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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $348M invested in WisdomTree India Earnings Fund ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.98% less ownership

Funds ownership: 54.39% → 53.41% (-0.98%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 135 → 132 (-3)

28% less capital invested

Capital invested by funds: $482M → $348M (-$134M)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
32
Reduced
46
Closed
17
Calls
$2.56M
Puts
–
Net Calls
+$2.56M
Net Calls Change
-$310K

Top Buyers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
+$6.12M
2
Ameriprise
Ameriprise
Minnesota
+$5.34M
3
ARC
Advisor Resource Council
Texas
+$4.92M
4
MRC
Millburn Ridgefield Corp
New York
+$2.93M
5
CCA
Catalyst Capital Advisors
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$17.6M
2
Jane Street
Jane Street
New York
-$10.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10M
4
DCM
Driehaus Capital Management
Illinois
-$8.57M
5
Millennium Management
Millennium Management
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.9M -$1.35M -39,536 -29%
SWIG
27
Strategic Wealth Investment Group
Kentucky
$2.64M -$1.17M -34,486 -28%
CCM
28
Carmel Capital Management
California
$2.4M -$10.2K -300 -0.4%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$2.31M -$283K -8,300 -10%
GWM
30
GSB Wealth Management
Connecticut
$2.05M +$693K +20,331 +42%
IG
31
ING Group
Netherlands
$1.94M – – –
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.71M -$979K -28,739 -33%
CK
33
Cohen Klingenstein
New York
$1.59M – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.52M -$2.52M -74,119 -59%
SFS
35
Sowell Financial Services
Arkansas
$1.49M +$1.33M +39,075 New
GEA
36
Glen Eagle Advisors
New Jersey
$1.39M +$65.2K +1,915 +4%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.27M -$621K -18,220 -30%
PGA
38
Portland Global Advisors
Maine
$1.19M -$38.6K -1,132 -3%
RJA
39
Raymond James & Associates
Florida
$1.15M -$44.5K -1,307 -3%
Goldman Sachs
40
Goldman Sachs
New York
$1.13M -$962K -28,245 -43%
IUHSA
41
Itau Unibanco Holding S.A.
Brazil
$1.04M +$1.19M +35,000 New
ZIM
42
Zacks Investment Management
Illinois
$936K +$42.6K +1,251 +4%
BPA
43
Beacon Pointe Advisors
California
$876K -$59.2K -1,737 -6%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$874K -$14.1K -415 -1%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$859K -$198K -5,811 -17%
G
46
GenTrust
Florida
$825K +$53.4K +1,567 +6%
PAS
47
Park Avenue Securities
New York
$819K +$113K +3,321 +14%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$810K -$10M -295,034 -92%
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
$794K -$87.7K -2,576 -9%
PAG
50
Private Advisor Group
New Jersey
$783K +$71.1K +2,086 +9%
1
2
3 4 5

EPI Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2022, worth a combined $348M — down 28% from $482M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EPI and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 32 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $6.12M. The largest seller was BlackRock, cutting an estimated $17.6M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2022, down from 135 in Q1 2022.
  • Funds reported $348M of WisdomTree India Earnings Fund ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2022 and 17 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2022 was Karp Capital Management, an estimated $6.12M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2022 was BlackRock, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.