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WisdomTree India Earnings Fund ETF

329 hedge funds and large institutions have $2.1B invested in WisdomTree India Earnings Fund ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.24M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

4.5% more ownership

Funds ownership: 58.11%62.61% (+4.5%)

1% more funds holding

Funds holding: 327329 (+2)

11% less capital invested

Capital invested by funds: $2.36B → $2.1B (-$266M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
58
Increased
118
Reduced
100
Closed
47
Calls
$10.6M
Puts
$1.24M
Net Calls
+$9.34M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.08M -$296K -6,232 -8%
CWM
77
Circle Wealth Management
New Jersey
$3.07M -$1.26M -26,609 -28%
AWP
78
Avid Wealth Partners
Texas
$2.89M -$81.5K -1,719 -3%
PCG
79
Prosperity Consulting Group
Maryland
$2.89M +$776K +16,367 +35%
William Blair & Company
80
William Blair & Company
Illinois
$2.71M +$54.4K +1,147 +2%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$2.65M +$2.77M +58,449 New
FS
82
Ferguson Shapiro
Georgia
$2.58M -$551K -11,615 -17%
SFG
83
Sowa Financial Group
Rhode Island
$2.54M +$1.26M +26,663 +91%
CW
84
Channel Wealth
California
$2.52M +$636K +13,414 +32%
FWM
85
Forefront Wealth Management
Pennsylvania
$2.47M +$2.59M +54,576 New
CA
86
CoreCap Advisors
Michigan
$2.47M +$310K +6,533 +14%
Stifel Financial
87
Stifel Financial
Missouri
$2.44M -$263K -5,552 -9%
CK
88
Cohen Klingenstein
New York
$2.43M
CWG
89
Crown Wealth Group
North Carolina
$2.26M -$1.17M -24,648 -33%
AWS
90
Atria Wealth Solutions
New York
$2.2M +$323K +6,807 +16%
NFP
91
Narus Financial Partners
Utah
$2.16M +$392K +8,271 +21%
BCM
92
Beaumont Capital Management
Massachusetts
$2.09M +$146K +3,077 +7%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$2.08M +$462K +9,733 +27%
LAM
94
Lifestyle Asset Management
Texas
$2.01M -$24.8K -522 -1%
BAM
95
Belpointe Asset Management
Nevada
$2M -$29.5K -623 -2%
NVCHI
96
New Vernon Capital Holdings II
New Jersey
$1.92M -$19.4M -408,863 -96%
FSBI
97
Fearless Solutions (Best Invest)
Texas
$1.9M +$1.99M +42,059 New
Millennium Management
98
Millennium Management
New York
$1.87M +$1.2M +25,320 +159%
ACA
99
Aspire Capital Advisors
Washington
$1.74M -$615K -12,974 -25%
UWP
100
Uniting Wealth Partners
Kansas
$1.73M +$1.82M +38,325 New

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2024, worth a combined $2.1B — down 11% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EPI positions and 47 closed out — a net gain of 11 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, adding an estimated $107M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $84.3M sold.

  • 329 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.1B of WisdomTree India Earnings Fund ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2024 and 47 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2024 was Jane Street, an estimated $107M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2024 was Driehaus Capital Management, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2024.