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WisdomTree India Earnings Fund ETF
EPI

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

30% more funds holding

Funds holding: 215 → 280 (+65)

7.28% more ownership

Funds ownership: 52.14% → 59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$207M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$66.9M
3
MIH
Meitav Investment House
Israel
+$51.1M
4
Bank of America
Bank of America
North Carolina
+$34.6M
5
OMC
Old Mission Capital
Illinois
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$75.1M
2
DCM
Driehaus Capital Management
Illinois
-$16M
3
Renaissance Technologies
Renaissance Technologies
New York
-$12.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$11.4M
5
MMA
Miracle Mile Advisors
California
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.67M +$219K +5,101 +5%
IA
52
Inspire Advisors
Idaho
$4.56M +$2.04M +47,545 +83%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$4.47M +$1.28M +29,780 +41%
HighTower Advisors
54
HighTower Advisors
Illinois
$4.15M -$11.4M -266,385 -74%
MA
55
MONECO Advisors
Connecticut
$4.09M +$32.4K +755 +0.8%
MML Investors Services
56
MML Investors Services
Massachusetts
$4.02M +$263K +6,112 +7%
LSC
57
Logan Stone Capital
Illinois
$4M +$2.94M +68,316 +291%
ACP
58
Aveo Capital Partners
Colorado
$3.96M +$3.73M +86,912 New
TF
59
Theory Financial
Colorado
$3.88M -$350K -8,146 -8%
LFS
60
Leibman Financial Services
Nebraska
$3.6M +$211K +4,910 +6%
Goldman Sachs
61
Goldman Sachs
New York
$3.57M +$1.94M +45,256 +124%
FIS
62
Fischer Investment Strategies
California
$3.51M +$3.46M +80,625 New
GEA
63
Glen Eagle Advisors
New Jersey
$3.38M +$268K +6,227 +9%
GWM
64
GSB Wealth Management
Connecticut
$3.12M +$462K +10,749 +18%
PAS
65
Park Avenue Securities
New York
$3.01M +$359K +8,366 +14%
FTUS
66
Flow Traders U.S.
New York
$2.89M +$2.85M +66,386 New
IG
67
ING Group
Netherlands
$2.85M – – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$2.85M +$887K +20,652 +46%
YAVAPFMC
69
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.72M -$2.58M -60,000 -49%
BCM
70
Beaumont Capital Management
Massachusetts
$2.65M +$2.13M +49,530 +436%
MG
71
Meditor Group
Bermuda
$2.64M – – –
PL
72
Perpetual Ltd
Australia
$2.62M – – –
KWM
73
Kingsview Wealth Management
Oregon
$2.53M +$2.5M +58,168 New
HSBC Holdings
74
HSBC Holdings
United Kingdom
$2.45M -$447K -10,403 -16%
FS
75
Ferguson Shapiro
Georgia
$2.44M -$137K -3,178 -5%
1 2
3
4 5

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.