WisdomTree Trust - WisdomTree India Earnings Fund
US ˙ ARCA ˙ US97717W4226

SecurityEPI / WisdomTree Trust - WisdomTree India Earnings Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership10,778 shares
Latest Disclosed Value $ 439,742
IFP Advisors, Inc reports 0.37% decrease in ownership of EPI / WisdomTree Trust - WisdomTree India Earnings Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 10,778 shares of WisdomTree Trust - WisdomTree India Earnings Fund (US:EPI) valued at $439,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,818 shares of WisdomTree Trust - WisdomTree India Earnings Fund. This represents a change in shares of -0.37% during the quarter. The current value of the position is $447,503 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WISDOMTREE TR cs 97717W422 10,778 -40 -0.37 440 -12.20 0.0091
2026-02-06 2025-12-31 13F WISDOMTREE TR cs 97717W422 10,818 399 3.83 501 8.70 0.0112
2026-02-06 2025-09-30 13F/A-1 WISDOMTREE TR INDIA ERNGS FD cs 97717W422 10,419 280 2.76 461 -4.37 0.0120
2025-12-02 2025-09-30 13F WISDOMTREE TR INDIA ERNGS FD cs 97717W422 10,419 280 461 0.0119
2025-07-24 2025-06-30 13F WISDOMTREE TR cs 97717W422 10,139 3,202 46.16 481 58.75 0.0137
2025-05-05 2025-03-31 13F WISDOMTREE TR cs 97717W422 6,937 5,399 351.04 303 339.13 0.0093
2025-02-04 2024-12-31 13F WISDOMTREE TR cs 97717W422 1,538 105 7.33 70 -4.17 0.0023
2025-02-04 2024-09-30 13F WISDOMTREE TR cs 97717W422 1,433 444 44.89 72 53.19 0.0026
2024-07-30 2024-06-30 13F WISDOMTREE TR cs 97717W422 989 -465 -31.98 48 -25.40 0.0019
2024-07-30 2024-03-31 13F WISDOMTREE TR cs 97717W422 1,454 454 45.40 63 53.66 0.0028
2024-01-09 2023-12-31 13F WISDOMTREE TR cs 97717W422 1,000 500 100.00 41 127.78 0.0019
2023-10-12 2023-09-30 13F WISDOMTREE TR cs 97717W422 500 500 18 0.0008
2021-07-13 2021-06-30 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2021-04-30 2021-03-31 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2021-01-25 2020-12-31 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2020-10-29 2020-09-30 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2020-08-05 2020-06-30 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2020-05-12 2020-03-31 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2020-01-17 2019-12-31 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2019-11-07 2019-09-30 13F WISDOMTREE TR INDIA ERNGS FD Stock 97717W422 0 0 0 0.0000
2019-05-15 2019-03-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 0 -4,594 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,594 -300 -6.13 114 -3.39 0.0069
2019-01-23 2018-12-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,594 -300 114 0.0069
2019-06-03 2018-09-30 13F/A-9 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,894 3 0.06 118 -4.07 0.0048
2018-10-25 2018-09-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,894 3 118 0.0048
2019-06-03 2018-06-30 13F/A-8 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,891 -1,032 -17.42 123 -25.45 0.0052
2018-08-07 2018-06-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 4,891 -2,979 123
2019-06-03 2018-03-31 13F/A-7 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 5,923 0 0.00 165 0.00 0.0075
2018-05-09 2018-03-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 7,870 1,947 206
2019-06-03 2017-12-31 13F/A-6 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 5,923 -349 -5.56 165 4.43 0.0075
2018-01-24 2017-12-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 5,923 -349 165
2017-10-30 2017-09-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 6,272 954 17.94 158 21.54 0.0063
2019-06-03 2017-06-30 13F/A-5 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 5,318 1,722 47.89 130 49.43 0.0055
2017-07-31 2017-06-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 5,318 1,722 130
2019-06-03 2017-03-31 13F/A-4 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 3,596 2,802 352.90 87 443.75 0.0038
2017-04-26 2017-03-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 3,596 2,802 87
2019-06-03 2016-12-31 13F/A-3 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 794 0 0.00 16 -5.88 0.0008
2017-02-14 2016-12-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 794 0 16
2016-11-04 2016-09-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 794 0 0.00 17 6.25 0.0009
2019-06-03 2016-06-30 13F/A-2 WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 794 -2,844 -78.17 16 -77.46 0.0009
2016-08-22 2016-06-30 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 794 -2,844 16
2016-05-02 2016-03-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 3,638 -26 -0.71 71 -2.74 0.0043
2016-02-11 2015-12-31 13F WISDOMTREE INDIA EARNINGS FUND ETF 97717W422 3,664 3,664 73 0.0049
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.