Vault-13

WISDOMTREE TR EPI

INDIA ERNGS FD · ETP · CUSIP 97717W422

251 institutional holders -25 vs Q1 2026
26,191,24026.2m shares reported held*
$1.1bnreported value*
21 new 60 added 98 reduced 45 sold out net sold ≈ $127.8m (-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 ($16.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.80. Options: 3 managers hold calls ($10.2m notional), 2 hold puts ($1.2m).

Trends to Q2 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: 276Q2 26: 251251Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026251

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 112 bought or addedQ1 26: 129 cut or sold outQ2 26: 81 bought or addedQ2 26: 143 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202417799
Q4 2024155148
Q1 2025136153
Q2 2025146114
Q3 2025107137
Q4 2025105116
Q1 2026112129
Q2 202681143

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ3 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 0.11Q2 26 calls: $10.2mQ2 26 puts: $1.2mQ2 26P/C 0.12
Numbers
QuarterCallsPutsP/C
Q3 2025$11.1m$8.3m0.75
Q4 2025$7.9m$00.00
Q1 2026$10.5m$1.2m0.11
Q2 2026$10.2m$1.2m0.12

Biggest buyers

AMERIPRISE FINANCIAL INC Added +208,375+208.4k
New Vernon Capital Holdings II LLC Added +157,700+157.7k
McAdam, LLC New +151,469+151.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +150,142+150.1k
CITADEL ADVISORS LLC New +95,596+95.6k
Composition Wealth, LLC Added +67,629+67.6k
UBS Group AG Added +51,045+51.0k
Cresset Asset Management, LLC New +46,361+46.4k
Sumitomo Mitsui Trust Group, Inc. New +42,519+42.5k
WELLS FARGO & COMPANY/MN Added +39,625+39.6k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -408,186-408.2k
BARCLAYS PLC Reduced -342,369-342.4k
JPMORGAN CHASE & CO Reduced -323,300-323.3k
MORGAN STANLEY Reduced -288,398-288.4k
CITIGROUP INC Reduced -209,045-209.0k
Capital Investment Counsel, LLC Sold out -207,881-207.9k
LPL Financial LLC Reduced -187,258-187.3k
Bulltick Wealth Management, LLC Sold out -159,876-159.9k
Stelac Advisory Services LLC Sold out -159,540-159.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -157,083-157.1k

Biggest calls

NOMURA HOLDINGS INC Unchanged $5.6m131.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.5m82.1k shares
UBS Group AG Reduced $1.1m25.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $701.6k16.4k shares
CITADEL ADVISORS LLC Reduced $539.0k12.6k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MEITAV INVESTMENT HOUSE LTD 0.98% of their portfolio BENE-BERAQ, L3 3,390,3023.4m $145.0m $145.0m 0.98% Reduced -89.7k -89,733
2 Clal Insurance Enterprises Holdings Ltd 0.58% of their portfolio Tel-aviv, L3 3,000,0003.0m $128.3m $128.3m 0.58% Unchanged
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,594,6472.6m $111.0m $111.0m 0.01% Reduced -288.4k -288,398
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,183,7801.2m $50.6m $50.6m 0.01% Reduced -187.3k -187,258
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,020,1791.0m $43.6m $43.6m 0.00% Reduced -29.0k -28,957
6 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.73% of their portfolio Tel Aviv, L3 987,040987.0k $42.2m $42.2m 1.73% Unchanged
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 837,066837.1k $35.7m $35.7m 0.00% Reduced -323.3k -323,300
8 Composition Wealth, LLC 0.33% of their portfolio LOS ANGELES, CA 662,028662.0k $28.3m $28.3m 0.33% Added +67.6k +67,629
9 Millburn Ridgefield LLC /DE/ 0.50% of their portfolio New York, NY 617,149617.1k $26.4m $26.4m 0.50% Added +29.4k +29,397
10 Catalyst Capital Advisors LLC 0.44% of their portfolio San Juan, PR 617,149617.1k $26.4m $26.4m 0.44% Added +29.4k +29,397
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 515,232515.2k $22.0m $22.0m 0.00% Added +208.4k +208,375
12 CIBC Bancorp USA Inc. 0.03% of their portfolio CHICAGO, IL 488,142488.1k $20.9m $20.9m 0.03% Unchanged
13 OLD MISSION CAPITAL LLC 0.52% of their portfolio CHICAGO, IL 478,623478.6k $20.5m $20.5m 0.52% Reduced -408.2k -408,186
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 440,755440.8k $18.9m $18.9m 0.00% Added +39.6k +39,625
15 Venture Visionary Partners LLC 0.51% of their portfolio Sylvania, OH 430,870430.9k $18.4m $18.4m 0.51% Added +4.2k +4,231
16 Trajan Wealth LLC 0.64% of their portfolio SCOTTSDALE, AZ 398,476398.5k $17.0m $17.0m 0.64% Added +23.6k +23,592
17 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 394,331394.3k $16.9m $16.9m 0.05% Added +10.9k +10,891
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 359,921359.9k $15.4m $15.4m 0.00% Added +22.4k +22,431
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 355,159355.2k $15.2m $15.2m 0.00% Reduced -26.6k -26,645
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 351,503351.5k $15.0m $15.0m 0.00% Added +51.0k +51,045
21 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.81% of their portfolio Tel Aviv, L3 342,373342.4k $14.6m $14.6m 1.81% Unchanged
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 335,594335.6k $14.4m $14.4m 0.01% Added +150.1k +150,142
23 New Vernon Capital Holdings II LLC 7.90% of their portfolio Morristown, NJ 334,978335.0k $14.3m $14.3m 7.90% Added +157.7k +157,700
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 283,603283.6k $12.1m $12.1m 0.00% Reduced -13.9k -13,914
25 SBI Securities Co., Ltd. 0.26% of their portfolio TOKYO, M0 269,323269.3k $11.5m $11.5m 0.26% Reduced -19.7k -19,703
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 259,989260.0k $11.1m $11.1m 0.00% Reduced -6.9k -6,933
27 GenTrust, LLC 0.40% of their portfolio MIAMI, FL 242,315242.3k $10.4m $10.4m 0.40% Added +4.8k +4,819
28 Randolph Co Inc 0.79% of their portfolio Cincinnati, OH 219,252219.3k $9.4m $9.4m 0.79% Reduced -94 -94
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 218,975219.0k $9.4m $9.4m 0.00% Reduced -342.4k -342,369
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 213,103213.1k $9.1m $9.1m 0.00% Reduced -18.4k -18,353
31 Laurel Wealth Planning LLC 2.88% of their portfolio EDINA, MN 152,372152.4k $6.5m $6.5m 2.88% Added +105 +105
32 Circle Wealth Management, LLC 0.08% of their portfolio SUMMIT, NJ 151,599151.6k $6.5m $6.5m 0.08% Reduced -3.9k -3,940
33 McAdam, LLC 0.25% of their portfolio Philadelphia, PA 151,469151.5k $6.5m $6.5m 0.25% New
34 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 147,624147.6k $6.3m $6.3m 0.00% Reduced -209.0k -209,045
35 Leibman Financial Services, Inc. 4.10% of their portfolio LOUISVILLE, NE 144,201144.2k $6.2m $6.2m 4.10% Added +6.3k +6,257
36 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 124,267124.3k $5.3m $5.3m 0.02% Reduced -90.9k -90,874
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 118,316118.3k $5.1m $5.1m 0.01% Added +5.0k +5,014
38 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 107,191107.2k $4.6m $4.6m 0.03% Reduced -10.1k -10,138
39 Glen Eagle Advisors, LLC 0.52% of their portfolio KINGSTON, NJ 97,01297.0k $4.2m $4.2m 0.52% Reduced -439 -439
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 95,59695.6k $4.1m $4.1m 0.00% New
41 Cullen Capital Management, LLC 0.04% of their portfolio New York, NY 93,41193.4k $4.0m $4.0m 0.04% Reduced -20.7k -20,736
42 Grey Ledge Advisors, LLC 0.79% of their portfolio GUILFORD, CT 91,55991.6k $3.9m $3.9m 0.79% Reduced -16.2k -16,215
43 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 91,48291.5k $3.9m $3.9m 0.00% Added +2.3k +2,276
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 73,12873.1k $3.1m $3.1m 0.00% Added +35.4k +35,380
45 Harel Insurance Investments & Financial Services Ltd. 0.01% of their portfolio Ramat Gan, L3 66,00066.0k $2.8m $2.8m 0.01% Unchanged
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 65,99566.0k $2.8m $2.8m 0.00% Reduced -79.2k -79,247
47 Provident Co of the Employees of the Hebrew University LTD 2.15% of their portfolio Jerusalem, L3 65,61365.6k $2.8m $2.8m 2.15% Reduced -89.7k -89,733
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 63,13163.1k $2.7m $2.7m 0.00% Reduced -2.5k -2,521
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 58,85658.9k $2.5m $2.5m 0.00% Added +1.8k +1,777
50 TriCert Investment Counsel Inc. 0.23% of their portfolio WATERLOO, A6 58,07558.1k $2.5m $2.5m 0.23% First filing
51 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 54,66054.7k $2.3m $2.3m 0.02% Reduced -11.0k -10,962
52 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 52,88152.9k $2.3m $2.3m 0.00% Reduced -16.1k -16,105
53 ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio Chicago, IL 50,54350.5k $2.2m $2.2m 0.02% Reduced -1.6k -1,602
54 Sharper & Granite LLC 0.67% of their portfolio EL SEGUNDO, CA 50,25950.3k $2.2m $2.2m 0.67% Reduced -670 -670
55 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 49,64049.6k $2.1m $2.1m 0.01% Added +30.1k +30,068
56 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 48,36748.4k $2.1m $2.1m 0.01% Added +1.3k +1,313
57 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 47,34347.3k $2.0m $2.0m 0.01% Reduced -1.1k -1,150
58 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 46,36146.4k $2.0m $2.0m 0.01% New
59 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 44,88644.9k $1.9m $1.9m 0.00% Added +13.5k +13,451
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 44,10244.1k $1.9m $1.9m 0.00% Reduced -4.8k -4,801
61 Narus Financial Partners, LLC 0.48% of their portfolio SALT LAKE CITY, UT 43,95844.0k $1.9m $1.9m 0.48% Reduced -5.4k -5,431
62 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 42,68442.7k $1.8m $1.8m 0.00% Reduced -27.0k -26,962
63 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 42,51942.5k $1.8m $1.8m 0.00% New
64 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 39,59139.6k $1.7m $1.7m 0.00% Added +19.7k +19,666
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,36037.4k $1.6m $1.6m 0.00% Reduced -54.7k -54,746
66 Trivium Point Advisory, LLC 0.14% of their portfolio WILTON, CT 35,40935.4k $1.5m $1.5m 0.14% New
67 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 0.98% of their portfolio TEL-AVIV, L3 33,07633.1k $1.4m $1.4m 0.98% Unchanged
68 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 32,23532.2k $1.4m $1.4m 0.00% Unchanged
69 Cohen Klingenstein LLC 0.04% of their portfolio NEW YORK, NY 32,00032.0k $1.4m $1.4m 0.04% Reduced -15.0k -15,000
70 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,52929.5k $1.3m $1.3m 0.00% Reduced -157.1k -157,083
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,55327.6k $1.2m $1.2m 0.00% Reduced -4.9k -4,894
72 Stratos Wealth Advisors, LLC 0.06% of their portfolio BEACHWOOD, OH 26,96727.0k $1.2m $1.2m 0.06% Added +8.7k +8,657
73 CHAPMAN FINANCIAL GROUP, LLC 0.76% of their portfolio KAILUA, HI 26,62326.6k $1.1m $1.1m 0.76% Reduced -300 -300
74 Strategic Wealth Investment Group, LLC 0.14% of their portfolio LOUISVILLE, KY 26,35126.4k $1.1m $1.1m 0.14% Added +1.0k +1,002
75 Oxinas Partners, LLC 0.44% of their portfolio JEFFERSONVILLE, IN 26,28826.3k $1.1m $1.1m 0.44% Added +851 +851
76 Whitaker-Myers Wealth Managers, LTD. 0.19% of their portfolio Mansfield, OH 26,18226.2k $1.1m $1.1m 0.19% Reduced -2.3k -2,285
77 Lynx Investment Advisory 0.36% of their portfolio WASHINGTON, DC, DC 25,88625.9k $1.1m $1.1m 0.36% New
78 Perigon Wealth Management, LLC 0.02% of their portfolio SAN FRANCISCO, CA 25,85725.9k $1.1m $1.1m 0.02% Reduced -1.3k -1,270
79 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 25,84125.8k $1.1m $1.1m 0.00% Added +134 +134
80 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio CHICAGO, IL 25,45025.4k $1.1m $1.1m 0.00% Added +4.5k +4,450
81 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 24,64524.6k $1.1m $1.1m 0.00% Added +5.0k +5,033
82 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 24,52824.5k $1.0m $1.0m 0.03% Added +777 +777
83 NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio NAPLES, FL 24,22924.2k $1.0m $1.0m 0.06% Unchanged
84 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 24,22024.2k $1.0m $1.0m 0.00% Reduced -3.1k -3,100
85 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 24,14124.1k $1.0m $1.0m 0.03% Added +14.6k +14,581
86 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 24,01424.0k $1.0m $1.0m 0.01% Reduced -2.9k -2,851
87 Smartleaf Asset Management LLC 0.03% of their portfolio BOSTON, MA 23,97724.0k $1.0m $1.0m 0.03% Unchanged
88 Viewpoint Capital Management LLC 0.52% of their portfolio SEATTLE, WA 23,97224.0k $1.0m $1.0m 0.52% Unchanged
89 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 22,00022.0k $941.2k $941.2k 0.00% Unchanged
90 Caprock Group, LLC 0.02% of their portfolio BOISE, ID 21,37621.4k $914.5k $914.5k 0.02% Reduced -470 -470
91 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 21,34221.3k $913.0k $913.0k 0.02% Reduced -4.8k -4,809
92 Verity Asset Management, Inc. 0.34% of their portfolio DURHAM, NC 21,20421.2k $907.1k $907.1k 0.34% Added +279 +279
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 20,43820.4k $874.3k $874.3k 0.00% Added +8.8k +8,810
94 Evelyn Partners Group Ltd 0.02% of their portfolio LONDON, X0 18,86218.9k $1.4m $1.4m 0.02% First filing
95 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,79418.8k $804.1k $804.1k 0.00% Reduced -1.7k -1,697
96 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 18,45218.5k $789.4k $789.4k 0.00% Added +10.0k +10,022
97 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.61% of their portfolio HINGHAM, MA 18,10618.1k $777.1k $777.1k 0.61% Reduced -2.0k -1,962
98 TWO SIGMA SECURITIES, LLC 0.07% of their portfolio NEW YORK, NY 17,79517.8k $761.3k $761.3k 0.07% Added +10.3k +10,323
99 Stonebridge Financial Group, LLC/CA 0.11% of their portfolio SAN RAFAEL, CA 17,79417.8k $761.0k $761.0k 0.11% First filing
100 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 17,77717.8k $761.0k $761.0k 0.00% Reduced -35.9k -35,875