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WisdomTree India Earnings Fund ETF
EPI

151 hedge funds and large institutions have $457M invested in WisdomTree India Earnings Fund ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

111% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.07M

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $372M → $457M (+$85.6M)

14% more funds holding

Funds holding: 132 → 151 (+19)

2.01% more ownership

Funds ownership: 47.03% → 49.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
151
Holders Change
+19
Holders Change %
+14.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
45
Reduced
33
Closed
10
Calls
$2.26M
Puts
$1.07M
Net Calls
+$1.19M
Net Calls Change
-$1.99M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
2
MMA
Miracle Mile Advisors
California
+$12.4M
3
BlackRock
BlackRock
New York
+$6.97M
4
BSG
Black Swift Group
Colorado
+$5.39M
5
MIH
Meitav Investment House
Israel
+$5.34M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.8M
2
Jane Street
Jane Street
New York
-$5.73M
3
CS
Credit Suisse
Switzerland
-$3.81M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.5M
5
MG
Meditor Group
Bermuda
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.75M -$156K -4,713 -4%
SWIG
27
Strategic Wealth Investment Group
Kentucky
$3.57M -$179K -5,408 -5%
CCM
28
Carmel Capital Management
California
$3.23M +$119K +3,600 +4%
PAG
29
Private Advisor Group
New Jersey
$3.12M +$2.01M +60,727 +209%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.08M -$539K -16,266 -16%
BCM
31
Beck Capital Management
Texas
$3.06M +$1.24M +37,321 +74%
PE
32
Point72 Europe
United Kingdom
$2.55M +$2.43M +73,400 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$273K +8,237 +13%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.31M +$1.88M +56,800 +598%
IG
35
ING Group
Netherlands
$2.28M – – –
HSBC Holdings
36
HSBC Holdings
United Kingdom
$2.23M – – –
GWM
37
GSB Wealth Management
Connecticut
$2.19M -$1.03M -31,200 -33%
Allianz Asset Management
38
Allianz Asset Management
Germany
$2.11M +$2.01M +60,600 New
NA
39
NewEdge Advisors
Louisiana
$1.89M +$1.8M +54,429 New
CK
40
Cohen Klingenstein
New York
$1.87M – – –
CF
41
Centaurus Financial
California
$1.78M +$1.24M +37,294 +271%
GEA
42
Glen Eagle Advisors
New Jersey
$1.77M +$48.2K +1,456 +3%
PAS
43
Park Avenue Securities
New York
$1.77M +$267K +8,057 +19%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.75M +$4.47K +135 +0.3%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.71M -$341K -10,293 -17%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.48M +$102K +3,090 +8%
RJA
47
Raymond James & Associates
Florida
$1.43M +$189K +5,716 +16%
CS
48
Credit Suisse
Switzerland
$1.4M -$3.81M -115,045 -74%
FTA
49
Financial & Tax Architects
Missouri
$1.3M +$1.23M +37,227 New
PGA
50
Portland Global Advisors
Maine
$1.28M -$20.7K -625 -2%
1
2
3 4 5

EPI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2023, worth a combined $457M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 10 closed out — a net gain of 19 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $24.8M sold.

  • 151 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2023, up from 132 in Q1 2023.
  • Funds reported $457M of WisdomTree India Earnings Fund ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2023 was Wellington Management Group, an estimated $26M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2023 was William Blair Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.