We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

329 hedge funds and large institutions have $2.1B invested in WisdomTree India Earnings Fund ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.24M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

4.5% more ownership

Funds ownership: 58.11%62.61% (+4.5%)

1% more funds holding

Funds holding: 327329 (+2)

11% less capital invested

Capital invested by funds: $2.36B → $2.1B (-$266M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
58
Increased
118
Reduced
100
Closed
47
Calls
$10.6M
Puts
$1.24M
Net Calls
+$9.34M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MRC
26
Millburn Ridgefield Corp
New York
$20M +$2.71M +57,106 +15%
Ameriprise
27
Ameriprise
Minnesota
$16.6M +$7.97M +168,110 +85%
KHLMTHM
28
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$15.2M +$7.04M +148,412 +79%
SS
29
SBI Securities
Japan
$14.8M +$15.5M +325,909 New
KAS
30
Kestra Advisory Services
Texas
$13.9M -$3.09M -65,219 -18%
G
31
GenTrust
Florida
$13.4M +$4.15M +87,600 +42%
CCM
32
Cullen Capital Management
New York
$13M +$4.78M +100,749 +54%
OMC
33
Old Mission Capital
Illinois
$12.2M +$7.2M +151,846 +129%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$11.7M +$3.6M +75,823 +41%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$11.6M -$295K -6,231 -2%
TW
36
Trajan Wealth
Arizona
$11.3M +$949K +20,008 +9%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$11M +$1.59M +33,459 +16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$10.6M -$4.48M -94,559 -29%
RC
39
Randolph Company
Ohio
$9.72M
STA
40
Summit Trail Advisors
New York
$9.72M +$743K +15,674 +8%
Citigroup
41
Citigroup
New York
$9.64M +$2.78M +58,599 +38%
GVAG
42
Great Valley Advisor Group
Delaware
$9.43M -$1.84M -38,710 -16%
GSWM
43
Greenup Street Wealth Management
Michigan
$9.27M +$287K +6,058 +3%
PAG
44
Private Advisor Group
New Jersey
$9.16M +$84.9K +1,790 +0.9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$8.51M -$9.14M -192,777 -51%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.3M +$180K +3,792 +2%
Goldman Sachs
47
Goldman Sachs
New York
$7.15M -$245K -5,173 -3%
AWA
48
Adapt Wealth Advisors
Georgia
$6.32M -$316K -6,672 -5%
Osaic Holdings
49
Osaic Holdings
Arizona
$6.26M +$662K +13,951 +11%
MAG
50
Members Advisory Group
New York
$6.24M +$4.28M +90,342 +191%

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2024, worth a combined $2.1B — down 11% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EPI positions and 47 closed out — a net gain of 11 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, adding an estimated $107M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $84.3M sold.

  • 329 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.1B of WisdomTree India Earnings Fund ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2024 and 47 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2024 was Jane Street, an estimated $107M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2024 was Driehaus Capital Management, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2024.