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WisdomTree India Earnings Fund ETF
EPI

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: 7 → 11 (+4)

14% more capital invested

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

9% more funds holding

Funds holding: 280 → 306 (+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

Top Buyers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$66.7M
2
CI
Clal Insurance
Israel
+$54.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$42.1M
4
Bank of America
Bank of America
North Carolina
+$38.9M
5
Morgan Stanley
Morgan Stanley
New York
+$34.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$190M
2
AssetMark Inc
AssetMark Inc
California
-$45M
3
OMC
Old Mission Capital
Illinois
-$37.4M
4
MD
Money Design
Japan
-$18.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.25M +$1.5M +33,001 +96%
IG
77
ING Group
Netherlands
$3.16M – – –
STA
78
Summit Trail Advisors
New York
$3.1M +$2.93M +64,177 New
AWP
79
Avid Wealth Partners
Texas
$3.03M +$633K +13,879 +28%
YAVAPFMC
80
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.02M – – –
MG
81
Meditor Group
Bermuda
$2.93M – – –
PL
82
Perpetual Ltd
Australia
$2.91M – – –
CWG
83
Crown Wealth Group
North Carolina
$2.88M +$2.11M +46,285 +346%
Wealthfront Advisers
84
Wealthfront Advisers
California
$2.78M +$441K +9,666 +20%
William Blair & Company
85
William Blair & Company
Illinois
$2.72M +$276K +6,047 +12%
Stifel Financial
86
Stifel Financial
Missouri
$2.66M +$987K +21,646 +65%
TPA
87
Trivium Point Advisory
Connecticut
$2.64M +$2.5M +54,735 New
CK
88
Cohen Klingenstein
New York
$2.59M – – –
ASN
89
Advisory Services Network
Georgia
$2.57M +$414K +9,073 +21%
NA
90
NewEdge Advisors
Louisiana
$2.47M +$1.03M +22,558 +79%
ACA
91
Aspire Capital Advisors
Washington
$2.44M +$638K +13,988 +38%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$2.39M -$308K -6,759 -12%
LAM
93
Lifestyle Asset Management
Texas
$2.2M +$2.08M +45,532 New
GS
94
GTS Securities
New York
$2.16M +$1.78M +38,932 +677%
BCM
95
Beaumont Capital Management
Massachusetts
$2.07M -$821K -18,004 -30%
VWM
96
Venturi Wealth Management
Texas
$2.06M +$1.94M +42,584 New
CA
97
CoreCap Advisors
Michigan
$1.99M +$134K +2,928 +8%
BAM
98
Belpointe Asset Management
Nevada
$1.97M +$1.35M +29,710 +267%
FI
99
Finivi Inc
Massachusetts
$1.96M +$60K +1,316 +3%
BPA
100
Beacon Pointe Advisors
California
$1.67M +$343K +7,525 +28%
2 3
4
5 6

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.