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WisdomTree India Earnings Fund ETF

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: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$107K +$105K +2,130 New
HT
277
Headlands Technologies
Illinois
$107K -$54.3K -1,101 -34%
US Bancorp
278
US Bancorp
Minnesota
$94K +$99 +2 +0.1%
AFS
279
Annapolis Financial Services
Maryland
$92.5K
CTC
280
Central Trust Company
Missouri
$90.6K
NS
281
NBC Securities
Alabama
$89K +$30.6K +620 +53%
AI
282
Arvest Investments
Arkansas
$80.4K -$89.9K -1,824 -53%
IA
283
IFP Advisors
Florida
$72.3K +$21.9K +444 +45%
HI
284
Harbour Investments
Wisconsin
$70.1K +$56.8K +1,152 +484%
CFD
285
Creative Financial Designs
Indiana
$68.6K
AWM
286
Avior Wealth Management
Nebraska
$61.8K +$32.2K +652 +114%
HNB
287
Huntington National Bank
Ohio
$56.5K
GWM
288
Geneos Wealth Management
Colorado
$55.2K
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$53.2K +$14.8K +300 +40%
NP
290
NorthRock Partners
Minnesota
$50.5K
TIM
291
Tortoise Investment Management
New York
$47.4K
FIM
292
FWL Investment Management
Texas
$44K +$13.5K +273 +46%
PA
293
Parallel Advisors
California
$41.3K -$49 -1 -0.1%
RIL
294
Rothschild Investment LLC
Illinois
$40.4K
HGERS
295
Householder Group Estate & Retirement Specialist
Arizona
$39K
PPC
296
Park Place Capital
Alabama
$38.6K
OP
297
ORG Partners
Indiana
$35.3K +$34.5K +700 New
BIM
298
Breakwater Investment Management
Washington
$31.3K
SA
299
SRH Advisors
Kansas
$28.5K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$27.2K +$26.6K +539 New

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.