EPI institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding250
Shares held26,191,632
Reported value$1.1bn
Quarter flows26 new, 60 added, 98 trimmed, 51 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MEITAV INVESTMENT HOUSE LTD3,390,302$145.0m1.0%
Clal Insurance Enterprises Holdings Ltd3,000,000$128.3m0.6%
MORGAN STANLEY2,594,647$111.0m0.0%
LPL Financial LLC1,183,780$50.6m0.0%
BANK OF AMERICA CORP /DE/1,020,179$43.6m0.0%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD987,040$42.2m1.7%
JPMORGAN CHASE & CO837,066$35.7m0.0%
Composition Wealth, LLC662,028$28.3m0.3%
Millburn Ridgefield LLC /DE/617,149$26.4m0.5%
Catalyst Capital Advisors LLC617,149$26.4m0.4%
AMERIPRISE FINANCIAL INC515,232$22.0m0.0%
CIBC Bancorp USA Inc.488,142$20.9m0.0%
OLD MISSION CAPITAL LLC478,623$20.5m0.3%
WELLS FARGO & COMPANY/MN440,755$18.9m0.0%
Venture Visionary Partners LLC430,870$18.4m0.5%
Trajan Wealth LLC398,476$17.0m0.6%
Kestra Advisory Services, LLC394,331$16.9m0.1%
BlackRock, Inc.359,921$15.4m0.0%
RAYMOND JAMES FINANCIAL INC355,159$15.2m0.0%
UBS Group AG351,503$15.0m0.0%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD342,373$14.6m1.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP335,594$14.4m0.0%
New Vernon Capital Holdings II LLC334,978$14.3m7.9%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/283,603$12.1m0.0%
SBI Securities Co., Ltd.269,323$11.5m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EPI"). EPI price history · All 13F data

Get a free API keySee history bundlesDownload free samples