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WisdomTree India Earnings Fund ETF
EPI

138 hedge funds and large institutions have $598M invested in WisdomTree India Earnings Fund ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $538M → $598M (+$60.1M)

9% more funds holding

Funds holding: 127 → 138 (+11)

5.38% more ownership

Funds ownership: 56.14% → 61.52% (+5.4%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

96% less call options, than puts

Call options by funds: $926K | Put options by funds: $25M

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
35
Reduced
33
Closed
19
Calls
$926K
Puts
$25M
Net Calls
-$24.1M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$71.1M
2
OMC
Old Mission Capital
Illinois
+$14.4M
3
Amundi
Amundi
France
+$8.49M
4
Millennium Management
Millennium Management
New York
+$8.15M
5
Ameriprise
Ameriprise
Minnesota
+$5.59M

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$12M
2
MG
Meditor Group
Bermuda
-$6.96M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.39M
4
Barclays
Barclays
United Kingdom
-$5.65M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$5.52M -$2.26M -60,441 -29%
NVCHI
27
New Vernon Capital Holdings II
New Jersey
$5.19M +$883K +23,617 +20%
JP Morgan Chase
28
JP Morgan Chase
New York
$5.17M +$2.09M +55,800 +65%
UBS Group
29
UBS Group
Switzerland
$5.09M -$277K -7,403 -5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$4.85M – – –
LPL Financial
31
LPL Financial
California
$4.58M +$168K +4,506 +4%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$4.48M -$402K -10,744 -8%
YAVAPFMC
33
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.47M – – –
SWIG
34
Strategic Wealth Investment Group
Kentucky
$4.24M +$155K +4,136 +4%
Goldman Sachs
35
Goldman Sachs
New York
$3.97M +$374K +10,000 +10%
ARC
36
Advisor Resource Council
Texas
$3.82M +$2.85M +76,371 +270%
GKIM
37
GW&K Investment Management
Massachusetts
$3.32M – – –
CCM
38
Carmel Capital Management
California
$2.93M +$3M +80,280 New
IG
39
ING Group
Netherlands
$2.39M – – –
FTUS
40
Flow Traders U.S.
New York
$2.37M +$2.42M +64,860 New
CW
41
CreativeOne Wealth
Kansas
$2.35M +$776K +20,752 +48%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2M +$311K +8,330 +18%
CK
43
Cohen Klingenstein
New York
$1.96M – – –
GEA
44
Glen Eagle Advisors
New Jersey
$1.6M +$52.3K +1,400 +3%
RJA
45
Raymond James & Associates
Florida
$1.56M -$99.7K -2,666 -6%
PGA
46
Portland Global Advisors
Maine
$1.51M – – –
Citadel Advisors
47
Citadel Advisors
Florida
$1.5M +$1.54M +41,202 New
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$1.37M – – –
IUHSA
49
Itau Unibanco Holding S.A.
Brazil
$1.28M – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.27M -$16.6K -444 -1%
1
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3 4 5

EPI Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2021, worth a combined $598M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPI positions and 19 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Money Design, cutting an estimated $12M.

  • 138 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $598M of WisdomTree India Earnings Fund ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 30 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2021 was Jane Street, an estimated $71.1M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2021 was Money Design, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.