We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

268 hedge funds and large institutions have $1.62B invested in WisdomTree India Earnings Fund ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.27M

0.02% less ownership

Funds ownership: 57.7%57.68% (-0.02%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

9% less funds holding

Funds holding: 293268 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $1.96B → $1.62B (-$338M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
268
Holders Change
-25
Holders Change %
-8.53%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
22
Increased
88
Reduced
95
Closed
42
Calls
$11.1M
Puts
$8.27M
Net Calls
+$2.82M
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$2.1M -$1.56M -34,268 -42%
T
77
Tableaux
Massachusetts
$2.01M +$298K +6,570 +17%
DFP
78
Defined Financial Planning
California
$1.99M +$162K +3,572 +9%
IA
79
Insight Advisors
Pennsylvania
$1.93M +$9.08K +200 +0.5%
WMWM
80
Whitaker-Myers Wealth Managers
Ohio
$1.84M -$11.6M -254,683 -86%
TPA
81
Trivium Point Advisory
Connecticut
$1.82M +$42.5K +937 +2%
ZIM
82
Zacks Investment Management
Illinois
$1.74M -$48.4K -1,067 -3%
RA
83
RoundAngle Advisors
New Jersey
$1.7M +$772 +17 +0%
SWIG
84
Strategic Wealth Investment Group
Kentucky
$1.7M +$1.57M +34,668 +937%
Goldman Sachs
85
Goldman Sachs
New York
$1.64M -$1.41M -31,141 -46%
CW
86
Channel Wealth
California
$1.62M -$1.42M -31,264 -46%
YAVAPFMC
87
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.46M
Jennison Associates
88
Jennison Associates
New York
$1.43M -$1.21M -26,743 -45%
PAS
89
Park Avenue Securities
New York
$1.39M -$3.05M -67,300 -68%
BPA
90
Beacon Pointe Advisors
California
$1.32M -$13.5K -297 -1%
CFG
91
Chapman Financial Group
Hawaii
$1.28M +$86.9K +1,914 +7%
PAS
92
PKS Advisory Services
New York
$1.28M -$12.1K -267 -0.9%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$1.28M +$16K +353 +1%
IWM
94
IHT Wealth Management
Illinois
$1.23M -$205K -4,509 -14%
PWM
95
Perigon Wealth Management
California
$1.2M +$529K +11,665 +75%
AWM
96
Apollon Wealth Management
South Carolina
$1.19M
IFG
97
Independent Financial Group
California
$1.18M -$144K -3,182 -11%
Mariner
98
Mariner
Kansas
$1.17M -$10.5K -231 -0.9%
BFA
99
Beacon Financial Advisory
Ohio
$1.13M +$16.8K +370 +1%
CIA
100
Concurrent Investment Advisors
Florida
$1.08M +$14.4K +318 +1%

EPI Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2025, worth a combined $1.62B — down 17% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EPI and 22 opened new positions — a net loss of 20 holders — while 95 trimmed existing stakes and 88 added.

The largest buyer was Jane Street, adding an estimated $34.6M. The largest seller was Bank of Montreal, cutting an estimated $54.5M.

  • 268 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2025, down from 293 in Q2 2025.
  • Funds reported $1.62B of WisdomTree India Earnings Fund ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 22 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2025 and 42 closed out, a net change of -20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2025 was Jane Street, an estimated $34.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2025 was Bank of Montreal, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2025.