27% Added +46.6k +46,576
44 Laurel Wealth Planning LLC 3.69% of their portfolio EDINA, MN 143,905143.9k $6.7m $6.7m 3.69% Added +1.6k +1,635
45 Circle Wealth Management, LLC 0.10% of their portfolio SUMMIT, NJ 143,703143.7k $6.7m $6.7m 0.10% Added +69.4k +69,364
46 Carmel Capital Management L.L.C. 1.93% of their portfolio CARMEL, CA 137,755137.8k $6.4m $6.4m 1.93% Added +7.4k +7,400
47 Leibman Financial Services, Inc. 4.41% of their portfolio LOUISVILLE, NE 131,987132.0k $6.1m $6.1m 4.41% New
48 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 125,500125.5k $5.8m $5.8m 0.04% Added +18.4k +18,354
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 120,616120.6k $5.6m $5.6m 0.00% Reduced -298.8k -298,816
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 104,595104.6k $4.8m $4.8m 0.00% Added +1.7k +1,749
51 Glen Eagle Advisors, LLC 0.64% of their portfolio KINGSTON, NJ 102,067102.1k $4.7m $4.7m 0.64% Reduced -2.1k -2,103
52 Grey Ledge Advisors, LLC 1.03% of their portfolio GUILFORD, CT 98,05898.1k $4.5m $4.5m 1.03% Added +3.4k +3,422
53 Meridian Wealth Management, LLC 0.15% of their portfolio LEXINGTON, KY 89,35189.4k $4.1m $4.1m 0.15% Reduced -199 -199
54 Cullen Capital Management, LLC 0.04% of their portfolio New York, NY 88,95989.0k $4.1m $4.1m 0.04% Reduced -3.2k -3,186
55 Prosperity Consulting Group, LLC 0.18% of their portfolio OWINGS MILLS, MD 84,72584.7k $3.9m $3.9m 0.18% Reduced -8.8k -8,768
56 Dynamic Advisor Solutions LLC 0.12% of their portfolio PHOENIX, AZ 82,79382.8k $3.8m $3.8m 0.12% Added +9.9k +9,919
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 80,31880.3k $3.7m $3.7m 0.00% Added +43.3k +43,283
58 THEORY FINANCIAL LLC 1.05% of their portfolio FORT COLLINS, CO 70,55770.6k $3.1m $3.1m 1.05% Reduced -9.2k -9,212
59 Ferguson Shapiro LLC 0.95% of their portfolio DECATUR, GA 66,95667.0k $3.1m $3.1m 0.95% Added +6.0k +5,997
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 64,75264.8k $3.0m $3.0m 0.00% Added +11.6k +11,603
61 LOOMIS SAYLES & CO L P 0.00% of their portfolio BOSTON, MA 64,73164.7k $3.0m $3.0m 0.00% Reduced -80.0k -80,000
62 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 64,61864.6k $3.0m $3.0m 0.02% Added +58.4k +58,419
63 Mariner, LLC 0.00% of their portfolio Overland Park, KS 62,38462.4k $2.9m $2.9m 0.00% Added +35.9k +35,893
64 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 62,04862.0k $2.9m $2.9m 0.03% Reduced -4.2k -4,222
65 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 61,60761.6k $2.9m $2.9m 0.01% Reduced -4.2k -4,177
66 FOREFRONT WEALTH MANAGEMENT INC. 1.80% of their portfolio MALVERN, PA 54,12654.1k $2.5m $2.5m 1.80% Reduced -487 -487
67 Cohen Klingenstein LLC 0.08% of their portfolio NEW YORK, NY 53,60053.6k $2.5m $2.5m 0.08% Unchanged
68 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 52,65152.7k $2.4m $2.4m 0.01% Reduced -4.1k -4,118
69 Narus Financial Partners, LLC 0.65% of their portfolio SALT LAKE CITY, UT 51,10151.1k $2.4m $2.4m 0.65% Reduced -330 -330
70 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 50,33450.3k $2.3m $2.3m 0.00% Reduced -3.9k -3,896
71 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 50,20950.2k $2.3m $2.3m 0.01% Reduced -11.6k -11,553
72 LEVEL FOUR ADVISORY SERVICES, LLC 0.07% of their portfolio DALLAS, TX 46,79446.8k $2.2m $2.2m 0.07% Reduced -674 -674
73 Sharper & Granite LLC 0.75% of their portfolio EL SEGUNDO, CA 45,87445.9k $2.1m $2.1m 0.75% Reduced -2.8k -2,800
74 Insight Advisors, LLC/ PA 0.31% of their portfolio Newtown, PA 44,84444.8k $2.1m $2.1m 0.31% Added +1.2k +1,181
75 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 44,84344.8k $2.1m $2.1m 0.01% Reduced -14.3k -14,338
76 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 41,53841.5k $1.9m $1.9m 0.02% Added +2.2k +2,186
77 Trivium Point Advisory, LLC 0.18% of their portfolio WILTON, CT 39,14639.1k $1.8m $1.8m 0.18% Reduced -2.0k -1,968
78 RoundAngle Advisors LLC 1.28% of their portfolio RED BANK, NJ 37,84837.8k $1.8m $1.8m 1.28% Reduced -722 -722
79 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,19236.2k $1.7m $1.7m 0.00% Reduced -35.8k -35,849
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,15234.2k $1.6m $1.6m 0.00% Added +13.3k +13,319
81 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,05634.1k $1.6m $1.6m 0.00% Added +5.2k +5,180
82 Whitaker-Myers Wealth Managers, LTD. 0.32% of their portfolio Mansfield, OH 33,39033.4k $1.5m $1.5m 0.32% Reduced -8.2k -8,212
83 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.52% of their portfolio TEL-AVIV, L3 33,07633.1k $1.5m $1.5m 3.52% Unchanged
84 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 32,33632.3k $1.5m $1.5m 0.00% Unchanged
85 Itau Unibanco Holding S.A. 0.03% of their portfolio SAO PAULO, D5 29,77029.8k $1.4m $1.4m 0.03% Added +6.2k +6,170
86 Financial & Tax Architects, LLC 0.31% of their portfolio ST LOUIS, MO 29,53529.5k $1.4m $1.4m 0.31% New
87 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 29,14229.1k $1.3m $1.3m 0.00% Added +15.7k +15,691
88 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 28,87928.9k $1.3m $1.3m 0.00% Added +6.9k +6,933
89 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 27,82527.8k $1.3m $1.3m 0.02% Added +941 +941
90 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 27,19227.2k $1.3m $1.3m 0.02% Unchanged
91 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 26,91926.9k $1.2m $1.2m 0.00% Added +26.8k +26,813
92 CHAPMAN FINANCIAL GROUP, LLC 0.84% of their portfolio KAILUA, HI 26,72326.7k $1.2m $1.2m 0.84% Reduced -2.3k -2,342
93 Strategic Wealth Investment Group, LLC 0.15% of their portfolio LOUISVILLE, KY 26,06926.1k $1.2m $1.2m 0.15% Reduced -12.3k -12,299
94 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 25,98926.0k $1.2m $1.2m 0.03% Reduced -1.8k -1,753
95 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 25,90925.9k $1.2m $1.2m 0.01% Added +24.5k +24,476
96 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 25,19725.2k $1.2m $1.2m 0.01% Added +759 +759
97 PKS Advisory Services, LLC 0.27% of their portfolio ALBANY, NY 25,13625.1k $1.2m $1.2m 0.27% Reduced -3.9k -3,909
98 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 24,43024.4k $1.1m $1.1m 0.01% Reduced -94 -94
99 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 24,38224.4k $1.1m $1.1m 0.03% Added +3.4k +3,410
100 Sunbelt Securities, Inc. 0.08% of their portfolio HOUSTON, TX 24,36124.4k $1.1m $1.1m 0.08% Added +1.9k +1,872