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WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.35M +$5.67M +149,681 +508%
JP Morgan Chase
27
JP Morgan Chase
New York
$7.21M +$1.56M +41,154 +31%
Citigroup
28
Citigroup
New York
$7.13M +$3.41M +90,026 +107%
WMWM
29
Whitaker-Myers Wealth Managers
Ohio
$6.57M +$836K +22,047 +16%
VVP
30
Venture Visionary Partners
Ohio
$6.12M +$5.66M +149,309 New
CCM
31
Carmel Capital Management
California
$5.25M +$1.38M +36,450 +40%
YAVAPFMC
32
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$5.02M
OMC
33
Old Mission Capital
Illinois
$4.77M +$4.41M +116,417 New
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$4.6M -$6.18M -163,034 -59%
RJA
35
Raymond James & Associates
Florida
$4.57M +$1.36M +35,775 +47%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.18M +$482K +12,721 +14%
TF
37
Theory Financial
Colorado
$3.98M +$3.68M +97,187 New
SWIG
38
Strategic Wealth Investment Group
Kentucky
$3.93M -$157K -4,147 -4%
MA
39
MONECO Advisors
Connecticut
$3.81M +$3.53M +93,043 New
MML Investors Services
40
MML Investors Services
Massachusetts
$3.54M +$3.27M +86,219 New
EH
41
Equitable Holdings
New York
$3.3M +$919K +24,247 +43%
LFS
42
Leibman Financial Services
Nebraska
$3.19M +$2.95M +77,773 New
Amundi
43
Amundi
France
$2.98M -$3.68M -97,200 -57%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.98M +$1.12M +29,472 +68%
GEA
45
Glen Eagle Advisors
New Jersey
$2.92M +$193K +5,100 +8%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.83M +$1.87M +49,381 +253%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$2.74M +$698K +18,429 +38%
PAG
48
Private Advisor Group
New Jersey
$2.7M -$1.53M -40,463 -38%
IG
49
ING Group
Netherlands
$2.68M
Citadel Advisors
50
Citadel Advisors
Florida
$2.61M +$2.41M +63,598 New

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.