Vault-13

WISDOMTREE TR EPI

INDIA ERNGS FD · ETP · CUSIP 97717W422

276 institutional holders -16 vs Q4 2025
29,176,75729.2m shares reported held*
$1.2bnreported value*
25 new 87 added 91 reduced 38 sold out net sold ≈ $209.6m (-5.1m 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 ($71.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.76. Options: 4 managers hold calls ($10.5m notional), 3 hold puts ($1.2m).

Trends to Q1 2026

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: 292Q1 26: 276276Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026276

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 146 bought or addedQ2 25: 114 cut or sold outQ3 25: 107 bought or addedQ3 25: 137 cut or sold outQ3 25Q4 25: 105 bought or addedQ4 25: 116 cut or sold outQ1 26: 112 bought or addedQ1 26: 129 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202417996
Q3 202417799
Q4 2024155148
Q1 2025136153
Q2 2025146114
Q3 2025107137
Q4 2025105116
Q1 2026112129

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ2 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 0.00Q1 26 calls: $10.5mQ1 26 puts: $1.2mQ1 26P/C 0.11
Numbers
QuarterCallsPutsP/C
Q2 2025$10.9m$14.3m1.32
Q3 2025$11.1m$8.3m0.75
Q4 2025$7.9m$00.00
Q1 2026$10.5m$1.2m0.11

Biggest buyers

OLD MISSION CAPITAL LLC Added +360,950+360.9k
MEITAV INVESTMENT HOUSE LTD Added +301,826+301.8k
BARCLAYS PLC Added +250,657+250.7k
CITIGROUP INC Added +160,839+160.8k
Stelac Advisory Services LLC New +159,540+159.5k
Catalyst Capital Advisors LLC Added +147,183+147.2k
Millburn Ridgefield LLC /DE/ Added +147,183+147.2k
FLOW TRADERS U.S. LLC New +121,926+121.9k
ROYAL BANK OF CANADA Added +105,506+105.5k
Mariner, LLC Added +82,858+82.9k

Biggest sellers

Migdal Insurance & Financial Holdings Ltd. Reduced -2,050,070-2.1m
Harel Insurance Investments & Financial Services Ltd. Reduced -1,555,500-1.6m
LPL Financial LLC Reduced -469,122-469.1k
BANK OF AMERICA CORP /DE/ Reduced -404,969-405.0k
WELLS FARGO & COMPANY/MN Reduced -361,069-361.1k
MORGAN STANLEY Reduced -324,412-324.4k
JANE STREET GROUP, LLC Sold out -284,384-284.4k
Private Advisor Group, LLC Reduced -213,373-213.4k
Stratos Wealth Partners, LTD. Reduced -193,267-193.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -132,695-132.7k

Biggest calls

NOMURA HOLDINGS INC Unchanged $5.4m131.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.5m85.6k shares
UBS Group AG Added $1.4m35.0k shares
JANE STREET GROUP, LLC New $248.9k6.1k shares

Biggest puts

CITADEL ADVISORS LLC New $620.2k15.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $355.0k8.7k shares
JANE STREET GROUP, LLC New $216.2k5.3k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MEITAV INVESTMENT HOUSE LTD 1.56% of their portfolio BENE-BERAQ, L3 3,480,0353.5m $142.0m $142.0m 1.56% Added +301.8k +301,826
2 Clal Insurance Enterprises Holdings Ltd 0.74% of their portfolio Tel-aviv, L3 3,000,0003.0m $122.4m $122.4m 0.74% Unchanged
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,883,0452.9m $117.6m $117.6m 0.01% Reduced -324.4k -324,412
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,371,0381.4m $55.9m $55.9m 0.01% Reduced -469.1k -469,122
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,160,3661.2m $45.9m $45.9m 0.00% Added +63.0k +62,950
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,049,1361.0m $42.8m $42.8m 0.00% Reduced -405.0k -404,969
7 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.64% of their portfolio Tel Aviv, L3 987,040987.0k $40.3m $40.3m 2.64% Unchanged
8 OLD MISSION CAPITAL LLC 0.86% of their portfolio CHICAGO, IL 886,809886.8k $36.2m $36.2m 0.86% Added +360.9k +360,950
9 Composition Wealth, LLC 0.33% of their portfolio LOS ANGELES, CA 594,399594.4k $24.3m $24.3m 0.33% Reduced -91.8k -91,763
10 Millburn Ridgefield LLC /DE/ 0.52% of their portfolio New York, NY 587,752587.8k $24.0m $24.0m 0.52% Added +147.2k +147,183
11 Catalyst Capital Advisors LLC 0.45% of their portfolio San Juan, PR 587,752587.8k $24.0m $24.0m 0.45% Added +147.2k +147,183
12 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 561,344561.3k $22.9m $22.9m 0.01% Added +250.7k +250,657
13 CIBC Bancorp USA Inc. 0.03% of their portfolio CHICAGO, IL 488,142488.1k $19.9m $19.9m 0.03% First filing
14 Venture Visionary Partners LLC 0.58% of their portfolio Sylvania, OH 426,639426.6k $17.4m $17.4m 0.58% Reduced -25.1k -25,142
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 401,130401.1k $16.4m $16.4m 0.00% Reduced -361.1k -361,069
16 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 383,440383.4k $15.6m $15.6m 0.06% Reduced -6.5k -6,494
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 381,804381.8k $15.6m $15.6m 0.00% Reduced -62.6k -62,625
18 Trajan Wealth LLC 0.62% of their portfolio SCOTTSDALE, AZ 374,884374.9k $15.3m $15.3m 0.62% Added +23.7k +23,676
19 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 356,669356.7k $14.6m $14.6m 0.01% Added +160.8k +160,839
20 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2.76% of their portfolio Tel Aviv, L3 342,373342.4k $14.0m $14.0m 2.76% Unchanged
21 BlackRock, Inc. 0.00% of their portfolio New York, NY 337,490337.5k $13.8m $13.8m 0.00% Added +3.6k +3,571
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 306,857306.9k $12.5m $12.5m 0.00% Reduced -52.9k -52,871
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 300,458300.5k $12.3m $12.3m 0.00% Reduced -94.2k -94,234
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 297,517297.5k $12.1m $12.1m 0.00% Reduced -18.9k -18,897
25 SBI Securities Co., Ltd. 0.32% of their portfolio TOKYO, M0 289,026289.0k $11.8m $11.8m 0.32% Reduced -31.1k -31,095
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 266,922266.9k $10.9m $10.9m 0.00% Added +105.5k +105,506
27 GenTrust, LLC 0.41% of their portfolio MIAMI, FL 237,496237.5k $9.7m $9.7m 0.41% Added +18.5k +18,500
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 231,456231.5k $9.4m $9.4m 0.01% Reduced -132.7k -132,695
29 Randolph Co Inc 0.85% of their portfolio Cincinnati, OH 219,346219.3k $8.9m $8.9m 0.85% Added +165 +165
30 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 215,141215.1k $8.8m $8.8m 0.04% Reduced -213.4k -213,373
31 Capital Investment Counsel, LLC 1.16% of their portfolio DENVER, CO 207,881207.9k $8.5m $8.5m 1.16% Reduced -2.8k -2,804
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 186,612186.6k $7.6m $7.6m 0.01% Added +5.9k +5,864
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 185,452185.5k $7.6m $7.6m 0.01% Added +30.7k +30,723
34 New Vernon Capital Holdings II LLC 5.33% of their portfolio Morristown, NJ 177,278177.3k $7.2m $7.2m 5.33% Reduced -125.6k -125,597
35 Bulltick Wealth Management, LLC 1.44% of their portfolio Miami, FL 159,876159.9k $6.5m $6.5m 1.44% Unchanged
36 Stelac Advisory Services LLC 1.32% of their portfolio NEW YORK, NY 159,540159.5k $6.5m $6.5m 1.32% New
37 Circle Wealth Management, LLC 0.09% of their portfolio SUMMIT, NJ 155,539155.5k $6.3m $6.3m 0.09% Added +11.8k +11,836
38 Provident Co of the Employees of the Hebrew University LTD 10.00% of their portfolio Jerusalem, L3 155,346155.3k $6.3m $6.3m 10.00% Unchanged
39 Laurel Wealth Planning LLC 3.28% of their portfolio EDINA, MN 152,267152.3k $6.2m $6.2m 3.28% Added +8.4k +8,362
40 NewEdge Wealth, LLC 0.07% of their portfolio STAMFORD, CT 148,645148.6k $6.1m $6.1m 0.07% Reduced -93.3k -93,321
41 Mariner, LLC 0.01% of their portfolio Overland Park, KS 145,242145.2k $5.9m $5.9m 0.01% Added +82.9k +82,858
42 Leibman Financial Services, Inc. 4.13% of their portfolio LOUISVILLE, NE 137,944137.9k $5.6m $5.6m 4.13% Added +6.0k +5,957
43 FLOW TRADERS U.S. LLC 0.16% of their portfolio NEW YORK, NY 121,926121.9k $5.0m $5.0m 0.16% New
44 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 117,329117.3k $5.4m $5.4m 0.03% Reduced -8.2k -8,171
45 Cullen Capital Management, LLC 0.05% of their portfolio New York, NY 114,147114.1k $4.7m $4.7m 0.05% Added +25.2k +25,188
46 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 113,302113.3k $4.6m $4.6m 0.01% Reduced -114.0k -113,956
47 Grey Ledge Advisors, LLC 0.99% of their portfolio GUILFORD, CT 107,774107.8k $4.4m $4.4m 0.99% Added +9.7k +9,716
48 Avid Wealth Partners LLC 1.95% of their portfolio SAN ANTONIO, TX 100,907100.9k $4.1m $4.1m 1.95% Reduced -43.8k -43,774
49 Glen Eagle Advisors, LLC 0.56% of their portfolio KINGSTON, NJ 97,45197.5k $4.0m $4.0m 0.56% Reduced -4.6k -4,616
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 92,10692.1k $3.8m $3.8m 0.00% Added +11.8k +11,788
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,20689.2k $3.6m $3.6m 0.00% Reduced -15.4k -15,389
52 Dynamic Advisor Solutions LLC 0.11% of their portfolio PHOENIX, AZ 87,72287.7k $3.6m $3.6m 0.11% Added +4.9k +4,929
53 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 87,37787.4k $3.6m $3.6m 0.00% Added +75.4k +75,417
54 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 77,77477.8k $3.2m $3.2m 0.00% New
55 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 69,64669.6k $2.8m $2.8m 0.01% Added +8.0k +8,039
56 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 68,98669.0k $2.8m $2.8m 0.01% Added +16.3k +16,335
57 Harel Insurance Investments & Financial Services Ltd. 0.02% of their portfolio Ramat Gan, L3 66,00066.0k $2.7m $2.7m 0.02% Reduced -1.6m -1,555,500
58 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 65,65265.7k $2.7m $2.7m 0.00% Added +900 +900
59 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 65,62265.6k $2.7m $2.7m 0.03% Added +3.6k +3,574
60 Meridian Wealth Management, LLC 0.09% of their portfolio LEXINGTON, KY 61,79661.8k $2.5m $2.5m 0.09% Reduced -27.6k -27,555
61 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,07957.1k $2.3m $2.3m 0.00% Added +6.7k +6,745
62 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 55,37055.4k $2.3m $2.3m 0.02% Reduced -9.2k -9,248
63 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 54,41654.4k $2.2m $2.2m 0.02% New
64 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 53,65253.7k $2.2m $2.2m 0.02% New
65 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 52,14552.1k $2.1m $2.1m 0.02% Added +10.6k +10,607
66 Carmel Capital Management L.L.C. 0.60% of their portfolio CARMEL, CA 51,75551.8k $2.1m $2.1m 0.60% Reduced -86.0k -86,000
67 Sharper & Granite LLC 0.71% of their portfolio EL SEGUNDO, CA 50,92950.9k $2.1m $2.1m 0.71% Added +5.1k +5,055
68 Narus Financial Partners, LLC 0.53% of their portfolio SALT LAKE CITY, UT 49,38949.4k $2.0m $2.0m 0.53% Reduced -1.7k -1,712
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 48,90348.9k $1.9m $1.9m 0.00% Added +14.8k +14,847
70 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 48,49348.5k $2.0m $2.0m 0.01% Added +3.6k +3,650
71 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 47,05447.1k $1.9m $1.9m 0.01% Reduced -3.2k -3,155
72 Cohen Klingenstein LLC 0.06% of their portfolio NEW YORK, NY 47,00047.0k $1.9m $1.9m 0.06% Reduced -6.6k -6,600
73 TABLEAUX LLC 0.81% of their portfolio STOCKBRIDGE, MA 40,75040.8k $1.7m $1.7m 0.81% Added +17.4k +17,429
74 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 37,74837.7k $1.5m $1.5m 0.00% Added +1.6k +1,556
75 Migdal Insurance & Financial Holdings Ltd. 0.01% of their portfolio Petach Tikva, L3 36,24936.2k $1.5m $1.5m 0.01% Reduced -2.1m -2,050,070
76 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2.51% of their portfolio TEL-AVIV, L3 33,07633.1k $1.3m $1.3m 2.51% Unchanged
77 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 32,84432.8k $1.3m $1.3m 0.02% Added +5.0k +5,019
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 32,44732.4k $1.3m $1.3m 0.00% Reduced -1.7k -1,705
79 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 32,23532.2k $1.3m $1.3m 0.00% Added +26.5k +26,480
80 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 31,43531.4k $1.3m $1.3m 0.00% Added +18.9k +18,856
81 Itau Unibanco Holding S.A. 0.03% of their portfolio SAO PAULO, D5 29,77029.8k $1.2m $1.2m 0.03% Unchanged
82 Whitaker-Myers Wealth Managers, LTD. 0.23% of their portfolio Mansfield, OH 28,46728.5k $1.2m $1.2m 0.23% Reduced -4.9k -4,923
83 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 27,32027.3k $1.1m $1.1m 0.01% Added +16.6k +16,555
84 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 27,12727.1k $1.1m $1.1m 0.02% Reduced -65 -65
85 CHAPMAN FINANCIAL GROUP, LLC 0.79% of their portfolio KAILUA, HI 26,92326.9k $1.1m $1.1m 0.79% Added +200 +200
86 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 26,86526.9k $1.1m $1.1m 0.01% Added +1.7k +1,668
87 THEORY FINANCIAL LLC 0.38% of their portfolio FORT COLLINS, CO 26,62426.6k $1.1m $1.1m 0.38% Reduced -43.9k -43,933
88 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 26,53526.5k $1.1m $1.1m 0.07% Added +2.2k +2,174
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 26,25226.3k $595.0k $595.0k 0.00% Reduced -2.9k -2,890
90 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 26,15126.2k $1.1m $1.1m 0.03% Added +162 +162
91 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 25,70725.7k $1.0m $1.0m 0.01% Reduced -202 -202
92 Oxinas Partners, LLC 0.47% of their portfolio JEFFERSONVILLE, IN 25,43725.4k $1.0m $1.0m 0.47% Added +2.6k +2,647
93 Strategic Wealth Investment Group, LLC 0.13% of their portfolio LOUISVILLE, KY 25,34925.3k $1.0m $1.0m 0.13% Reduced -720 -720
94 PKS Advisory Services, LLC 0.24% of their portfolio ALBANY, NY 25,23525.2k $1.0m $1.0m 0.24% Added +99 +99
95 NAPLES GLOBAL ADVISORS, LLC 0.07% of their portfolio NAPLES, FL 24,22924.2k $988.5k $988.5k 0.07% Unchanged
96 Smartleaf Asset Management LLC 0.03% of their portfolio BOSTON, MA 23,97724.0k $949.2k $949.2k 0.03% Added +1.3k +1,331
97 Viewpoint Capital Management LLC 0.46% of their portfolio SEATTLE, WA 23,97224.0k $978.1k $978.1k 0.46% Unchanged
98 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 23,75123.8k $969.0k $969.0k 0.03% Reduced -631 -631
99 RoundAngle Advisors LLC 0.70% of their portfolio RED BANK, NJ 22,96623.0k $937.0k $937.0k 0.70% Reduced -14.9k -14,882
100 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 22,53322.5k $919.3k $919.3k 0.00% New