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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $348M invested in WisdomTree India Earnings Fund ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.98% less ownership

Funds ownership: 54.39% → 53.41% (-0.98%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 135 → 132 (-3)

28% less capital invested

Capital invested by funds: $482M → $348M (-$134M)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
32
Reduced
46
Closed
17
Calls
$2.56M
Puts
–
Net Calls
+$2.56M
Net Calls Change
-$310K

Top Buyers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
+$6.12M
2
Ameriprise
Ameriprise
Minnesota
+$5.34M
3
ARC
Advisor Resource Council
Texas
+$4.92M
4
MRC
Millburn Ridgefield Corp
New York
+$2.93M
5
CCA
Catalyst Capital Advisors
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$17.6M
2
Jane Street
Jane Street
New York
-$10.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10M
4
DCM
Driehaus Capital Management
Illinois
-$8.57M
5
Millennium Management
Millennium Management
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Savant Capital
Illinois
$728K -$22.8K -669 -3%
LWA
52
Lowe Wealth Advisors
Maryland
$667K -$154K -4,510 -17%
VCM
53
Viewpoint Capital Management
Washington
$662K – – –
Citigroup
54
Citigroup
New York
$660K +$446K +13,085 +143%
NGA
55
Naples Global Advisors
Florida
$658K – – –
Creative Planning
56
Creative Planning
Kansas
$650K +$131K +3,835 +21%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$607K +$35K +1,028 +5%
OIA
58
OneDigital Investment Advisors
Kansas
$509K -$2.62K -77 -0.4%
Wealthfront Advisers
59
Wealthfront Advisers
California
$508K -$1.21M -35,439 -67%
William Blair & Company
60
William Blair & Company
Illinois
$497K – – –
KAS
61
Kestra Advisory Services
Texas
$492K +$72.8K +2,137 +15%
RVPG
62
Relative Value Partners Group
$446K +$35.8K +1,050 +8%
CAG
63
Csenge Advisory Group
Florida
$442K +$61K +1,792 +14%
EH
64
Equitable Holdings
New York
$421K +$15.8K +463 +3%
HCA
65
Harbour Capital Advisors
Virginia
$410K – – –
SAM
66
Silvercrest Asset Management
New York
$406K – – –
Barclays
67
Barclays
United Kingdom
$398K -$30.2K -886 -6%
PTC
68
Private Trust Company
Ohio
$349K +$401K +11,768 New
MC
69
Moors & Cabot
Massachusetts
$344K +$783 +23 +0.2%
Marshall Wace
70
Marshall Wace
United Kingdom
$335K +$385K +11,300 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$313K +$8.75K +257 +2%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$305K – – –
JMPWA
73
JP Morgan Private Wealth Advisors
California
$292K +$11.6K +340 +4%
MLL
74
Moody Lynn & Lieberson
Massachusetts
$291K – – –
KBFS
75
Kohmann Bosshard Financial Services
Ohio
$285K – – –
1 2
3
4 5

EPI Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2022, worth a combined $348M — down 28% from $482M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EPI and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 32 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $6.12M. The largest seller was BlackRock, cutting an estimated $17.6M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2022, down from 135 in Q1 2022.
  • Funds reported $348M of WisdomTree India Earnings Fund ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2022 and 17 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2022 was Karp Capital Management, an estimated $6.12M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2022 was BlackRock, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.