EPI — WISDOMTREE TR
As of Q2 2026, 13 SEC-registered investment managers reported holding EPI (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $266.05M across 6.22M shares. That is +4.6% by share count (+271.66K shares) versus the previous quarter, while reported value moved +9.6%. Ownership is concentrated: the five largest holders account for 84.7% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 2.59M | $111.00M | 0.01% | Reduce |
| Wellington Management Group history | Q1 2025 | 1.46M | $63.75M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.02M | $43.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 837.07K | $35.68M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 440.75K | $18.86M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 376.50K | $16.11M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 359.92K | $15.40M | 0.00% | Add |
| MFS Investment Management history | Q2 2026 | 283.60K | $12.13M | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 147.62K | $6.32M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 108.20K | $4.63M | 0.00% | Add |
| D. E. Shaw & Co history | Q1 2026 | 87.38K | $3.56M | 0.00% | Add |
| Marshall Wace history | Q1 2026 | 77.77K | $3.17M | 0.00% | New |
| Amundi US history | Q1 2024 | 49.70K | $2.18M | 0.00% | Reduce |
| Millennium Management history | Q2 2025 | 37.39K | $1.77M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 37.36K | $1.60M | 0.00% | Reduce |
| Balyasny Asset Management history | Q2 2024 | 15.15K | $731.59K | 0.00% | Reduce |
| Arrowstreet Capital history | Q1 2025 | 11.15K | $487.54K | 0.00% | Add |
| Renaissance Technologies history | Q2 2025 | 6.90K | $327.54K | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 7.30K | $312.29K | 0.00% | Hold |
| Manulife Financial history | Q3 2023 | 7.16K | $263.20K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 837.07K sh · $35.68M
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 87.38K sh · $3.56M
- Marshall Wace sold 77.77K sh · $3.17M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.06M | 997.71K | 937.10K | 925.09K | 879.13K | 1.05M | 1.08M | 1.02M | 1.91M | 2.25M | 2.74M | 3.50M | 3.86M | 3.70M | 3.26M | 3.79M | 3.47M | 3.21M | 2.88M | 2.59M |
| Bank of America Corp | 211.77K | 151.33K | 144.97K | 127.83K | 106.06K | 108.34K | 136.18K | 167.03K | 251.04K | 456.75K | 1.26M | 2.11M | 2.51M | 2.27M | 2.49M | 2.69M | 2.47M | 1.45M | 1.05M | 1.02M |
| JPMorgan Chase & Co | 85.85K | 141.65K | 154.28K | 166.46K | 89.40K | 88.46K | 104.88K | 88.61K | 134.71K | 175.87K | 489.59K | 609.72K | 636.61K | 668.51K | 696.24K | 743.71K | 619.14K | 1.10M | — | 837.07K |
| Wells Fargo & Co | 205.96K | 170.80K | 165.14K | 119.73K | 146.23K | 112.61K | 142.38K | 204.00K | 335.36K | 433.48K | 639.03K | 691.55K | 818.13K | 737.84K | 856.12K | 897.06K | 863.59K | 762.20K | 401.13K | 440.75K |
| UBS Group AG | 147.04K | 139.64K | 137.25K | 97.72K | 91.58K | 95.32K | 112.50K | 107.79K | 355.83K | 568.58K | 657.54K | 788.33K | 786.54K | 887.64K | 771.03K | 649.76K | 485.62K | 404.73K | 335.50K | 376.50K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.02M | 2.18M | 2.61M | 309.47K | 327.80K | 333.92K | 337.49K | 359.92K |
| MFS Investment Management | 596.41K | 457.18K | — | 363.47K | 349.65K | 372.53K | 278.70K | 274.56K | 191.36K | 213.12K | 270.17K | 237.89K | 261.78K | 255.55K | 255.55K | 304.46K | 431.97K | 316.41K | 297.52K | 283.60K |
| Citigroup Inc | 228.58K | 234.84K | 9.15K | 22.23K | 132.84K | 58.86K | 99.83K | 143.19K | 83.94K | 173.96K | 328.88K | 294.23K | 154.42K | 213.01K | 324.72K | 96.48K | 284.97K | 195.83K | 356.67K | 147.62K |
| Citadel Advisors | 12.00K | 65.50K | 144.71K | 34.00K | 7.00K | 71.11K | 76.98K | 27.13K | 19.40K | 84.50K | 362.51K | 103.90K | 118.73K | 44.61K | 82.41K | 171.56K | 437.73K | 144.82K | 15.20K | 108.20K |
| Goldman Sachs Group | 98.82K | 108.82K | 66.42K | 38.17K | 37.34K | 36.50K | 36.94K | 36.63K | 36.63K | 36.63K | 81.89K | 87.56K | 163.17K | 158.00K | 75.40K | 68.18K | 37.03K | 80.32K | 92.11K | 37.36K |
| Northern Trust Corp | 7.90K | 7.90K | 7.90K | 8.07K | 8.07K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 7.90K | 8.92K | 8.92K | 7.30K | 7.30K | 7.30K |
| Fidelity Management & Research (FMR) | 2 | 383 | 1.07K | 775 | 823 | 1.02K | 1.18K | 1.03K | 1.38K | 1.73K | 1.69K | 3.95K | 5.38K | 5.35K | 4.80K | 4.68K | 5.62K | 6.60K | 6.38K | 6.15K |
| PNC Financial Services | — | — | — | — | — | — | 32 | 258 | 2.62K | 2.61K | 2.61K | 3.00K | 13.41K | 12.84K | 12.84K | 3.72K | 3.72K | 3.72K | 3.72K | 2.71K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 11.37K | 55.05K | — | — | — | — | — | — | 11.96K | 87.38K | — |
| Marshall Wace | — | — | — | 11.30K | — | — | 79.11K | — | — | — | 51.71K | 11.46K | 8.44K | 18.85K | — | 25.70K | — | — | 77.77K | — |
| Renaissance Technologies | 74.10K | 21.90K | 21.20K | — | — | 70.00K | 9.50K | 66.30K | 105.20K | 334.40K | 33.80K | 97.50K | 158.50K | — | — | 6.90K | — | — | — | — |
| Amundi US | — | 227.00K | 227.00K | 195.10K | 137.60K | 164.80K | 164.80K | 169.70K | 169.70K | 72.50K | 49.70K | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | — | — | 7.03K | — | 55.96K | 36.27K | — | 28.45K | 275.28K | 112.24K | 374.74K | 141.82K | 309.76K | 8.91K | 11.15K | — | — | — | — | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | 20.91K | 15.15K | — | — | — | — | — | — | — | — |
| Lazard Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 600 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details