WISDOMTREE TR (EPI): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in EPI. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$5.9M
Across holders
Last Price
$42.80
2026-08-24
Sector
GICS
Quarterly fund activity1 increased1 reduced4 exited
Full exits: MARSHALL WACE, LLP, TUDOR INVESTMENT CORP ET AL, Squarepoint Ops LLC, SHAW D E & CO INC
Institutional Holders of EPI
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund96K$4.1M69.1%0.0%Added+$3.4MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund43K$1.8M30.9%0.0%Reduced$-1.2MQ2 2026
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