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WisdomTree India Earnings Fund ETF

135 hedge funds and large institutions have $387M invested in WisdomTree India Earnings Fund ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $1.02M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $342M → $387M (+$45.2M)

6% more funds holding

Funds holding: 127135 (+8)

1.78% more ownership

Funds ownership: 50.46%52.25% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
35
Reduced
29
Closed
15
Calls
$4.1M
Puts
$1.02M
Net Calls
+$3.08M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$134K
HDIM
102
Hanson & Doremus Investment Management
Vermont
$87K
CG
103
Cutler Group
California
$61K +$648 +20 +1%
ACA
104
Aptus Capital Advisors
Alabama
$45.7K -$2.2K -68 -5%
BAM
105
Belpointe Asset Management
Nevada
$45.1K +$44.8K +1,384 New
JIR
106
James Investment Research
Ohio
$43K +$42.9K +1,325 New
US Bancorp
107
US Bancorp
Minnesota
$35.7K +$35.5K +1,095 New
FCA
108
Fortis Capital Advisors
Kansas
$34.1K +$33.9K +1,045 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$33.2K +$6.32K +195 +24%
GWM
110
Geneos Wealth Management
Colorado
$32.4K
TIM
111
Tortoise Investment Management
New York
$30.6K
ASN
112
Advisory Services Network
Georgia
$26.3K +$26.1K +807 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$25K
Bessemer Group
114
Bessemer Group
New Jersey
$22K +$1.23K +38 +6%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$18.1K
SA
116
SRH Advisors
Kansas
$18K
FHA
117
First Horizon Advisors
Tennessee
$15.8K
AA
118
AlphaMark Advisors
Kentucky
$15K
SPIA
119
Steward Partners Investment Advisory
New York
$12.1K
FIM
120
FWL Investment Management
Texas
$11.7K +$11.6K +359 New
HCP
121
Hexagon Capital Partners
Arkansas
$9.03K -$2.79K -86 -24%
FWM
122
Focused Wealth Management
New York
$8.63K
KLWA
123
Kelly Lawrence W & Associates
California
$7.17K
HT
124
Headlands Technologies
Illinois
$7K +$6.77K +209 New
SWM
125
Spire Wealth Management
Virginia
$6K

EPI Hedge Fund Activity: Q4 2022 in Review

135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2022, worth a combined $387M — up 13% from $342M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EPI positions and 15 closed out — a net gain of 10 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $31.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.3M sold.

  • 135 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $387M of WisdomTree India Earnings Fund ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2022 was William Blair Investment Management, an estimated $31.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2022 was Jane Street, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2022.