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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $348M invested in WisdomTree India Earnings Fund ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.98% less ownership

Funds ownership: 54.39% → 53.41% (-0.98%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 135 → 132 (-3)

28% less capital invested

Capital invested by funds: $482M → $348M (-$134M)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
32
Reduced
46
Closed
17
Calls
$2.56M
Puts
–
Net Calls
+$2.56M
Net Calls Change
-$310K

Top Buyers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
+$6.12M
2
Ameriprise
Ameriprise
Minnesota
+$5.34M
3
ARC
Advisor Resource Council
Texas
+$4.92M
4
MRC
Millburn Ridgefield Corp
New York
+$2.93M
5
CCA
Catalyst Capital Advisors
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$17.6M
2
Jane Street
Jane Street
New York
-$10.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10M
4
DCM
Driehaus Capital Management
Illinois
-$8.57M
5
Millennium Management
Millennium Management
New York
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
101
Armor Investment Advisors
North Carolina
$28K – – –
TIM
102
Tortoise Investment Management
New York
$28K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$23K -$10K -295 -28%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
Bessemer Group
106
Bessemer Group
New Jersey
$18K – – –
SA
107
SRH Advisors
Kansas
$17K – – –
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$16K -$21.5K -631 -53%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$15K +$17K +500 New
AA
110
AlphaMark Advisors
Kentucky
$13K – – –
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$12K -$251K -7,370 -95%
HCP
112
Hexagon Capital Partners
Arkansas
$12K +$68 +2 +0.5%
Twin Tree Management
113
Twin Tree Management
Texas
$12K +$13.4K +394 New
AW
114
ACG Wealth
Georgia
$12K +$13.6K +400 New
SPIA
115
Steward Partners Investment Advisory
New York
$11K – – –
FWM
116
Focused Wealth Management
New York
$8K +$136 +4 +2%
KLWA
117
Kelly Lawrence W & Associates
California
$7K – – –
UWM
118
Urban Wealth Management
California
$7K +$8.52K +250 New
RCM
119
Raleigh Capital Management
North Carolina
$5K – – –
SWM
120
Spire Wealth Management
Virginia
$5K – – –
CA
121
Clearstead Advisors
Ohio
$5K +$5.93K +174 New
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
VVP
123
Venture Visionary Partners
Ohio
$2.34K +$2.69K +79 New
TRCT
124
Tower Research Capital (TRC)
New York
$2K -$9.61K -282 -81%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
2 3 4
5
6

EPI Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2022, worth a combined $348M — down 28% from $482M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EPI and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 32 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $6.12M. The largest seller was BlackRock, cutting an estimated $17.6M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2022, down from 135 in Q1 2022.
  • Funds reported $348M of WisdomTree India Earnings Fund ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2022 and 17 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2022 was Karp Capital Management, an estimated $6.12M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2022 was BlackRock, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.