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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $372M invested in WisdomTree India Earnings Fund ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $1.22M

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $387M → $372M (-$15.4M)

2% less funds holding

Funds holding: 135 → 132 (-3)

5.22% less ownership

Funds ownership: 52.25% → 47.03% (-5.2%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
45
Reduced
27
Closed
15
Calls
$4.4M
Puts
$1.22M
Net Calls
+$3.18M
Net Calls Change
+$102K

Top Buyers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
+$6.96M
2
Jane Street
Jane Street
New York
+$5.84M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.55M
4
Millennium Management
Millennium Management
New York
+$2.04M
5
MRC
Millburn Ridgefield Corp
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.62M
2
DCM
Discovery Capital Management
Connecticut
-$7.95M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.95M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.11M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$861K – – –
BPA
52
Beacon Pointe Advisors
California
$852K – – –
G
53
GenTrust
Florida
$801K – – –
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$763K – – –
VCM
55
Viewpoint Capital Management
Washington
$756K – – –
KAS
56
Kestra Advisory Services
Texas
$718K +$25.2K +782 +4%
NGA
57
Naples Global Advisors
Florida
$706K – – –
SC
58
Savant Capital
Illinois
$695K -$38.1K -1,185 -5%
IUHSA
59
Itau Unibanco Holding S.A.
Brazil
$694K +$708K +22,000 New
VAM
60
Verity Asset Management
North Carolina
$652K +$9.56K +297 +1%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$642K – – –
SG
62
Sharper & Granite
California
$607K -$16.6K -515 -3%
LWA
63
Lowe Wealth Advisors
Maryland
$573K -$45.4K -1,410 -7%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$568K +$126K +3,910 +28%
Creative Planning
65
Creative Planning
Kansas
$562K +$4.99K +155 +0.9%
EH
66
Equitable Holdings
New York
$556K +$72.5K +2,251 +15%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$460K +$225 +7 +0%
CAG
68
Csenge Advisory Group
Florida
$457K +$98.4K +3,057 +27%
William Blair & Company
69
William Blair & Company
Illinois
$437K +$3.22K +100 +0.7%
RVPG
70
Relative Value Partners Group
$437K -$1.61K -50 -0.4%
CF
71
Centaurus Financial
California
$434K +$3.67K +114 +0.8%
SAM
72
Silvercrest Asset Management
New York
$432K – – –
HCA
73
Harbour Capital Advisors
Virginia
$418K – – –
MC
74
Moors & Cabot
Massachusetts
$382K – – –
MIFH
75
Migdal Insurance & Financial Holdings
Israel
$377K +$72.4K +2,250 +23%
1 2
3
4 5

EPI Hedge Fund Activity: Q1 2023 in Review

132 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2023, worth a combined $372M — down 4% from $387M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 12 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 45 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9.62M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2023, down from 135 in Q4 2022.
  • Funds reported $372M of WisdomTree India Earnings Fund ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 12 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2023 and 15 closed out, a net change of -3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2023 was Randolph Company, an estimated $6.96M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2023 was BlackRock, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2023.