/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

EPI

EPI Institutional Holdings & 13F Data

Wisdomtree India Earnings

-$400.0M

Net Activity

Institutions Holding

272

Popularity Rank

#2193

Avg Weight

0.21%

Total Value

$1.2B

Ownership Trend

272 institutions currently hold EPI, with 113 net buyers and 126 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

126

Net Buying Institutions

113

Key Holders

Key Holders

Top 5 by Value

Meitav Investment House LTD

Clal Insurance Enterprises Holdings Ltd

LPL Financial LLC

Jpmorgan Chase & Co

Top 5 by Conviction

Provident Co of the Employees of the Hebrew University LTD

New Vernon Capital Holdings Ii LLC

Leibman Financial Services, Inc.

Laurel Wealth Planning LLC

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

View all 272 holding institutions

Quarterly Activity

Recent Activity

+$527.0M

Total Buy Value

$915.7M

Total Sell Value

New buy26

Trim89

Add87

Sold out37

113

Net Buyers

126

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE INDIA EARNINGS (EPI)?

Major stakeholders currently include Meitav Investment House LTD ($142.0M), Clal Insurance Enterprises Holdings Ltd ($122.4M), Morgan Stanley ($117.6M). Based on the latest 13F filings, there are a total of 272 tracked investment funds and institutions maintaining positions in EPI.

What is the overall institutional sentiment toward EPI recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $400.0M, driven by 113 managers accumulating shares while 126 reduced their exposure.

Which institutions have been selling or reducing their EPI positions?

In the latest period, 89 funds trimmed their holdings, and 37 managers completely exited their positions. The aggregate reported sell value was $915.7M.

Are there any notable investors adding EPI to their portfolios?

Yes, buying activity remains notable. 26 institutions opened new positions in {ticker}, and 87 existing holders added to their shares. The total reported buy value for the quarter amounted to $527.0M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter