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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
Creative Planning
76
Creative Planning
Kansas
$612K -$7.72K -233 -1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$586K -$117K -3,529 -17%
CAG
78
Csenge Advisory Group
Florida
$552K +$44.8K +1,351 +9%
JGC
79
J. Goldman & Co
New York
$522K +$497K +15,000 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$508K +$1.09K +33 +0.2%
William Blair & Company
81
William Blair & Company
Illinois
$487K +$4.97K +150 +1%
RVPG
82
Relative Value Partners Group
$482K – – –
SAM
83
Silvercrest Asset Management
New York
$477K – – –
HCA
84
Harbour Capital Advisors
Virginia
$464K – – –
MIFH
85
Migdal Insurance & Financial Holdings
Israel
$444K +$28.2K +850 +7%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$442K +$147K +4,442 +54%
MC
87
Moors & Cabot
Massachusetts
$421K +$33 +1 +0%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$362K -$4.44K -134 -1%
GIA
89
GHP Investment Advisors
Colorado
$330K – – –
MLL
90
Moody Lynn & Lieberson
Massachusetts
$317K – – –
IWM
91
IHT Wealth Management
Illinois
$314K +$73.3K +2,211 +32%
DDC
92
DF Dent & Co
Maryland
$313K – – –
JMPWA
93
JP Morgan Private Wealth Advisors
California
$311K – – –
ITB
94
Idaho Trust Bank
Idaho
$299K +$285K +8,605 New
DT
95
Diversified Trust
Tennessee
$298K – – –
KTA
96
Keeley-Teton Advisors
Illinois
$286K – – –
Northern Trust
97
Northern Trust
Illinois
$275K – – –
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$271K – – –
OMC
99
Old Mission Capital
Illinois
$267K +$254K +7,677 New
Mariner
100
Mariner
Kansas
$256K – – –
2 3
4
5 6

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.