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WisdomTree India Earnings Fund ETF
EPI

135 hedge funds and large institutions have $387M invested in WisdomTree India Earnings Fund ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $1.02M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $342M → $387M (+$45.2M)

6% more funds holding

Funds holding: 127 → 135 (+8)

1.78% more ownership

Funds ownership: 50.46% → 52.25% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
29
Closed
15
Calls
$4.1M
Puts
$1.02M
Net Calls
+$3.08M
Net Calls Change
+$2.12M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.4M
2
DCM
Discovery Capital Management
Connecticut
+$7.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.23M
4
Morgan Stanley
Morgan Stanley
New York
+$5.46M
5
MMA
Miracle Mile Advisors
California
+$4.99M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.92M
3
MIH
Meitav Investment House
Israel
-$5.22M
4
Citigroup
Citigroup
New York
-$2.4M
5
MD
Money Design
Japan
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.88M -$30.3K -936 -1%
CCM
27
Carmel Capital Management
California
$2.64M – – –
BCM
28
Beck Capital Management
Texas
$2.58M +$2.56M +79,049 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$2.52M +$159K +4,900 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.36M -$7.92M -244,555 -77%
Renaissance Technologies
31
Renaissance Technologies
New York
$2.28M +$2.27M +70,000 New
GWM
32
GSB Wealth Management
Connecticut
$2.25M +$108K +3,320 +5%
IG
33
ING Group
Netherlands
$2.13M – – –
Citigroup
34
Citigroup
New York
$1.92M -$2.4M -73,983 -56%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.83M +$1.19M +36,577 +188%
CK
36
Cohen Klingenstein
New York
$1.75M – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$1.57M +48,334 +2,825%
GEA
38
Glen Eagle Advisors
New Jersey
$1.61M +$95.6K +2,950 +6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.39M -$3.11K -96 -0.2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.3M +$1.29M +39,880 New
PAS
41
Park Avenue Securities
New York
$1.24M +$192K +5,932 +18%
PGA
42
Portland Global Advisors
Maine
$1.22M – – –
Goldman Sachs
43
Goldman Sachs
New York
$1.19M -$27.4K -845 -2%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$1.18M -$638K -19,695 -35%
RJA
45
Raymond James & Associates
Florida
$1.17M -$4.76K -147 -0.4%
ZIM
46
Zacks Investment Management
Illinois
$1.05M +$70.1K +2,162 +7%
Wealthfront Advisers
47
Wealthfront Advisers
California
$943K +$598K +18,468 +176%
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$922K – – –
Wellington Management Group
49
Wellington Management Group
Massachusetts
$890K – – –
BPA
50
Beacon Pointe Advisors
California
$880K +$206K +6,373 +31%
1
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EPI Hedge Fund Activity: Q4 2022 in Review

135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2022, worth a combined $387M — up 13% from $342M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EPI positions and 15 closed out — a net gain of 10 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $31.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.3M sold.

  • 135 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $387M of WisdomTree India Earnings Fund ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2022 was William Blair Investment Management, an estimated $31.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2022 was Jane Street, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2022.