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WisdomTree India Earnings Fund ETF
EPI

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: 293 → 268 (-25)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$34.6M
2
OMC
Old Mission Capital
Illinois
+$18.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.5M
4
Citigroup
Citigroup
New York
+$8.55M
5
Barclays
Barclays
United Kingdom
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$54.5M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$35.6M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$19.1M
4
Morgan Stanley
Morgan Stanley
New York
-$14.4M
5
MMA
Miracle Mile Advisors
California
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
251
Medallion Wealth Advisors
Connecticut
$8.24K – – –
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$6.98K – – –
GWSG
253
GPS Wealth Strategies Group
Colorado
$6.65K – – –
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$4.68K -$12.5K -275 -72%
BWL
255
Bogart Wealth LLC
Virginia
$4.5K -$33.4K -736 -88%
GWM
256
Geneos Wealth Management
Colorado
$4.42K – – –
FHC
257
First Horizon Corporation
Tennessee
$4.2K +$4.31K +95 New
KFA
258
Kelleher Financial Advisors
New York
$3.93K +$4.04K +89 New
RFP
259
Root Financial Partners
California
$3.54K +$3.63K +80 New
FCT
260
First Community Trust
Iowa
$3.45K – – –
C
261
Covestor
United Kingdom
$3K +$590 +13 +29%
DCM
262
Davis Capital Management
Florida
$2.83K +$2.9K +64 New
WWA
263
Wealth Watch Advisors
Colorado
$2.17K +$2.22K +49 New
LWMI
264
Legacy Wealth Management (Idaho)
Idaho
$1.68K – – –
T
265
Tidemark
California
$1.64K – – –
IWP
266
IAG Wealth Partners
Wisconsin
$1.15K – – –
HFS
267
Hantz Financial Services
Michigan
$1K – – –
BFO
268
Biltmore Family Office
North Carolina
$884 – – –
NC
269
North Capital
Utah
$44 -$34K -749 -100%
HW
270
Hamilton Wealth
California
– -$8.72M -183,709 Closed
AWA
271
Adapt Wealth Advisors
Georgia
– -$8.16M -171,999 Closed
Thrivent Financial for Lutherans
272
Thrivent Financial for Lutherans
Minnesota
– -$8.11M -170,898 Closed
LFS
273
Leibman Financial Services
Nebraska
– -$6.01M -126,595 Closed
DCM
274
Driehaus Capital Management
Illinois
– -$4.33M -91,206 Closed
FTUS
275
Flow Traders U.S.
New York
– -$3.71M -78,222 Closed
9 10
11
12 13

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.