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WisdomTree India Earnings Fund ETF

138 hedge funds and large institutions have $598M invested in WisdomTree India Earnings Fund ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $538M → $598M (+$60.1M)

9% more funds holding

Funds holding: 127138 (+11)

5.38% more ownership

Funds ownership: 56.14%61.52% (+5.4%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

96% less call options, than puts

Call options by funds: $926K | Put options by funds: $25M

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
35
Reduced
33
Closed
19
Calls
$926K
Puts
$25M
Net Calls
-$24.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.27M -$88.7K -2,372 -6%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$1.16M +$1.13M +30,270 New
LWA
53
Lowe Wealth Advisors
Maryland
$1.07M -$8.22K -220 -0.7%
G
54
GenTrust
Florida
$970K +$98K +2,621 +11%
IWC
55
Integrated Wealth Concepts
Massachusetts
$966K +$58.3K +1,560 +6%
SC
56
Savant Capital
Illinois
$936K -$45.9K -1,229 -5%
KWM
57
Kingsview Wealth Management
Oregon
$932K +$955K +25,549 New
PAG
58
Private Advisor Group
New Jersey
$896K +$5.01K +134 +0.5%
BPA
59
Beacon Pointe Advisors
California
$879K -$7.48K -200 -0.8%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$820K -$901K -24,097 -52%
VCM
61
Viewpoint Capital Management
Washington
$815K +$835K +22,336 New
NGA
62
Naples Global Advisors
Florida
$809K -$3.74K -100 -0.4%
Renaissance Technologies
63
Renaissance Technologies
New York
$799K -$1.95M -52,200 -70%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$770K -$58.8K -1,574 -7%
PAS
65
Park Avenue Securities
New York
$753K +$772K +20,642 New
Creative Planning
66
Creative Planning
Kansas
$668K +$148K +3,971 +28%
Wealthfront Advisers
67
Wealthfront Advisers
California
$642K +$657K +17,584 New
William Blair & Company
68
William Blair & Company
Illinois
$611K
VAM
69
Verity Asset Management
North Carolina
$560K +$83.8K +2,241 +17%
Barclays
70
Barclays
United Kingdom
$521K -$5.65M -151,207 -91%
EH
71
Equitable Holdings
New York
$521K +$55.9K +1,496 +12%
HCA
72
Harbour Capital Advisors
Virginia
$504K
SAM
73
Silvercrest Asset Management
New York
$500K +$512K +13,700 New
KAS
74
Kestra Advisory Services
Texas
$492K +$33.6K +900 +7%
RVPG
75
Relative Value Partners Group
$468K

EPI Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2021, worth a combined $598M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPI positions and 19 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Money Design, cutting an estimated $12M.

  • 138 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $598M of WisdomTree India Earnings Fund ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 30 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2021 was Jane Street, an estimated $71.1M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2021 was Money Design, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.