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WisdomTree India Earnings Fund ETF

329 hedge funds and large institutions have $2.1B invested in WisdomTree India Earnings Fund ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.24M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

4.5% more ownership

Funds ownership: 58.11%62.61% (+4.5%)

1% more funds holding

Funds holding: 327329 (+2)

11% less capital invested

Capital invested by funds: $2.36B → $2.1B (-$266M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
58
Increased
118
Reduced
100
Closed
47
Calls
$10.6M
Puts
$1.24M
Net Calls
+$9.34M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
Redhawk Wealth Advisors
Minnesota
$298K -$5.14M -108,448 -94%
PFA
227
Pettinga Financial Advisors
Indiana
$297K +$2.37K +50 +0.8%
M&T Bank
228
M&T Bank
New York
$295K +$309K +6,514 New
AWM
229
Alterna Wealth Management
Texas
$294K
Wolverine Trading
230
Wolverine Trading
Illinois
$281K +$295K +6,227 New
OIA
231
OneDigital Investment Advisors
Kansas
$273K -$599K -12,629 -68%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$271K +$284K +5,987 New
RRWA
233
Rainey & Randall Wealth Advisors
Florida
$268K +$31.3K +659 +13%
HAS
234
HBW Advisory Services
California
$266K -$9.72K -205 -3%
TPBG
235
Turning Point Benefit Group
Maryland
$265K +$277K +5,846 New
TSWM
236
Tyler-Stone Wealth Management
Ohio
$260K +$4.6K +97 +2%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$260K
AWM
238
Axxcess Wealth Management
California
$259K +$8.01K +169 +3%
GTAM
239
Global Trust Asset Management
Florida
$258K -$164K -3,450 -38%
AWM
240
Apollon Wealth Management
South Carolina
$252K -$1.52K -32 -0.6%
PA
241
Procyon Advisors
Connecticut
$251K +$237 +5 +0.1%
WEG
242
World Equity Group
Illinois
$251K +$263K +5,547 New
EFG
243
Elm3 Financial Group
Georgia
$249K +$261K +5,505 New
DF
244
Dunhill Financial
United Kingdom
$247K +$253K +5,332 +4,443%
SFA
245
Sequoia Financial Advisors
Ohio
$245K +$36.1K +761 +16%
FIM
246
Freedom Investment Management
Connecticut
$244K +$14K +296 +6%
OC
247
Optima Capital
Oregon
$243K +$254K +5,363 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$242K -$1.56K -33 -0.6%
SNWA
249
Siligmueller & Norvid Wealth Advisors
Illinois
$242K +$253K +5,340 New
SWA
250
Stratos Wealth Advisors
Ohio
$237K +$616 +13 +0.2%

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2024, worth a combined $2.1B — down 11% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EPI positions and 47 closed out — a net gain of 11 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, adding an estimated $107M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $84.3M sold.

  • 329 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.1B of WisdomTree India Earnings Fund ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2024 and 47 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2024 was Jane Street, an estimated $107M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2024 was Driehaus Capital Management, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2024.