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WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$2.43M -$185K -4,316 -7%
AI
77
Atria Investments
North Carolina
$2.43M +$2.09M +48,633 +708%
FWM
78
Forefront Wealth Management
Pennsylvania
$2.37M -$10.3K -241 -0.4%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$2.37M -$179K -4,184 -7%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$2.35M +$1.24M +28,881 +116%
CK
81
Cohen Klingenstein
New York
$2.34M
Wealthfront Advisers
82
Wealthfront Advisers
California
$2.34M -$753K -17,572 -25%
Stifel Financial
83
Stifel Financial
Missouri
$2.3M -$61.4K -1,431 -3%
EH
84
Equitable Holdings
New York
$2.24M -$1.58M -36,772 -42%
Loomis, Sayles & Company
85
Loomis, Sayles & Company
Massachusetts
$2.12M +$1.68M +39,290 +426%
AWS
86
Atria Wealth Solutions
New York
$2.01M -$121K -2,829 -6%
VWM
87
Venturi Wealth Management
Texas
$2M -$1.4M -32,562 -42%
NFP
88
Narus Financial Partners
Utah
$1.89M -$188K -4,384 -9%
FSBI
89
Fearless Solutions (Best Invest)
Texas
$1.81M -$27.9K -651 -2%
TPA
90
Trivium Point Advisory
Connecticut
$1.78M -$1.43M -33,430 -45%
SIM
91
Stratos Investment Management
Ohio
$1.7M +$1.67M +38,976 New
Millennium Management
92
Millennium Management
New York
$1.68M -$118K -2,744 -7%
RA
93
RoundAngle Advisors
New Jersey
$1.63M +$180K +4,197 +13%
BAM
94
Belpointe Asset Management
Nevada
$1.61M -$139K -3,251 -8%
ZIM
95
Zacks Investment Management
Illinois
$1.6M +$112K +2,602 +8%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$1.6M
BPA
97
Beacon Pointe Advisors
California
$1.54M +$23.5K +549 +2%
DFP
98
Defined Financial Planning
California
$1.53M +$1.51M +35,182 New
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$1.53M -$470K -10,952 -24%
SG Americas Securities
100
SG Americas Securities
New York
$1.52M +$595K +13,871 +66%

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.