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WisdomTree India Earnings Fund ETF
EPI

151 hedge funds and large institutions have $457M invested in WisdomTree India Earnings Fund ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

111% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.07M

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $372M → $457M (+$85.6M)

14% more funds holding

Funds holding: 132 → 151 (+19)

2.01% more ownership

Funds ownership: 47.03% → 49.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
151
Holders Change
+19
Holders Change %
+14.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
45
Reduced
33
Closed
10
Calls
$2.26M
Puts
$1.07M
Net Calls
+$1.19M
Net Calls Change
-$1.99M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
2
MMA
Miracle Mile Advisors
California
+$12.4M
3
BlackRock
BlackRock
New York
+$6.97M
4
BSG
Black Swift Group
Colorado
+$5.39M
5
MIH
Meitav Investment House
Israel
+$5.34M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.8M
2
Jane Street
Jane Street
New York
-$5.73M
3
CS
Credit Suisse
Switzerland
-$3.81M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.5M
5
MG
Meditor Group
Bermuda
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$1.27M -$10.2K -308 -0.8%
ZIM
52
Zacks Investment Management
Illinois
$1.12M -$50.1K -1,512 -4%
RWA
53
Redhawk Wealth Advisors
Minnesota
$1.07M +$1.02M +30,713 New
Wealthfront Advisers
54
Wealthfront Advisers
California
$999K -$104K -3,146 -10%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$990K +$943K +28,447 New
FA
56
Fiduciary Alliance
South Carolina
$982K +$935K +28,205 New
Zurich Cantonal Bank
57
Zurich Cantonal Bank
Switzerland
$973K – – –
BPA
58
Beacon Pointe Advisors
California
$954K +$13.3K +400 +1%
G
59
GenTrust
Florida
$884K – – –
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$842K – – –
BCM
61
Barometer Capital Management
Ontario, Canada
$839K +$799K +24,100 New
VCM
62
Viewpoint Capital Management
Washington
$834K – – –
EH
63
Equitable Holdings
New York
$833K +$209K +6,308 +36%
NGA
64
Naples Global Advisors
Florida
$768K -$9.94K -300 -1%
SC
65
Savant Capital
Illinois
$766K -$828 -25 -0.1%
IUHSA
66
Itau Unibanco Holding S.A.
Brazil
$766K – – –
KAS
67
Kestra Advisory Services
Texas
$763K -$28K -846 -4%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$755K +$719K +21,692 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$742K +$706K +21,318 New
VAM
70
Verity Asset Management
North Carolina
$709K -$9.77K -295 -1%
SG
71
Sharper & Granite
California
$662K -$7.95K -240 -1%
Osaic Holdings
72
Osaic Holdings
Arizona
$650K +$302K +9,108 +95%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$643K +$14.9K +449 +2%
LWA
74
Lowe Wealth Advisors
Maryland
$634K +$2.48K +75 +0.4%
PL
75
Perpetual Ltd
Australia
$619K +$590K +17,795 New
1 2
3
4 5

EPI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2023, worth a combined $457M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 10 closed out — a net gain of 19 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $24.8M sold.

  • 151 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2023, up from 132 in Q1 2023.
  • Funds reported $457M of WisdomTree India Earnings Fund ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2023 was Wellington Management Group, an estimated $26M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2023 was William Blair Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.