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WisdomTree India Earnings Fund ETF
EPI

151 hedge funds and large institutions have $457M invested in WisdomTree India Earnings Fund ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

111% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.07M

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $372M → $457M (+$85.6M)

14% more funds holding

Funds holding: 132 → 151 (+19)

2.01% more ownership

Funds ownership: 47.03% → 49.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
151
Holders Change
+19
Holders Change %
+14.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
45
Reduced
33
Closed
10
Calls
$2.26M
Puts
$1.07M
Net Calls
+$1.19M
Net Calls Change
-$1.99M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
2
MMA
Miracle Mile Advisors
California
+$12.4M
3
BlackRock
BlackRock
New York
+$6.97M
4
BSG
Black Swift Group
Colorado
+$5.39M
5
MIH
Meitav Investment House
Israel
+$5.34M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.8M
2
Jane Street
Jane Street
New York
-$5.73M
3
CS
Credit Suisse
Switzerland
-$3.81M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.5M
5
MG
Meditor Group
Bermuda
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
101
FinTrust Capital Advisors
South Carolina
$254K – – –
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$246K +$234K +7,063 New
Qube Research & Technologies (QRT)
103
Qube Research & Technologies (QRT)
United Kingdom
$232K +$275K +8,292 New
OIA
104
OneDigital Investment Advisors
Kansas
$212K +$202K +6,088 New
JIR
105
James Investment Research
Ohio
$210K +$129K +3,908 +183%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$202K +$46.4K +1,400 +33%
PFA
107
Pettinga Financial Advisors
Indiana
$200K +$191K +5,750 New
HIIFS
108
Harel Insurance Investments & Financial Services
Israel
$197K +$13.2K +397 +7%
UB
109
UMB Bank
Missouri
$177K – – –
CWC
110
Carolinas Wealth Consulting
North Carolina
$174K +$166K +5,000 New
MHR
111
Matthew Hamilton Rosenberg
$170K -$9.54K -288 -6%
BCM
112
Basso Capital Management
Connecticut
$157K +$149K +4,500 New
BC
113
Bartlett & Co
Ohio
$143K – – –
BCWM
114
Bartlett & Co Wealth Management
Ohio
$143K – – –
Citadel Advisors
115
Citadel Advisors
Florida
$123K -$24.9K -753 -18%
RFA
116
Resurgent Financial Advisors
Georgia
$110K +$105K +3,158 New
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$107K +$82.8K +2,500 +450%
HDIM
118
Hanson & Doremus Investment Management
Vermont
$93K – – –
HT
119
Headlands Technologies
Illinois
$50.5K +$48.1K +1,452 New
US Bancorp
120
US Bancorp
Minnesota
$49.8K +$11.1K +336 +31%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$35.8K -$5K -151 -13%
GWM
122
Geneos Wealth Management
Colorado
$34.6K – – –
TSWM
123
Tyler-Stone Wealth Management
Ohio
$34K +$32.2K +971 New
TIM
124
Tortoise Investment Management
New York
$32.7K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
3 4
5
6 7

EPI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2023, worth a combined $457M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 10 closed out — a net gain of 19 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $24.8M sold.

  • 151 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2023, up from 132 in Q1 2023.
  • Funds reported $457M of WisdomTree India Earnings Fund ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2023 was Wellington Management Group, an estimated $26M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2023 was William Blair Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.