We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
26
Ocean Park Asset Management
California
$23.7M -$10.5M -212,045 -31%
NVCHI
27
New Vernon Capital Holdings II
New Jersey
$21.5M
MD
28
Money Design
Japan
$20.1M +$19.6M +398,473 New
DCM
29
Discovery Capital Management
Connecticut
$19.7M +$3.97M +80,600 +26%
CCA
30
Catalyst Capital Advisors
New York
$19.4M
MRC
31
Millburn Ridgefield Corp
New York
$19.4M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$19.2M +$18.8M +380,733 New
KAS
33
Kestra Advisory Services
Texas
$18.8M +$461K +9,350 +3%
RJA
34
Raymond James & Associates
Florida
$18.4M +$1.84M +37,336 +11%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$16.6M +$1.61M +32,636 +11%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$15.6M +$8.28M +167,941 +118%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$13.2M +$1.18M +23,893 +10%
MC
38
Martin Currie
United Kingdom
$12.6M +$12.6M +254,979 New
GVAG
39
Great Valley Advisor Group
Delaware
$12.5M +$108K +2,198 +0.9%
LSPW
40
Lake Street Private Wealth
Illinois
$11.6M +$7.03M +142,617 +2,581%
TW
41
Trajan Wealth
Arizona
$11.6M -$827K -16,780 -7%
BSG
42
Black Swift Group
Colorado
$11.1M -$157K -3,190 -1%
RC
43
Randolph Company
Ohio
$10.8M -$2.76K -56 -0%
WMWM
44
Whitaker-Myers Wealth Managers
Ohio
$10.6M -$553K -11,209 -5%
G
45
GenTrust
Florida
$10.5M +$5.82M +118,000 +131%
PAG
46
Private Advisor Group
New Jersey
$10.1M -$464K -9,406 -4%
STA
47
Summit Trail Advisors
New York
$10M +$6.64M +134,755 +210%
GSWM
48
Greenup Street Wealth Management
Michigan
$10M +$9.8M +198,728 New
Ameriprise
49
Ameriprise
Minnesota
$9.96M -$5.58M -113,231 -36%
KHLMTHM
50
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.47M

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.