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WisdomTree India Earnings Fund ETF

293 hedge funds and large institutions have $1.96B invested in WisdomTree India Earnings Fund ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less funds holding

Funds holding: 296293 (-3)

19% less capital invested

Capital invested by funds: $2.42B → $1.96B (-$463M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

24% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.3M

36.92% less ownership

Funds ownership: 94.63%57.7% (-37%)

Holders
293
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
3.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
31
Increased
118
Reduced
85
Closed
31
Calls
$10.9M
Puts
$14.3M
Net Calls
-$3.42M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
KHLMTHM
26
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$16.3M +$282K +6,211 +2%
KAS
27
Kestra Advisory Services
Texas
$16.1M +$1.36M +30,037 +10%
PAG
28
Private Advisor Group
New Jersey
$15.8M +$3.01M +66,377 +25%
SS
29
SBI Securities
Japan
$14.7M -$810K -17,843 -5%
BlackRock
30
BlackRock
New York
$14.7M -$104M -2,298,863 -88%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$14.5M +$2.22M +48,909 +19%
NVCHI
32
New Vernon Capital Holdings II
New Jersey
$14.4M -$997M -21,964,267 -99%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$14.3M -$722K -15,902 -5%
WMWM
34
Whitaker-Myers Wealth Managers
Ohio
$14.1M +$300K +6,609 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$13.6M +$927K +20,441 +8%
STA
36
Summit Trail Advisors
New York
$11.6M -$209K -4,601 -2%
RC
37
Randolph Company
Ohio
$10.2M +$161K +3,553 +2%
CCM
38
Cullen Capital Management
New York
$9.97M +$1.31M +28,902 +16%
MML Investors Services
39
MML Investors Services
Massachusetts
$9.81M +$213K +4,684 +2%
SWP
40
Stratos Wealth Partners
Ohio
$9.48M -$358K -7,894 -4%
CICC
41
Capital Investment Counsel (Colorado)
Colorado
$9.27M +$7.84M +172,896 +769%
HW
42
Hamilton Wealth
California
$8.72M +$7.86M +173,183 +1,645%
AWA
43
Adapt Wealth Advisors
Georgia
$8.16M +$87.3K +1,925 +1%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$8.11M -$2.93M -64,668 -27%
BWM
45
Bulltick Wealth Management
Florida
$7.61M
PCOTEOTHU
46
Provident Company of the Employees of the Hebrew University
Israel
$7.38M +$1.45M +31,900 +26%
Citadel Advisors
47
Citadel Advisors
Florida
$6.89M +$3.62M +79,750 +122%
LWP
48
Laurel Wealth Planning
Minnesota
$6.87M +$420K +9,264 +7%
MAG
49
Members Advisory Group
New York
$6.61M +$67.1K +1,479 +1%
GSWM
50
Greenup Street Wealth Management
Michigan
$6.47M +$47.3K +1,042 +0.8%

EPI Hedge Fund Activity: Q2 2025 in Review

293 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2025, worth a combined $1.96B — down 19% from $2.42B a quarter earlier.

Fund positioning in EPI was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 118 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24M. The largest seller was New Vernon Capital Holdings II, cutting an estimated $997M.

  • 293 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2025, down from 296 in Q1 2025.
  • Funds reported $1.96B of WisdomTree India Earnings Fund ETF stock for Q2 2025, down 19% quarter-over-quarter.
  • 31 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2025 was Morgan Stanley, an estimated $24M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2025 was New Vernon Capital Holdings II, an estimated $997M sold.

Based on aggregated 13F filings for Q2 2025.