WisdomTree Trust - EPI

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.13B
QoQ value delta ($000)
-$1.175M (-0.1%)
Implied price effect (QoQ)
-0.09%
Shares
Total shares
26,417,870
QoQ shares delta
-4,868 (-0.02%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 6 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 145,037 3,390,302 0.98%
Clal Insurance Enterprises Holdings Ltd 128,340 3,000,000 0.57%
MORGAN STANLEY 110,999 2,594,647 0.01%
LPL Financial LLC 50,642 1,183,780 0.01%
BANK OF AMERICA CORP /DE/ 43,643 1,020,179 0.0%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 42,225 987,040 1.73%
JPMORGAN CHASE & CO 35,684 837,066 0.0%
Composition Wealth, LLC 28,321 662,028 0.33%
Millburn Ridgefield LLC /DE/ 26,401 617,149 0.5%
Catalyst Capital Advisors LLC 26,401 617,149 0.44%
AMERIPRISE FINANCIAL INC 22,038 515,232 0.0%
CIBC Bancorp USA Inc. 20,882 488,142 0.03%
OLD MISSION CAPITAL LLC 20,475 478,623 0.32%
WELLS FARGO & COMPANY/MN 18,855 440,755 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,570 434,094 0.0%
Venture Visionary Partners LLC 17,455 428,576 0.46%
Trajan Wealth LLC 17,046 398,476 0.64%
Kestra Advisory Services, LLC 16,869 394,331 0.05%
UBS Group AG 16,106 376,503 0.0%
BlackRock, Inc. 15,397 359,921 0.0%
RAYMOND JAMES FINANCIAL INC 15,193 355,159 0.0%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 14,646 342,373 1.81%
New Vernon Capital Holdings II LLC 14,330 334,978 7.9%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 12,132 283,603 0.0%
SBI Securities Co., Ltd. 11,521 269,323 0.26%