Who Owns WISDOMTREE TR (EPI)? -- Institutional Holders (2026-03-31)
310 institutions reported holding $1.20B of WISDOMTREE TR (EPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MEITAV INVESTMENT HOUSE LTD ($142.0M), Clal Insurance Enterprises Holdings Ltd ($122.4M), MORGAN STANLEY ($117.6M), LPL Financial LLC ($55.9M), JPMORGAN CHASE & CO ($45.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $142.0M | 3.5M | Added |
| 2 | Clal Insurance Enterprises Holdings Ltd | $122.4M | 3.0M | Hold |
| 3 | MORGAN STANLEY | $117.6M | 2.9M | Trimmed |
| 4 | LPL Financial LLC | $55.9M | 1.4M | Trimmed |
| 5 | JPMORGAN CHASE & CO | $45.9M | 1.2M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $42.8M | 1.0M | Trimmed |
| 7 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $40.3M | 987,040 | Hold |
| 8 | OLD MISSION CAPITAL LLC | $36.2M | 886,809 | Added |
| 9 | Miracle Mile Advisors, LLC | $24.3M | 594,399 | Trimmed |
| 10 | Millburn Ridgefield LLC /DE/ | $24.0M | 587,752 | Added |
| 11 | Catalyst Capital Advisors LLC | $24.0M | 587,752 | Added |
| 12 | BARCLAYS PLC | $22.9M | 561,344 | Added |
| 13 | CIBC Bancorp USA Inc. | $19.9M | 488,142 | New |
| 14 | Venture Visionary Partners LLC | $17.4M | 426,639 | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $16.4M | 401,130 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $15.6M | 383,440 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $15.6M | 381,804 | Trimmed |
| 18 | Trajan Wealth LLC | $15.3M | 374,884 | Added |
| 19 | CITIGROUP INC | $14.6M | 356,669 | Added |
| 20 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $14.0M | 342,373 | Hold |
| 21 | BlackRock, Inc. | $13.8M | 337,490 | Added |
| 22 | UBS Group AG | $13.7M | 335,498 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $12.5M | 306,857 | Trimmed |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $12.1M | 297,517 | Trimmed |
| 25 | SBI Securities Co., Ltd. | $11.8M | 289,026 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31