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WisdomTree India Earnings Fund ETF
EPI

138 hedge funds and large institutions have $598M invested in WisdomTree India Earnings Fund ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $538M → $598M (+$60.1M)

9% more funds holding

Funds holding: 127 → 138 (+11)

5.38% more ownership

Funds ownership: 56.14% → 61.52% (+5.4%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

96% less call options, than puts

Call options by funds: $926K | Put options by funds: $25M

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
35
Reduced
33
Closed
19
Calls
$926K
Puts
$25M
Net Calls
-$24.1M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$71.1M
2
OMC
Old Mission Capital
Illinois
+$14.4M
3
Amundi
Amundi
France
+$8.49M
4
Millennium Management
Millennium Management
New York
+$8.15M
5
Ameriprise
Ameriprise
Minnesota
+$5.59M

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$12M
2
MG
Meditor Group
Bermuda
-$6.96M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.39M
4
Barclays
Barclays
United Kingdom
-$5.65M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$445K +$37 +1 +0%
MC
77
Moors & Cabot
Massachusetts
$432K +$37 +1 +0%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$382K -$1.87K -50 -0.5%
Osaic Holdings
79
Osaic Holdings
Arizona
$381K +$41K +1,096 +12%
MLL
80
Moody Lynn & Lieberson
Massachusetts
$367K – – –
WCA
81
Windsor Creek Advisors
Vermont
$366K -$374K -10,000 -50%
KBFS
82
Kohmann Bosshard Financial Services
Ohio
$350K – – –
KTA
83
Keeley-Teton Advisors
Illinois
$340K – – –
GIA
84
GHP Investment Advisors
Colorado
$336K – – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$336K +$16.3K +437 +5%
DDC
86
DF Dent & Co
Maryland
$328K – – –
CPA
87
Cardiff Park Advisors
California
$321K +$329K +8,800 New
FEM
88
Fulcrum Equity Management
Texas
$318K +$10.9K +292 +3%
APA
89
American Portfolios Advisors
New York
$316K – – –
DT
90
Diversified Trust
Tennessee
$312K – – –
DTL
91
Dynamic Technology Lab
Singapore
$292K +$299K +7,992 New
HIIFS
92
Harel Insurance Investments & Financial Services
Israel
$292K +$299K +8,000 New
FCA
93
FinTrust Capital Advisors
South Carolina
$291K – – –
MCM
94
Monarch Capital Management
Indiana
$288K – – –
Northern Trust
95
Northern Trust
Illinois
$288K – – –
RCA
96
Riverview Capital Advisers
Massachusetts
$275K +$281K +7,527 New
VWM
97
Valley Wealth Managers
New Jersey
$263K – – –
BIA
98
Barry Investment Advisors
Massachusetts
$259K -$215K -5,763 -45%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$255K +$4.67K +125 +2%
MHR
100
Matthew Hamilton Rosenberg
$192K +$785 +21 +0.4%
2 3
4
5 6

EPI Hedge Fund Activity: Q4 2021 in Review

138 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2021, worth a combined $598M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPI positions and 19 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Money Design, cutting an estimated $12M.

  • 138 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $598M of WisdomTree India Earnings Fund ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 30 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2021 was Jane Street, an estimated $71.1M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2021 was Money Design, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.