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WisdomTree India Earnings Fund ETF
EPI

172 hedge funds and large institutions have $616M invested in WisdomTree India Earnings Fund ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

35% more capital invested

Capital invested by funds: $457M → $616M (+$159M)

14% more funds holding

Funds holding: 151 → 172 (+21)

1.41% less ownership

Funds ownership: 49.04% → 47.63% (-1.4%)

38% less call options, than puts

Call options by funds: $942K | Put options by funds: $1.52M

Holders
172
Holders Change
+21
Holders Change %
+13.91%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
59
Reduced
38
Closed
10
Calls
$942K
Puts
$1.52M
Net Calls
-$581K
Net Calls Change
-$1.77M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.5M
3
DCM
Driehaus Capital Management
Illinois
+$13.5M
4
LPL Financial
LPL Financial
California
+$12.1M
5
UBS Group
UBS Group
Switzerland
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.3M
2
MIH
Meitav Investment House
Israel
-$5.84M
3
Millennium Management
Millennium Management
New York
-$4.17M
4
MG
Meditor Group
Bermuda
-$3.3M
5
MD
Money Design
Japan
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
76
Verity Asset Management
North Carolina
$749K -$832 -23 -0.1%
Creative Planning
77
Creative Planning
Kansas
$744K +$96K +2,654 +15%
SG
78
Sharper & Granite
California
$722K +$22.8K +630 +3%
Comerica Bank
79
Comerica Bank
Texas
$719K +$708K +19,570 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$718K +$38.8K +1,071 +6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$714K -$68.4K -1,891 -9%
MIFH
82
Migdal Insurance & Financial Holdings
Israel
$686K +$210K +5,800 +45%
LWA
83
Lowe Wealth Advisors
Maryland
$677K +$6.51K +180 +1%
William Blair & Company
84
William Blair & Company
Illinois
$624K +$108K +2,984 +21%
BCM
85
Basso Capital Management
Connecticut
$619K +$447K +12,350 +274%
CFG
86
Cosner Financial Group
Colorado
$576K +$567K +15,656 New
Brown Advisory
87
Brown Advisory
Maryland
$562K +$553K +15,284 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$551K -$67.8K -1,874 -11%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$545K -$7.17K -198 -1%
Millennium Management
90
Millennium Management
New York
$513K -$4.17M -115,275 -89%
RVPG
91
Relative Value Partners Group
$509K – – –
CAG
92
Csenge Advisory Group
Florida
$508K -$73.8K -2,039 -13%
SAM
93
Silvercrest Asset Management
New York
$504K – – –
MC
94
Moors & Cabot
Massachusetts
$489K +$42.9K +1,186 +10%
HCA
95
Harbour Capital Advisors
Virginia
$488K – – –
HF
96
HRT Financial
New York
$467K +$460K +12,715 New
PSCM
97
Per Stirling Capital Management
Texas
$461K +$454K +12,545 New
CF
98
Centaurus Financial
California
$452K -$1.4M -38,782 -76%
AA
99
AlphaMark Advisors
Kentucky
$429K +$406K +11,210 +2,491%
ITB
100
Idaho Trust Bank
Idaho
$421K +$103K +2,857 +33%
2 3
4
5 6

EPI Hedge Fund Activity: Q3 2023 in Review

172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2023, worth a combined $616M — up 35% from $457M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EPI positions and 10 closed out — a net gain of 21 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.3M. The largest seller was BlackRock, cutting an estimated $7.3M.

  • 172 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2023, up from 151 in Q2 2023.
  • Funds reported $616M of WisdomTree India Earnings Fund ETF stock for Q3 2023, up 35% quarter-over-quarter.
  • 31 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2023 and 10 closed out, a net change of +21 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2023 was Morgan Stanley, an estimated $32.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2023 was BlackRock, an estimated $7.3M sold.

Based on aggregated 13F filings for Q3 2023.