EPI · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (EPI)
Who is buying and selling EPI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 28
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EPI at a glance
- No open-market insider purchases or sales of EPI were filed in the last 90 days.
- 28 13F filers hold EPI among their 50 largest positions, worth $487.4M combined. The biggest bets by portfolio weight are New Vernon Capital Holdings II LLC (7.9%), Leibman Financial Services, Inc. (4.3%) and Laurel Wealth Planning LLC (2.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in EPI.
EPI insider trading
No open-market insider purchases or sales of EPI were filed in the last 90 days.
Who owns EPI? Hedge funds and superinvestors
28 13F filers hold EPI among their 50 largest positions, worth $487.4M combined. The biggest bets by portfolio weight are New Vernon Capital Holdings II LLC (7.9%), Leibman Financial Services, Inc. (4.3%) and Laurel Wealth Planning LLC (2.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Meitav Investment House LtdInvestment manager | 0.9% | $138.1M | 3,390,302 | +0.0% shares | Q3 2026 |
| Clal Insurance Enterprises Holdings LtdInsurance company | 0.6% | $128.3M | 3,000,000 | +0.0% shares | Q2 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDInvestment manager | 1.7% | $42.2M | 987,040 | +0.0% shares | Q2 2026 |
| Millburn Ridgefield LLC /DE/Mutual fund manager | 0.5% | $26.4M | 617,149 | +5.0% shares | Q2 2026 |
| Catalyst Capital Advisors LLCMutual fund manager | 0.4% | $26.4M | 617,149 | +5.0% shares | Q2 2026 |
| Old Mission Capital LLCAsset manager | 0.5% | $20.5M | 478,623 | -46.0% shares | Q2 2026 |
| Trajan Wealth LLCWealth manager | 0.6% | $17.0M | 398,476 | +6.3% shares | Q2 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDInvestment manager | 1.8% | $14.6M | 342,373 | +0.0% shares | Q2 2026 |
| New Vernon Capital Holdings II LLCAsset manager | 7.9% | $14.3M | 334,978 | +89.0% shares | Q2 2026 |
| GenTrust, LLCWealth manager | 0.4% | $10.4M | 242,315 | +2.0% shares | Q2 2026 |
| Randolph Co IncInstitutional asset manager | 0.8% | $8.9M | 219,652 | +0.2% shares | Q3 2026 |
| Laurel Wealth Planning LLCWealth manager | 2.9% | $6.5M | 152,372 | +0.1% shares | Q2 2026 |
| McAdam, LLCWealth manager | 0.2% | $6.5M | 158,738 | +4.8% shares | Q3 2026 |
| Leibman Financial Services, Inc.Wealth manager | 4.3% | $6.2M | 151,803 | +5.3% shares | Q3 2026 |
| Glen Eagle Advisors, LLCWealth manager | 0.5% | $4.2M | 97,012 | -0.5% shares | Q2 2026 |
| Grey Ledge Advisors, LLCWealth manager | 0.8% | $3.9M | 91,559 | -15.0% shares | Q2 2026 |
| Provident Co of the Employees of the Hebrew University LTDEndowment & foundation | 2.1% | $2.8M | 65,613 | -57.8% shares | Q2 2026 |
| Sharper & Granite LLCWealth manager | 0.7% | $2.2M | 50,259 | -1.3% shares | Q2 2026 |
| Narus Financial Partners, LLCWealth manager | 0.5% | $1.7M | 42,520 | -3.3% shares | Q3 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Asset manager | 1.0% | $1.4M | 33,076 | +0.0% shares | Q2 2026 |
| Chapman Financial Group, LLCWealth manager | 0.7% | $989K | 24,291 | -8.8% shares | Q3 2026 |
| RoundAngle Advisors LLCInvestment manager | 0.7% | $937K | 22,966 | -39.3% shares | Q1 2026 |
| Contango Wealth Management LLCWealth manager | 0.9% | $773K | 18,953 | +318.7% shares | Q1 2026 |
| Afg Fiduciary Services Limited PartnershipWealth manager | 0.5% | $608K | 14,898 | -17.7% shares | Q3 2026 |
| Washington Growth Strategies LLCWealth manager | 0.3% | $606K | 14,882 | +0.0% shares | Q3 2026 |
| Sowa Financial Group, Inc.Wealth manager | 0.2% | $515K | 12,638 | -8.1% shares | Q3 2026 |
| Cosner Financial Group, LLCWealth manager | 0.2% | $342K | 7,994 | -1.7% shares | Q2 2026 |
| Protective Life CorpInsurance company | 0.2% | $29K | 674 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 17, Q1 2026: 2). Screen EPI in the grand portfolio →
EPI stock trades by members of Congress
No member of Congress has disclosed a trade in EPI.
EPI questions and answers
Are insiders buying EPI stock?
No open-market insider purchases or sales of EPI were filed in the last 90 days.
Which hedge funds own EPI?
28 13F filers hold EPI among their 50 largest positions, worth $487.4M combined. The biggest bets by portfolio weight are New Vernon Capital Holdings II LLC (7.9%), Leibman Financial Services, Inc. (4.3%) and Laurel Wealth Planning LLC (2.9%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded EPI?
No member of Congress has disclosed a trade in EPI.
Who is the largest holder of EPI?
Among 13F filers, Meitav Investment House Ltd reports the largest EPI position, $138.1M (3,390,302 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is New Vernon Capital Holdings II LLC's: 7.9% of its portfolio.
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