WISDOMTREE TR (EPI) is held by 90 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling EPI?

In Q1 2026, 42 institutions opened or increased positions in WISDOMTREE TR while 42 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on EPI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold EPI?

90 institutional investors report holding WISDOMTREE TR (EPI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EPI?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 42 buyers versus 42 sellers — balanced flow.

WISDOMTREE TR

EPI·97717W422·US·ETF·Unknown - Unknown

Holders

Avg rating(32 Elite)

$550.8M

Total Value

50% (98)

Fund Consensus

42 buying - 42 selling

No verdict yet — fewer than 2 funds hold EPI.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	2.9M(-10.1%)	$117.6M	0.0%	-11.70%	0
LPL Financial LLC	Decreased	1.4M(-25.5%)	$55.9M	0.0%	-1.89%	0
JPMORGAN CHASE & CO	Increased	1.2M(+5.7%)	$45.9M	0.0%	-6.02%	31
BANK OF AMERICA CORP /DE/	Decreased	1M(-27.9%)	$42.8M	0.0%	-5.58%	0
BARCLAYS PLC	Increased	561,344(+80.7%)	$22.9M	0.0%	-3.52%	44
CIBC Bancorp USA Inc.	Decreased	488,142(-0.6%)	$19.9M	0.0%	-3.55%	0
WELLS FARGO & COMPANY/MN	Decreased	401,130(-47.4%)	$16.4M	0.0%	+0.83%	0
Kestra Advisory Services, LLC	Decreased	383,440(-1.7%)	$15.6M	0.1%	-4.41%	0
RAYMOND JAMES FINANCIAL INC	Decreased	381,804(-14.1%)	$15.6M	0.0%	-6.21%	0
CITIGROUP INC	Increased	356,669(+82.1%)	$14.6M	0.0%	-2.94%	43
BlackRock, Inc.	Increased	337,490(+1.1%)	$13.8M	0.0%	-4.85%	28
AMERIPRISE FINANCIAL INC	Decreased	306,857(-14.7%)	$12.5M	0.0%	+4.15%	0
UBS Group AG	Decreased	300,458(-23.9%)	$12.3M	0.0%	+9.59%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	297,517(-6.0%)	$12.1M	0.0%	+18.71%	0
ROYAL BANK OF CANADA	Increased	266,922(+65.4%)	$10.9M	0.0%	-3.53%	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	231,456(-36.4%)	$9.4M	0.0%	-1.78%	0
Private Advisor Group, LLC	Decreased	215,141(-49.8%)	$8.8M	0.0%	-2.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	186,612(+3.2%)	$7.6M	0.0%	-8.47%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	185,452(+19.9%)	$7.6M	0.0%	-9.67%	32
NewEdge Wealth, LLC	Decreased	148,645(-38.6%)	$6.1M	0.1%	-6.98%	0