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WisdomTree India Earnings Fund ETF

268 hedge funds and large institutions have $1.62B invested in WisdomTree India Earnings Fund ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.27M

0.02% less ownership

Funds ownership: 57.7%57.68% (-0.02%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

9% less funds holding

Funds holding: 293268 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $1.96B → $1.62B (-$338M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
268
Holders Change
-25
Holders Change %
-8.53%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
22
Increased
88
Reduced
95
Closed
42
Calls
$11.1M
Puts
$8.27M
Net Calls
+$2.82M
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
226
Evelyn Partners Investment Management
$44.2K
TIM
227
Tortoise Investment Management
New York
$41.5K
Simplex Trading
228
Simplex Trading
Illinois
$39K -$28.7K -633 -42%
PA
229
Parallel Advisors
California
$35.4K -$817 -18 -2%
RIL
230
Rothschild Investment LLC
Illinois
$35.4K
WANY
231
Wealthspire Advisors (New York)
New York
$29.3K +$30K +662 New
BIM
232
Breakwater Investment Management
Washington
$27.4K
SA
233
SRH Advisors
Kansas
$25K
HWA
234
Heartwood Wealth Advisors
Virginia
$22.5K +$23.1K +509 New
TCM
235
TruNorth Capital Management
Michigan
$22.1K
AWM
236
AE Wealth Management
Kansas
$21.2K +$4.9K +108 +29%
S
237
SignatureFD
Georgia
$19.9K +$20.4K +450 New
SGK
238
Steigerwald Gordon & Koch
Virginia
$19.8K +$20.3K +448 New
CA
239
CoreCap Advisors
Michigan
$19.4K -$13.7K -302 -41%
CSC
240
Caldwell Sutter Capital
California
$19.2K -$908 -20 -4%
PS
241
Principal Securities
Iowa
$18K -$20.1K -443 -52%
GRP
242
Global Retirement Partners
California
$16K
OP
243
ORG Partners
Indiana
$15.2K -$37.9K -836 -71%
AC
244
AlphaCore Capital
California
$13.3K +$13.6K +300 New
WTA
245
Washington Trust Advisors
Massachusetts
$9.37K
BTI
246
Blue Trust Inc
Georgia
$9.07K
IRAG
247
Investment Research & Advisory Group
Georgia
$8.84K
SWM
248
Spire Wealth Management
Virginia
$8.84K +$1.36K +30 +18%
HI
249
Horizon Investments
North Carolina
$8.84K +$4.54K +100 +100%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K

EPI Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2025, worth a combined $1.62B — down 17% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EPI and 22 opened new positions — a net loss of 20 holders — while 95 trimmed existing stakes and 88 added.

The largest buyer was Jane Street, adding an estimated $34.6M. The largest seller was Bank of Montreal, cutting an estimated $54.5M.

  • 268 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2025, down from 293 in Q2 2025.
  • Funds reported $1.62B of WisdomTree India Earnings Fund ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 22 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2025 and 42 closed out, a net change of -20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2025 was Jane Street, an estimated $34.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2025 was Bank of Montreal, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2025.