Who Owns WISDOMTREE TR (EPI)? -- Institutional Holders (2026-06-30)

297 institutions reported holding $1.13B of WISDOMTREE TR (EPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MEITAV INVESTMENT HOUSE LTD ($145.0M), Clal Insurance Enterprises Holdings Ltd ($128.3M), MORGAN STANLEY ($111.0M), LPL Financial LLC ($50.6M), BANK OF AMERICA CORP /DE/ ($43.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MEITAV INVESTMENT HOUSE LTD$145.0M3.4MTrimmed
2Clal Insurance Enterprises Holdings Ltd$128.3M3.0MHold
3MORGAN STANLEY$111.0M2.6MTrimmed
4LPL Financial LLC$50.6M1.2MTrimmed
5BANK OF AMERICA CORP /DE/$43.6M1.0MTrimmed
6Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$42.2M987,040Hold
7JPMORGAN CHASE & CO$35.7M837,066Trimmed
8Miracle Mile Advisors, LLC$28.3M662,028Added
9Catalyst Capital Advisors LLC$26.4M617,149Added
10Millburn Ridgefield LLC /DE/$26.4M617,149Added
11AMERIPRISE FINANCIAL INC$22.0M515,232Added
12CIBC Bancorp USA Inc.$20.9M488,142Hold
13OLD MISSION CAPITAL LLC$20.5M478,623Trimmed
14WELLS FARGO & COMPANY/MN$18.9M440,755Added
15SUSQUEHANNA INTERNATIONAL GROUP, LLP$18.6M434,094Added
16Venture Visionary Partners LLC$18.4M430,870Added
17Trajan Wealth LLC$17.0M398,476Added
18Kestra Advisory Services, LLC$16.9M394,331Added
19UBS Group AG$16.1M376,503Added
20BlackRock, Inc.$15.4M359,921Added
21RAYMOND JAMES FINANCIAL INC$15.2M355,159Trimmed
22Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$14.6M342,373Hold
23New Vernon Capital Holdings II LLC$14.3M334,978Added
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/$12.1M283,603Trimmed
25SBI Securities Co., Ltd.$11.5M269,323Trimmed

Source: SEC Form 13F filings · as of 2026-06-30