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WisdomTree India Earnings Fund ETF
EPI

127 hedge funds and large institutions have $342M invested in WisdomTree India Earnings Fund ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.64M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.65M)

2.94% less ownership

Funds ownership: 53.41% → 50.46% (-2.9%)

4% less funds holding

Funds holding: 132 → 127 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
47
Closed
15
Calls
$2.6M
Puts
$1.64M
Net Calls
+$959K
Net Calls Change
-$1.6M

Top Buyers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
+$8.7M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
+$4.78M
3
BlackRock
BlackRock
New York
+$4.13M
4
Citigroup
Citigroup
New York
+$3.51M
5
MD
Money Design
Japan
+$2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.9M
2
Jane Street
Jane Street
New York
-$5.74M
3
ARC
Advisor Resource Council
Texas
-$5.51M
4
GC
Globeflex Capital
California
-$3.81M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$30.5K – – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$30.2K -$7.66K -241 -20%
GWM
103
Geneos Wealth Management
Colorado
$30K -$31.6K -994 -50%
AIA
104
Armor Investment Advisors
North Carolina
$29K – – –
TIM
105
Tortoise Investment Management
New York
$29K – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$25K +$1.52K +48 +6%
Simplex Trading
107
Simplex Trading
Illinois
$25K +$26.5K +835 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
Bessemer Group
109
Bessemer Group
New Jersey
$19K – – –
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$17K – – –
SA
111
SRH Advisors
Kansas
$17K – – –
AA
112
AlphaMark Advisors
Kentucky
$14K – – –
FHA
113
First Horizon Advisors
Tennessee
$14K +$15.4K +485 New
HCP
114
Hexagon Capital Partners
Arkansas
$11K -$1.05K -33 -8%
SPIA
115
Steward Partners Investment Advisory
New York
$11K – – –
FWM
116
Focused Wealth Management
New York
$8K – – –
KLWA
117
Kelly Lawrence W & Associates
California
$7K – – –
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
RCM
119
Raleigh Capital Management
North Carolina
$5K – – –
SWM
120
Spire Wealth Management
Virginia
$5K – – –
HWM
121
HighMark Wealth Management
Minnesota
$2K – – –
RG
122
Retirement Group
California
$2K – – –
RIA
123
Realta Investment Advisors
Delaware
$2K +$2.06K +65 New
Twin Tree Management
124
Twin Tree Management
Texas
$1K -$11.8K -370 -94%
PA
125
Parallel Advisors
California
$1K – – –
2 3 4
5
6

EPI Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2022, worth a combined $342M — down 1.9% from $348M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 11 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 29 added.

The largest buyer was Meitav Investment House, adding an estimated $8.7M. The largest seller was Ameriprise, cutting an estimated $18.9M.

  • 127 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $342M of WisdomTree India Earnings Fund ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2022 and 15 closed out, a net change of -4 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2022 was Meitav Investment House, an estimated $8.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2022 was Ameriprise, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.