We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

127 hedge funds and large institutions have $342M invested in WisdomTree India Earnings Fund ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.64M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.65M)

2.94% less ownership

Funds ownership: 53.41%50.46% (-2.9%)

4% less funds holding

Funds holding: 132127 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
47
Closed
15
Calls
$2.6M
Puts
$1.64M
Net Calls
+$959K
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Viewpoint Capital Management
Washington
$732K +$52K +1,636 +7%
NGA
52
Naples Global Advisors
Florida
$683K +$6.48K +204 +0.9%
KAS
53
Kestra Advisory Services
Texas
$644K +$143K +4,509 +27%
BPA
54
Beacon Pointe Advisors
California
$630K -$281K -8,832 -30%
VAM
55
Verity Asset Management
North Carolina
$618K +$643K +20,243 New
LWA
56
Lowe Wealth Advisors
Maryland
$610K -$79.3K -2,495 -11%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$594K -$32.3K -1,018 -5%
Barclays
58
Barclays
United Kingdom
$580K +$178K +5,600 +42%
OIA
59
OneDigital Investment Advisors
Kansas
$537K +$13.3K +419 +2%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$487K -$1.13M -35,471 -69%
TSS
61
Two Sigma Securities
New York
$472K +$491K +15,452 New
Creative Planning
62
Creative Planning
Kansas
$444K -$235K -7,383 -34%
FTA
63
Financial & Tax Architects
Missouri
$439K +$457K +14,386 New
William Blair & Company
64
William Blair & Company
Illinois
$420K -$95.3K -3,000 -18%
SAM
65
Silvercrest Asset Management
New York
$418K
RVPG
66
Relative Value Partners Group
$415K -$9.53K -300 -2%
EH
67
Equitable Holdings
New York
$414K -$20.7K -651 -5%
HCA
68
Harbour Capital Advisors
Virginia
$410K -$17.5K -550 -4%
MIFH
69
Migdal Insurance & Financial Holdings
Israel
$381K +$386K +12,148 +3,037%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$366K +$46.1K +1,452 +14%
CAG
71
Csenge Advisory Group
Florida
$354K -$105K -3,308 -22%
MC
72
Moors & Cabot
Massachusetts
$354K
Wealthfront Advisers
73
Wealthfront Advisers
California
$320K -$212K -6,661 -39%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$314K
PTC
75
Private Trust Company
Ohio
$304K -$57.5K -1,811 -15%

EPI Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2022, worth a combined $342M — down 1.9% from $348M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 11 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 29 added.

The largest buyer was Meitav Investment House, adding an estimated $8.7M. The largest seller was Ameriprise, cutting an estimated $18.9M.

  • 127 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $342M of WisdomTree India Earnings Fund ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2022 and 15 closed out, a net change of -4 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2022 was Meitav Investment House, an estimated $8.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2022 was Ameriprise, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.