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WisdomTree India Earnings Fund ETF
EPI

135 hedge funds and large institutions have $482M invested in WisdomTree India Earnings Fund ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

959% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $299K

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 138 → 135 (-3)

7.13% less ownership

Funds ownership: 61.52% → 54.39% (-7.1%)

19% less capital invested

Capital invested by funds: $598M → $482M (-$115M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
29
Reduced
47
Closed
20
Calls
$3.17M
Puts
$299K
Net Calls
+$2.87M
Net Calls Change
+$26.9M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.16M
2
MM
Main Management
California
+$2.33M
3
GWM
GSB Wealth Management
Connecticut
+$1.77M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$1.27M
5
ZIM
Zacks Investment Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.6M
2
OMC
Old Mission Capital
Illinois
-$13.1M
3
DCM
Driehaus Capital Management
Illinois
-$11.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
5
Citigroup
Citigroup
New York
-$8.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
101
Matthew Hamilton Rosenberg
$196K +$6.5K +179 +3%
BC
102
Bartlett & Co
Ohio
$184K +$185K +5,100 New
BCWM
103
Bartlett & Co Wealth Management
Ohio
$184K +$185K +5,100 New
GWM
104
Geneos Wealth Management
Colorado
$178K – – –
Simplex Trading
105
Simplex Trading
Illinois
$119K +$120K +3,312 New
RCA
106
Riverview Capital Advisers
Massachusetts
$107K -$165K -4,547 -60%
UB
107
UMB Bank
Missouri
$75K +$39.4K +1,086 +109%
WIA
108
Wealthstreet Investment Advisors
Texas
$54K – – –
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$48.9K -$37.7K -1,038 -43%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$43K – – –
MA
111
MUFG Americas
New York
$39K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$38K +$24.9K +687 +179%
AIA
113
Armor Investment Advisors
North Carolina
$34K – – –
TIM
114
Tortoise Investment Management
New York
$34K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23.3K +643 New
Bessemer Group
117
Bessemer Group
New Jersey
$22K +$1.63K +45 +8%
SA
118
SRH Advisors
Kansas
$20K – – –
AA
119
AlphaMark Advisors
Kentucky
$16K – – –
CCM
120
Covington Capital Management
California
$15K – – –
HCP
121
Hexagon Capital Partners
Arkansas
$14K +$10.8K +298 +310%
SPIA
122
Steward Partners Investment Advisory
New York
$13K -$18.1K -500 -57%
TRCT
123
Tower Research Capital (TRC)
New York
$13K +$2.43K +67 +24%
FWM
124
Focused Wealth Management
New York
$9K +$36 +1 +0.4%
KLWA
125
Kelly Lawrence W & Associates
California
$8K – – –
3 4
5
6 7

EPI Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2022, worth a combined $482M — down 19% from $598M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EPI and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 29 added.

The largest buyer was Citadel Advisors, adding an estimated $3.16M. The largest seller was Jane Street, cutting an estimated $36.6M.

  • 135 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2022, down from 138 in Q4 2021.
  • Funds reported $482M of WisdomTree India Earnings Fund ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 19 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2022 was Citadel Advisors, an estimated $3.16M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2022 was Jane Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.