WISDOMTREE TR (EPI): Institutional Ownership
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
7
13F filers
Aggregate Value
$5.5M
Across holders
Last Price
$42.91
2026-06-26
Sector
GICS
Holder activity5 new1 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 33K | $1.4M | 24.8% | 0.0% | New | — | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 27K | $1.2M | 22.7% | 0.0% | New | — | Q4 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 22K | $894K | 16.3% | 0.0% | Added | +$707K | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 15K | $732K | 13.3% | 0.0% | New | — | Q2 2024 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 15K | $620K | 11.3% | 0.0% | Reduced | $-4.3M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 7K | $328K | 6.0% | 0.0% | New | — | Q2 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 7K | $306K | 5.6% | 0.0% | New | — | Q4 2025 |
New
Hedge Fund
$1.4M· 24.8% of total· 0.0% port· 33K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.2M· 22.7% of total· 0.0% port· 27K sh· — QoQ· Q4 2025
Added
Hedge Fund
$894K· 16.3% of total· 0.0% port· 22K sh· +$707K QoQ· Q1 2026
New
Hedge Fund
$732K· 13.3% of total· 0.0% port· 15K sh· — QoQ· Q2 2024
Reduced
Hedge Fund
$620K· 11.3% of total· 0.0% port· 15K sh· $-4.3M QoQ· Q1 2026
New
Hedge Fund
$328K· 6.0% of total· 0.0% port· 7K sh· — QoQ· Q2 2025
New
Institutional Manager
$306K· 5.6% of total· 0.0% port· 7K sh· — QoQ· Q4 2025