EPI — Wisdomtree India Earnings Fund Institutional Holders · Q3 2026
Who owns Wisdomtree India Earnings Fund (EPI)? 7 institutions reported holding $19.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($17.5M), Whitaker-Myers Wealth Managers, LTD. ($954,811), Valeo Financial Advisors, LLC ($325,064).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $17.5M | 428,576 | Trimmed |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $954,811 | 23,442 | Trimmed |
| 3 | Valeo Financial Advisors, LLC | $325,064 | 7,981 | Added |
| 4 | Farther Finance Advisors, LLC | $267,433 | 6,566 | Added |
| 5 | Rosenberg Matthew Hamilton | $166,749 | 4,094 | Hold |
| 6 | CoreCap Advisors, LLC | $20,446 | 502 | Added |
| 7 | Davis Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30