Loading...
Loading...
Among the 3 tracked institutional investors we monitor, EPI (WISDOMTREE TR) is held with a combined value of $19.75M across 461,664 shares. The largest holder is BlackRock, Inc. with a position worth $15.40M. CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$19.75M
Total Shares Held
461,664
Institutional Holders
3
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $15.40M | 0.00% | +6.6% |
| 2 | CITADEL ADVISORS LLC | $4.09M | 0.00% | New |
| 3 | FMR LLC | $262.98K | 0.00% | -3.7% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of EPI with a position worth $15.40M, representing 0.00% of their portfolio. In total, 3 institutional investors hold EPI with a combined value of $19.75M.
In the most recent quarter, 1 fund opened a new position in EPI. Additionally, 1 increased their holdings and 1 reduced their positions.
Institutional investors hold $19.75M worth of EPI stock across 3 positions. The largest institutional holder is BlackRock, Inc. with $15.40M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EPI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their EPI positions.
Last Close
$43.00
2026-08-21
YTD
-8.2%
46% of 52-week range