WisdomTree Trust - EPI

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.6B
QoQ value delta ($000)
-$20.69M (-1.28%)
Implied price effect (QoQ)
+5.04%
Shares
Total shares
34,473,599
QoQ shares delta
-2,205,766 (-6.01%)
Total shares held by funds (by quarter)

Market chart (EPI)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 148,473 3,207,457 0.01%
MEITAV INVESTMENT HOUSE LTD 147,119 3,178,209 1.7%
Clal Insurance Enterprises Holdings Ltd 138,870 3,000,000 0.9%
Migdal Insurance & Financial Holdings Ltd. 96,566 2,086,319 0.83%
LPL Financial LLC 85,181 1,840,160 0.02%
Harel Insurance Investments & Financial Services Ltd. 75,059 1,621,500 0.65%
BANK OF AMERICA CORP /DE/ 67,310 1,454,105 0.0%
JPMORGAN CHASE & CO 50,799 1,097,416 0.0%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 45,690 987,040 2.98%
WELLS FARGO & COMPANY/MN 35,282 762,199 0.01%
Composition Wealth, LLC 31,762 686,162 0.46%
OLD MISSION CAPITAL LLC 24,342 525,859 0.56%
CIBC Private Wealth Group LLC 22,663 489,592 0.04%
Venture Visionary Partners LLC 20,926 451,781 0.68%
RAYMOND JAMES FINANCIAL INC 20,572 444,429 0.01%
Catalyst Capital Advisors LLC 20,393 440,569 0.42%
Millburn Ridgefield LLC /DE/ 20,393 440,569 0.49%
Private Advisor Group, LLC 19,835 428,514 0.09%
UBS Group AG 18,735 404,732 0.0%
Kestra Advisory Services, LLC 18,050 389,934 0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16,856 364,151 0.01%
AMERIPRISE FINANCIAL INC 16,656 359,728 0.0%
Trajan Wealth LLC 16,257 351,208 0.68%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 15,848 342,373 3.11%
BlackRock, Inc. 15,457 333,919 0.0%