# WISDOMTREE TR (EPI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EPI/

- Reporting holders: 6
- Reported value: $19.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $17.5M | 428,576 | 0.5% | 12 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $954.8K | 23,442 | 0.2% | 13 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $325.1K | 7,981 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $267.4K | 6,566 | 0.0% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $166.7K | 4,094 | 0.0% | 27 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $20.4K | 502 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $19.2M |
| Q2 2026 | 252 | $1.1B |
| Q1 2026 | 275 | $1.2B |
| Q4 2025 | 291 | $1.6B |
| Q3 2025 | 273 | $1.7B |
| Q2 2025 | 297 | $2.1B |
| Q1 2025 | 299 | $2.4B |
| Q4 2024 | 334 | $2.1B |
| Q3 2024 | 333 | $2.4B |
| Q2 2024 | 311 | $2.0B |
| Q1 2024 | 281 | $2.0B |
| Q4 2023 | 217 | $1.0B |