WISDOMTREE TR (EPI) is held by 85 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling EPI?

In Q2 2026, 35 institutions opened or increased positions in WISDOMTREE TR while 53 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on EPI?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for EPI. In Q2 2026, the institutional leg showed net outflows: 35 buying versus 53 selling.

How many hedge funds hold EPI?

85 institutional investors report holding WISDOMTREE TR (EPI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into EPI?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 35 buyers versus 53 sellers — net outflows.

WISDOMTREE TR

EPI·97717W422·US·ETF

Holders

(13 Elite)

$507M

Total Value

40% (88)

Consensus

35 buying - 53 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 85 funds

13 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EPI.

Checking access…

	Action
MORGAN STANLEY	Decreased	2.6M(-10.0%)	$111M	0.0%	-14.35%	0
LPL Financial LLC	Decreased	1.2M(-13.7%)	$50.6M	0.0%	-4.80%	0
BANK OF AMERICA CORP /DE/	Decreased	1M(-2.8%)	$43.6M	0.0%	-8.32%	0
JPMORGAN CHASE & CO	Decreased	837,066(-27.9%)	$35.7M	0.0%	-13.58%	0
AMERIPRISE FINANCIAL INC	Increased	515,232(+67.9%)	$22M	0.0%	-1.03%	42
CIBC Bancorp USA Inc.	Unchanged	488,142	$20.9M	0.0%	+1.25%	0
WELLS FARGO & COMPANY/MN	Increased	440,755(+9.9%)	$18.9M	0.0%	+0.38%	31
Kestra Advisory Services, LLC	Increased	394,331(+2.8%)	$16.9M	0.1%	-7.39%	29
BlackRock, Inc.	Increased	359,921(+6.7%)	$15.4M	0.0%	-14.25%	30
RAYMOND JAMES FINANCIAL INC	Decreased	355,159(-7.0%)	$15.2M	0.0%	-9.38%	0
UBS Group AG	Increased	351,503(+17.0%)	$15M	0.0%	+4.61%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	335,594(+81.0%)	$14.4M	0.0%	-8.18%	43
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	283,603(-4.7%)	$12.1M	0.0%	+15.03%	0
ROYAL BANK OF CANADA	Decreased	259,989(-2.6%)	$11.1M	0.0%	+4.01%	0
BARCLAYS PLC	Decreased	218,975(-61.0%)	$9.4M	0.0%	-4.17%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	213,103(-7.9%)	$9.1M	0.0%	-4.78%	0
CITIGROUP INC	Decreased	147,624(-58.6%)	$6.3M	0.0%	-2.77%	0
Private Advisor Group, LLC	Decreased	124,267(-42.2%)	$5.3M	0.0%	-5.72%	0
MML INVESTORS SERVICES, LLC	Increased	118,316(+4.4%)	$5.1M	0.0%	-4.08%	28
Equitable Holdings, Inc.	Decreased	107,191(-8.6%)	$4.6M	0.0%	-6.36%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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