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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $372M invested in WisdomTree India Earnings Fund ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $1.22M

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $387M → $372M (-$15.4M)

2% less funds holding

Funds holding: 135 → 132 (-3)

5.22% less ownership

Funds ownership: 52.25% → 47.03% (-5.2%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
45
Reduced
27
Closed
15
Calls
$4.4M
Puts
$1.22M
Net Calls
+$3.18M
Net Calls Change
+$102K

Top Buyers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
+$6.96M
2
Jane Street
Jane Street
New York
+$5.84M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.55M
4
Millennium Management
Millennium Management
New York
+$2.04M
5
MRC
Millburn Ridgefield Corp
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.62M
2
DCM
Discovery Capital Management
Connecticut
-$7.95M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.95M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.11M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
101
James Investment Research
Ohio
$67K +$25.9K +805 +61%
TRCT
102
Tower Research Capital (TRC)
New York
$40K +$37.2K +1,157 +1,157%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$37.2K +$5.15K +160 +16%
US Bancorp
104
US Bancorp
Minnesota
$34.5K – – –
FIA
105
FNY Investment Advisers
New York
$32K +$32.7K +1,017 New
ACA
106
Aptus Capital Advisors
Alabama
$31.5K -$13K -403 -29%
GWM
107
Geneos Wealth Management
Colorado
$31.4K – – –
TIM
108
Tortoise Investment Management
New York
$29.6K – – –
ASN
109
Advisory Services Network
Georgia
$25.5K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CG
111
Cutler Group
California
$21K -$39.3K -1,220 -64%
Bessemer Group
112
Bessemer Group
New Jersey
$20K -$612 -19 -3%
SA
113
SRH Advisors
Kansas
$18K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$17.5K – – –
FHA
115
First Horizon Advisors
Tennessee
$15.3K – – –
AA
116
AlphaMark Advisors
Kentucky
$14K – – –
HCP
117
Hexagon Capital Partners
Arkansas
$12.6K +$3.99K +124 +45%
BAM
118
Belpointe Asset Management
Nevada
$12.1K -$32.2K -1,000 -72%
SPIA
119
Steward Partners Investment Advisory
New York
$11.7K – – –
HCM
120
Hollencrest Capital Management
California
$8.67K +$8.85K +275 New
FWM
121
Focused Wealth Management
New York
$8.35K – – –
KLWA
122
Kelly Lawrence W & Associates
California
$6.94K – – –
Barclays
123
Barclays
United Kingdom
$5.52K -$386K -12,000 -99%
SWM
124
Spire Wealth Management
Virginia
$5.36K – – –
WP
125
WealthPLAN Partners
Nebraska
$5.24K +$5.34K +166 New
2 3 4
5
6

EPI Hedge Fund Activity: Q1 2023 in Review

132 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2023, worth a combined $372M — down 4% from $387M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 12 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 45 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9.62M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2023, down from 135 in Q4 2022.
  • Funds reported $372M of WisdomTree India Earnings Fund ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 12 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2023 and 15 closed out, a net change of -3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2023 was Randolph Company, an estimated $6.96M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2023 was BlackRock, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2023.