WISDOMTREE TR (EPI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
237
Reporting holders
$995.6M
Reported value
1.1%
Held as options
-24
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | $145.0M | 3,390,302 | 0.98% | 22q | -2.6%-$3.8M |
| MORGAN STANLEY | $111.0M | 2,594,647 | 0.01% | 35q | -10.0%-$12.3M |
| LPL Financial LLC | $50.6M | 1,183,780 | 0.01% | 31q | -13.7%-$8.0M |
| BANK OF AMERICA CORP /DE/ | $43.6M | 1,020,179 | 0.00% | 31q | -2.8%-$1.2M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $42.2M | 987,040 | 1.73% | 10q | HELD |
| JPMORGAN CHASE & CO | $35.7M | 837,066 | 0.00% | 31q | -27.9%-$13.8M |
| Composition Wealth, LLC | $28.3M | 662,028 | 0.33% | 15q | +11.4%+$2.9M |
| Millburn Ridgefield LLC /DE/ | $26.4M | 617,149 | 0.50% | 31q | +5.0%+$1.3M |
| Catalyst Capital Advisors LLC | $26.4M | 617,149 | 0.44% | 31q | +5.0%+$1.3M |
| AMERIPRISE FINANCIAL INC | $22.0M | 515,232 | 0.00% | 31q | -16.0%-$4.2M |
| CIBC Bancorp USA Inc. | $20.9M | 488,142 | 0.03% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $20.5M | 478,623 | 0.32% | 8q | -46.0%-$17.5M |
| WELLS FARGO & COMPANY/MN | $18.9M | 440,755 | 0.00% | 31q | -45.1%-$15.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.6M | 335,594 | 0.00% | 31q | +81.0%+$8.3M |
| Venture Visionary Partners LLC | $18.4M | 430,870 | 0.51% | 11q | +1.0%+$181.0K |
| Trajan Wealth LLC | $17.0M | 398,476 | 0.64% | 10q | +6.3%+$1.0M |
| Kestra Advisory Services, LLC | $16.9M | 394,331 | 0.05% | 24q | +2.8%+$465.9K |
| UBS Group AG | $16.1M | 351,503 | 0.00% | 31q | +17.0%+$2.3M |
| BlackRock, Inc. | $15.4M | 359,921 | 0.00% | 8q | +6.6%+$959.6K |
| RAYMOND JAMES FINANCIAL INC | $15.2M | 355,159 | 0.00% | 7q | -7.0%-$1.1M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $14.6M | 342,373 | 1.81% | 10q | HELD |
| New Vernon Capital Holdings II LLC | $14.3M | 334,978 | 7.90% | 17q | +89.0%+$6.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $12.1M | 283,603 | 0.00% | 31q | -4.7%-$595.2K |
| SBI Securities Co., Ltd. | $11.5M | 269,323 | 0.26% | 7q | -6.8%-$842.9K |
| ROYAL BANK OF CANADA | $11.1M | 259,989 | 0.00% | 31q | -2.6%-$296.6K |
| GenTrust, LLC | $10.4M | 242,315 | 0.40% | 32q | +2.0%+$206.2K |
| Randolph Co Inc | $9.4M | 219,252 | 0.79% | 14q | HELD |
| BARCLAYS PLC | $9.4M | 218,975 | 0.00% | 31q | -61.0%-$14.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 213,103 | 0.00% | 18q | -7.9%-$785.1K |
| Laurel Wealth Planning LLC | $6.5M | 152,372 | 2.88% | 8q | HELD |
| Circle Wealth Management, LLC | $6.5M | 151,599 | 0.08% | 9q | -2.5%-$168.6K |
| McAdam, LLC | $6.5M | 151,469 | 0.25% | new | NEW |
| CITIGROUP INC | $6.3M | 147,624 | 0.00% | 31q | -58.6%-$8.9M |
| Leibman Financial Services, Inc. | $6.2M | 144,201 | 4.10% | 3q | +4.5%+$267.7K |
| NOMURA HOLDINGS INC | $5.6M | options only | 0.01% | 9q | OPTIONS |
| Private Advisor Group, LLC | $5.3M | 124,267 | 0.02% | 31q | -42.2%-$3.9M |
| MML INVESTORS SERVICES, LLC | $5.1M | 118,316 | 0.01% | 11q | +4.4%+$214.5K |
| CITADEL ADVISORS LLC | $4.6M | 95,596 | 0.00% | 31q | HELD |
| Equitable Holdings, Inc. | $4.6M | 107,191 | 0.03% | 23q | -8.6%-$433.7K |
| Glen Eagle Advisors, LLC | $4.2M | 97,012 | 0.52% | 39q | HELD |
| Cullen Capital Management, LLC | $4.0M | 93,411 | 0.04% | 11q | -18.2%-$887.1K |
| Grey Ledge Advisors, LLC | $3.9M | 91,559 | 0.79% | 18q | -15.0%-$693.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.9M | 91,482 | 0.00% | 23q | +2.6%+$97.4K |
| Mariner, LLC | $2.8M | 65,995 | 0.00% | 16q | -54.6%-$3.4M |
| Provident Co of the Employees of the Hebrew University LTD | $2.8M | 65,613 | 2.15% | 10q | -57.8%-$3.8M |
| STIFEL FINANCIAL CORP | $2.7M | 63,131 | 0.00% | 11q | -3.8%-$107.9K |
| Cetera Investment Advisers | $2.5M | 58,856 | 0.00% | 15q | +3.1%+$76.0K |
| TriCert Investment Counsel Inc. | $2.5M | 58,075 | 0.23% | new | FIRST |
| Atria Investments, Inc | $2.3M | 54,660 | 0.02% | 7q | -16.7%-$469.0K |
| Wealthfront Advisers LLC | $2.3M | 52,881 | 0.00% | 19q | -23.3%-$689.0K |
| ZACKS INVESTMENT MANAGEMENT | $2.2M | 50,543 | 0.02% | 18q | -3.1%-$68.5K |
| Sharper & Granite LLC | $2.2M | 50,259 | 0.67% | 15q | -1.3%-$28.7K |
| &PARTNERS | $2.1M | 49,640 | 0.01% | 2q | +153.6%+$1.3M |
| BLAIR WILLIAM & CO/IL | $2.1M | 48,367 | 0.01% | 31q | +2.8%+$56.2K |
| Allworth Financial LP | $2.0M | 47,343 | 0.01% | 13q | -2.4%-$49.2K |
| Cresset Asset Management, LLC | $2.0M | 46,361 | 0.01% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.9M | 44,886 | 0.00% | 31q | +42.8%+$575.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.9M | 44,102 | 0.00% | 10q | -9.8%-$206.0K |
| Narus Financial Partners, LLC | $1.9M | 43,958 | 0.48% | 11q | -11.0%-$232.3K |
| Rockefeller Capital Management L.P. | $1.8M | 42,684 | 0.00% | 29q | -38.7%-$1.2M |
| Sumitomo Mitsui Trust Group, Inc. | $1.8M | 42,519 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 40,876 | 0.00% | 8q | +251.5%+$1.3M |
| Savant Capital, LLC | $1.7M | 39,591 | 0.00% | 31q | +98.7%+$821.7K |
| GOLDMAN SACHS GROUP INC | $1.6M | 37,360 | 0.00% | 31q | -59.4%-$2.3M |
| Trivium Point Advisory, LLC | $1.5M | 35,409 | 0.14% | new | NEW |
| Evelyn Partners Group Ltd | $1.4M | 18,862 | 0.00% | new | FIRST |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | $1.4M | 33,076 | 0.98% | 20q | HELD |
| TD Waterhouse Canada Inc. | $1.4M | 32,235 | 0.00% | 19q | HELD |
| Cohen Klingenstein LLC | $1.4M | 32,000 | 0.04% | 31q | -31.9%-$641.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 29,529 | 0.00% | 13q | -84.2%-$6.7M |
| Creative Planning | $1.2M | 27,553 | 0.00% | 31q | -15.1%-$209.4K |
| Stratos Wealth Advisors, LLC | $1.2M | 26,967 | 0.06% | 3q | +47.3%+$370.4K |
| CHAPMAN FINANCIAL GROUP, LLC | $1.1M | 26,623 | 0.76% | 6q | -1.1%-$12.8K |
| Strategic Wealth Investment Group, LLC | $1.1M | 26,351 | 0.14% | 5q | +4.0%+$42.9K |
| Oxinas Partners, LLC | $1.1M | 26,288 | 0.44% | 6q | +3.3%+$36.4K |
| Whitaker-Myers Wealth Managers, LTD. | $1.1M | 26,182 | 0.19% | 12q | -8.0%-$97.8K |
| Lynx Investment Advisory | $1.1M | 25,886 | 0.36% | new | NEW |
| Perigon Wealth Management, LLC | $1.1M | 25,857 | 0.02% | 8q | -4.7%-$54.3K |
| MAI Capital Management | $1.1M | 25,841 | 0.00% | 7q | +0.5%+$5.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $1.1M | 25,450 | 0.00% | 7q | +21.2%+$190.4K |
| Sanctuary Advisors, LLC | $1.1M | 24,645 | 0.00% | 9q | +25.7%+$215.3K |
| Robertson Stephens Wealth Management, LLC | $1.0M | 24,528 | 0.03% | 9q | +3.3%+$33.2K |
| NAPLES GLOBAL ADVISORS, LLC | $1.0M | 24,229 | 0.06% | 31q | HELD |
| Beacon Pointe Advisors, LLC | $1.0M | 24,220 | 0.00% | 21q | -11.3%-$132.6K |
| Western Wealth Management, LLC | $1.0M | 24,141 | 0.03% | 9q | +152.5%+$623.8K |
| Clearstead Advisors, LLC | $1.0M | 24,014 | 0.01% | 8q | -10.6%-$122.0K |
| Viewpoint Capital Management LLC | $1.0M | 23,972 | 0.52% | 19q | HELD |
| Smartleaf Asset Management LLC | $1.0M | 23,977 | 0.03% | 6q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $941.2K | 22,000 | 0.00% | 15q | -50.0%-$941.2K |
| Caprock Group, LLC | $914.5K | 21,376 | 0.02% | 6q | -2.2%-$20.1K |
| IHT Wealth Management, LLC | $913.0K | 21,342 | 0.02% | 15q | -18.4%-$205.7K |
| Verity Asset Management, Inc. | $907.1K | 21,204 | 0.34% | 30q | +1.3%+$11.9K |
| Merit Financial Group, LLC | $822.1K | 19,216 | 0.00% | 11q | -65.3%-$1.5M |
| OSAIC HOLDINGS, INC. | $804.1K | 18,794 | 0.00% | 26q | -8.3%-$72.6K |
| EP Wealth Advisors, LLC | $789.4K | 18,452 | 0.00% | 4q | +118.9%+$428.7K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $777.1K | 18,106 | 0.60% | 7q | -9.8%-$84.2K |
| TWO SIGMA SECURITIES, LLC | $761.3K | 17,795 | 0.07% | 2q | +138.2%+$441.6K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $681.6K | 15,933 | 0.18% | 7q | -4.6%-$33.2K |
| Focus Partners Wealth | $657.0K | 15,358 | 0.00% | 3q | +1.9%+$12.4K |
| WASHINGTON GROWTH STRATEGIES LLC | $636.7K | 14,882 | 0.35% | 7q | HELD |
Showing the largest 100 of 252 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 237 | $995.6M | 22,993,589 | 20 | 55 | 92 | 1.1% |
| Q1 2026 | 261 | $1.1B | 26,528,580 | 23 | 84 | 81 | 1.1% |
| Q4 2025 | 277 | $1.3B | 27,550,576 | 31 | 69 | 81 | 0.6% |
| Q3 2025 | 259 | $1.4B | 30,197,126 | 20 | 79 | 83 | 1.4% |
| Q2 2025 | 276 | $1.6B | 32,856,722 | 26 | 105 | 75 | 1.6% |
| Q1 2025 | 274 | $1.5B | 34,747,981 | 22 | 92 | 89 | 1.1% |
| Q4 2024 | 312 | $1.8B | 38,626,302 | 33 | 100 | 93 | 0.7% |
| Q3 2024 | 308 | $2.1B | 41,804,246 | 36 | 114 | 69 | 0.8% |
| Q2 2024 | 286 | $1.8B | 35,257,946 | 55 | 106 | 57 | 2.9% |
| Q1 2024 | 254 | $1.8B | 41,532,714 | 74 | 93 | 35 | 0.4% |
| Q4 2023 | 189 | $975.9M | 23,747,311 | 42 | 62 | 33 | 0.2% |
| Q3 2023 | 150 | $567.6M | 15,369,685 | 26 | 49 | 31 | 0.4% |
| Q2 2023 | 133 | $446.9M | 12,753,750 | 24 | 35 | 28 | 0.7% |
| Q1 2023 | 112 | $344.8M | 10,883,738 | 10 | 38 | 23 | 0.9% |
| Q4 2022 | 107 | $341.9M | 10,417,126 | 16 | 29 | 21 | 0.7% |
| Q3 2022 | 128 | $364.1M | 11,780,877 | 11 | 30 | 43 | 1.2% |
| Q2 2022 | 132 | $351.5M | 11,749,200 | 16 | 31 | 45 | 0.7% |
| Q1 2022 | 135 | $485.8M | 13,386,220 | 17 | 26 | 47 | 0.7% |
| Q4 2021 | 139 | $664.8M | 17,201,015 | 18 | 30 | 30 | 5.5% |
| Q3 2021 | 127 | $552.8M | 14,372,422 | 15 | 33 | 34 | 2.7% |
| Q2 2021 | 121 | $490.3M | 13,686,450 | 12 | 28 | 38 | 5.5% |
| Q1 2021 | 123 | $479.8M | 14,057,926 | 15 | 17 | 46 | 7.7% |
| Q4 2020 | 123 | $600.6M | 15,462,122 | 17 | 24 | 40 | 24.8% |
| Q3 2020 | 110 | $534.9M | 19,254,563 | 9 | 17 | 48 | 15.1% |
| Q2 2020 | 114 | $584.0M | 24,100,103 | 9 | 18 | 58 | 17.3% |
| Q1 2020 | 127 | $630.9M | 31,080,013 | 10 | 30 | 53 | 20.4% |
| Q4 2019 | 164 | $918.3M | 27,953,428 | 15 | 32 | 56 | 24.7% |
| Q3 2019 | 160 | $1.1B | 34,863,389 | 15 | 45 | 53 | 21.4% |
| Q2 2019 | 169 | $1.3B | 37,417,574 | 19 | 49 | 48 | 25.9% |
| Q1 2019 | 170 | $1.3B | 35,400,261 | 25 | 43 | 52 | 27.5% |
| Q4 2018 | 162 | $1.2B | 40,672,080 | 3 | 2 | 7 | 18.4% |