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WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
301
Truist Financial
North Carolina
-$3.59M -79,343 Closed
SWIG
302
Strategic Wealth Investment Group
Kentucky
-$3.3M -72,958 Closed
BCM
303
Beaumont Capital Management
Massachusetts
-$2.09M -46,130 Closed
ACA
304
Aspire Capital Advisors
Washington
-$1.74M -38,448 Closed
UWP
305
Uniting Wealth Partners
Kansas
-$1.73M -38,325 Closed
AAS
306
Avantax Advisory Services
Texas
-$1.65M -36,482 Closed
ASN
307
Advisory Services Network
Georgia
-$1.31M -28,976 Closed
Squarepoint
308
Squarepoint
New York
-$979K -21,620 Closed
Marshall Wace
309
Marshall Wace
United Kingdom
-$854K -18,854 Closed
IWC
310
Integrated Wealth Concepts
Massachusetts
-$824K -18,208 Closed
BCM
311
Basso Capital Management
Connecticut
-$792K -17,500 Closed
SSWM
312
Strait & Sound Wealth Management
California
-$707K -15,614 Closed
Belvedere Trading
313
Belvedere Trading
Illinois
-$703K -15,520 Closed
JIR
314
James Investment Research
Ohio
-$697K -15,392 Closed
OFS
315
OneAscent Financial Services
Alabama
-$689K -15,219 Closed
TFM
316
Trademark Financial Management
Minnesota
-$650K -14,362 Closed
SW
317
SteelPeak Wealth
California
-$618K -13,641 Closed
FI
318
Finivi Inc
Massachusetts
-$516K -11,404 Closed
PSCM
319
Per Stirling Capital Management
Texas
-$471K -10,398 Closed
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
-$467K -10,318 Closed
OBWG
321
Onyx Bridge Wealth Group
New York
-$460K -10,168 Closed
PCS
322
Personal CFO Solutions
New Jersey
-$438K -9,666 Closed
BFA
323
Beaumont Financial Advisors
Massachusetts
-$406K -8,971 Closed
DFA
324
DHK Financial Advisors
New Hampshire
-$363K -8,021 Closed
HIM
325
Hanlon Investment Management
New Jersey
-$303K -6,686 Closed

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.