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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
IA
276
IFP Advisors
Florida
$69.6K +$4.98K +105 +7%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$64.6K +$67.7K +1,428 New
CFD
278
Creative Financial Designs
Indiana
$61.7K +$190 +4 +0.3%
MMCM
279
Murphy & Mullick Capital Management
New York
$61.5K +$64.4K +1,358 New
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$47.8K
AWM
281
AE Wealth Management
Kansas
$47.2K +$49.4K +1,042 New
EPIM
282
Evelyn Partners Investment Management
$45.3K +$47.4K +1,000 New
EWA
283
EverSource Wealth Advisors
Alabama
$43.3K +$45.3K +956 New
TIM
284
Tortoise Investment Management
New York
$42.6K
HI
285
Harbour Investments
Wisconsin
$40.5K -$23.5K -496 -36%
BWL
286
Bogart Wealth LLC
Virginia
$37.9K -$99.4K -2,096 -71%
PA
287
Parallel Advisors
California
$37K
RIL
288
Rothschild Investment LLC
Illinois
$36.2K
FFA
289
Farther Finance Advisors
California
$33.8K +$35.4K +746 New
FIA
290
FNY Investment Advisers
New York
$33K +$21.3K +449 +152%
CA
291
Continuum Advisory
Idaho
$31.7K +$18.6K +393 +128%
MFS
292
Mattson Financial Services
Michigan
$29.7K +$27.9K +589 New
BIM
293
Breakwater Investment Management
Washington
$28.1K
AWM
294
Avior Wealth Management
Nebraska
$25.9K -$30.9K -652 -53%
SA
295
SRH Advisors
Kansas
$25.6K
PFBT
296
Parkside Financial Bank & Trust
Missouri
$24.4K
FHA
297
First Horizon Advisors
Tennessee
$23.7K +$24.8K +524 New
PMFA
298
Plante Moran Financial Advisors
Michigan
$22.9K
TCM
299
TruNorth Capital Management
Michigan
$22.6K
SS
300
Sunbelt Securities
Texas
$22.5K +$47 +1 +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.