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WisdomTree India Earnings Fund ETF
EPI

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

7% more funds holding

Funds holding: 306 → 327 (+21)

5.29% more ownership

Funds ownership: 52.83% → 58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$62M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$45.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$33.1M
4
IAIM
International Assets Investment Management
Florida
+$30.3M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$43.1M
2
Twin Tree Management
Twin Tree Management
Texas
-$18.8M
3
OPAM
Ocean Park Asset Management
California
-$10.5M
4
Citigroup
Citigroup
New York
-$6.89M
5
Ameriprise
Ameriprise
Minnesota
-$5.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
251
Carolinas Wealth Consulting
North Carolina
$252K – – –
KWA
252
Kingswood Wealth Advisors
California
$247K -$169K -3,430 -41%
SMA
253
Sage Mountain Advisors
Georgia
$247K – – –
Cerity Partners
254
Cerity Partners
New York
$238K -$35.3K -716 -13%
SFA
255
Sequoia Financial Advisors
Ohio
$235K – – –
EWM
256
Evercore Wealth Management
New York
$226K – – –
DAS
257
Dynamic Advisor Solutions
Arizona
$225K +$220K +4,464 New
MHR
258
Matthew Hamilton Rosenberg
$224K +$13.3K +270 +6%
SWM
259
SeaCrest Wealth Management
New York
$221K – – –
QC
260
Quadrature Capital
United Kingdom
$214K +$209K +4,238 New
BCWM
261
Bartlett & Co Wealth Management
Ohio
$207K – – –
CAC
262
Certified Advisory Corp
Florida
$203K +$198K +4,023 New
CB
263
Commerce Bank
Missouri
$202K +$197K +4,000 New
FIB
264
First Interstate Bank
Montana
$202K +$197K +4,000 New
NEPWA
265
New England Private Wealth Advisors
Massachusetts
$202K +$197K +4,000 New
AWM
266
Atticus Wealth Management
Florida
$178K +$1.48K +30 +0.9%
RAM
267
Ramirez Asset Management
New York
$164K – – –
TRCT
268
Tower Research Capital (TRC)
New York
$161K -$82.2K -1,666 -34%
ICM
269
Islay Capital Management
Texas
$151K – – –
BWL
270
Bogart Wealth LLC
Virginia
$148K – – –
HDIM
271
Hanson & Doremus Investment Management
Vermont
$134K – – –
PTC
272
Private Trust Company
Ohio
$128K -$43.9K -890 -26%
LFG
273
Larson Financial Group
Missouri
$126K – – –
GT
274
Glenmede Trust
Pennsylvania
$118K – – –
LC
275
Lindbrook Capital
California
$115K – – –
9 10
11
12 13

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.