WisdomTree Trust - EPI

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$1.229B
QoQ value delta ($000)
-$372M (-23.24%)
Implied price effect (QoQ)
-11.61%
Shares
Total shares
29,947,021
QoQ shares delta
-4,537,857 (-13.16%)
Total shares held by funds (by quarter)

Market chart (EPI)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 273 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MEITAV INVESTMENT HOUSE LTD 141,985 3,480,035 1.56%
Clal Insurance Enterprises Holdings Ltd 122,400 3,000,000 0.74%
MORGAN STANLEY 117,628 2,883,045 0.01%
LPL Financial LLC 55,938 1,371,038 0.01%
JPMORGAN CHASE & CO 45,938 1,160,366 0.0%
BANK OF AMERICA CORP /DE/ 42,804 1,049,136 0.0%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 40,271 987,040 2.64%
OLD MISSION CAPITAL LLC 36,181 886,809 0.57%
Composition Wealth, LLC 24,251 594,399 0.33%
Millburn Ridgefield LLC /DE/ 23,980 587,752 0.52%
Catalyst Capital Advisors LLC 23,980 587,752 0.45%
BARCLAYS PLC 22,902 561,344 0.01%
CIBC Private Wealth Group LLC 22,663 489,592 0.04%
CIBC Bancorp USA Inc. 19,916 488,142 0.03%
Venture Visionary Partners LLC 17,406 426,639 0.58%
WELLS FARGO & COMPANY/MN 16,366 401,130 0.0%
Kestra Advisory Services, LLC 15,644 383,440 0.06%
RAYMOND JAMES FINANCIAL INC 15,577 381,804 0.0%
Trajan Wealth LLC 15,295 374,884 0.62%
CITIGROUP INC 14,552 356,669 0.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13,968 342,373 2.76%
BlackRock, Inc. 13,769 337,490 0.0%
UBS Group AG 13,688 335,498 0.0%
AMERIPRISE FINANCIAL INC 12,528 306,857 0.0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 12,138 297,517 0.0%