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WisdomTree India Earnings Fund ETF
EPI

170 hedge funds and large institutions have $1.02B invested in WisdomTree India Earnings Fund ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

0% more funds holding

Funds holding: 170 → 170 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.54% less ownership

Funds ownership: 66.38% → 65.84% (-0.54%)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$61.5M)

23% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $104M

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
20
Increased
63
Reduced
49
Closed
20
Calls
$79.4M
Puts
$104M
Net Calls
-$24.2M
Net Calls Change
+$34.7M

Top Buyers

Rank Fund Capital Flow
1
CCM
Causeway Capital Management
California
+$32.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.3M
4
DCM
Discovery Capital Management
Connecticut
+$14.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$104M
2
USAA
United Services Automobile Association
Texas
-$8.7M
3
Northern Trust
Northern Trust
Illinois
-$6.91M
4
N
Natixis
France
-$5.98M
5
BlackRock
BlackRock
New York
-$5.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$2.49M -$501K -19,270 -16%
PAM
52
Panagora Asset Management
Massachusetts
$2.14M – – –
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M -$2.55M -98,131 -55%
Deutsche Bank
54
Deutsche Bank
Germany
$1.86M +$1.56M +59,919 +349%
CA
55
Cumberland Advisors
Florida
$1.78M -$95K -3,650 -5%
VAM
56
Verity Asset Management
North Carolina
$1.75M -$476K -18,311 -20%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$1.45M – – –
CAG
58
Csenge Advisory Group
Florida
$1.44M +$121K +4,633 +8%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$1.41M +$1.52M +58,323 New
N
60
Nuveen
North Carolina
$1.41M -$821K -31,550 -35%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$1.34M – – –
CK
62
Cohen Klingenstein
New York
$1.29M – – –
GWM
63
Geneos Wealth Management
Colorado
$1.29M +$913K +35,068 +191%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.21M +$21.8K +839 +2%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09M -$194K -7,441 -14%
WIA
66
Wealthstreet Investment Advisors
Texas
$1.08M -$13.2K -506 -1%
PAG
67
Private Advisor Group
New Jersey
$1.07M +$562K +21,614 +95%
CSA
68
Cottage Street Advisors
Massachusetts
$1.03M -$52K -2,000 -4%
William Blair & Company
69
William Blair & Company
Illinois
$1.03M +$30.3K +1,165 +3%
LWA
70
Lowe Wealth Advisors
Maryland
$986K -$1.3K -50 -0.1%
CG
71
Caprock Group
Idaho
$967K – – –
SSWM
72
Sheets Smith Wealth Management
North Carolina
$964K – – –
IUHSA
73
Itau Unibanco Holding S.A.
Brazil
$958K – – –
CA
74
Cetera Advisors
Colorado
$913K +$215K +8,247 +28%
NGA
75
Naples Global Advisors
Florida
$904K +$25.4K +975 +3%
1 2
3
4 5

EPI Hedge Fund Activity: Q3 2018 in Review

170 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2018, worth a combined $1.02B — down 5.7% from $1.08B a quarter earlier.

Fund positioning in EPI was balanced in Q3 2018: 20 funds opened new positions, 20 closed out, 63 added to existing stakes and 49 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $32.4M. The largest seller was Clal Insurance, exiting entirely with an estimated $104M sold.

  • 170 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.02B of WisdomTree India Earnings Fund ETF stock for Q3 2018, down 5.7% quarter-over-quarter.
  • 20 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2018 and 20 closed out, a net change of 0 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2018 was Causeway Capital Management, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2018 was Clal Insurance, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2018.