We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

306 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
51
Robertson Stephens Wealth Management
California
$5.83M +$5.51M +120,744 New
IA
52
Inspire Advisors
Idaho
$5.82M +$725K +15,899 +15%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$5.5M +$522K +11,442 +11%
Osaic Holdings
54
Osaic Holdings
Arizona
$5.43M -$5.12M -112,349 -50%
RWA
55
Redhawk Wealth Advisors
Minnesota
$5.25M +$4.64M +101,857 +1,463%
MML Investors Services
56
MML Investors Services
Massachusetts
$4.89M +$405K +8,872 +10%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$4.83M +$4.56M +100,000 New
Barclays
58
Barclays
United Kingdom
$4.71M +$4.34M +95,118 +3,831%
Renaissance Technologies
59
Renaissance Technologies
New York
$4.71M +$2.9M +63,700 +188%
HighTower Advisors
60
HighTower Advisors
Illinois
$4.65M +$24.2K +530 +0.6%
MA
61
MONECO Advisors
Connecticut
$4.46M -$62.3K -1,367 -1%
G
62
GenTrust
Florida
$4.34M +$3M +65,900 +275%
AAS
63
Avantax Advisory Services
Texas
$4.32M +$3.71M +81,446 +1,005%
CWM
64
Circle Wealth Management
New Jersey
$4.32M +$4.08M +89,460 New
Goldman Sachs
65
Goldman Sachs
New York
$4.23M +$259K +5,673 +7%
Truist Financial
66
Truist Financial
North Carolina
$4.09M +$3.86M +84,748 New
LFS
67
Leibman Financial Services
Nebraska
$4.07M +$74.5K +1,633 +2%
GEA
68
Glen Eagle Advisors
New Jersey
$4.04M +$285K +6,260 +8%
FIS
69
Fischer Investment Strategies
California
$4M +$101K +2,218 +3%
SWIG
70
Strategic Wealth Investment Group
Kentucky
$3.65M +$3.42M +75,000 New
PAS
71
Park Avenue Securities
New York
$3.6M +$251K +5,498 +8%
GWM
72
GSB Wealth Management
Connecticut
$3.52M +$55.7K +1,222 +2%
TF
73
Theory Financial
Colorado
$3.46M -$794K -17,422 -20%
FS
74
Ferguson Shapiro
Georgia
$3.42M +$671K +14,724 +26%
LFAS
75
Level Four Advisory Services
Texas
$3.31M +$1.82M +40,009 +140%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.