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WisdomTree India Earnings Fund ETF

329 hedge funds and large institutions have $2.1B invested in WisdomTree India Earnings Fund ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.24M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

4.5% more ownership

Funds ownership: 58.11%62.61% (+4.5%)

1% more funds holding

Funds holding: 327329 (+2)

11% less capital invested

Capital invested by funds: $2.36B → $2.1B (-$266M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
58
Increased
118
Reduced
100
Closed
47
Calls
$10.6M
Puts
$1.24M
Net Calls
+$9.34M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$1.65M -$288K -6,079 -14%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$1.65M +$51.2K +1,079 +3%
Citadel Advisors
103
Citadel Advisors
Florida
$1.63M -$2.96M -62,327 -63%
NA
104
NewEdge Advisors
Louisiana
$1.58M -$899K -18,962 -35%
CFG
105
Chapman Financial Group
Hawaii
$1.58M +$1.69M +35,544 New
BPA
106
Beacon Pointe Advisors
California
$1.57M -$415K -8,749 -20%
ZIM
107
Zacks Investment Management
Illinois
$1.54M +$16.1K +340 +1%
RA
108
RoundAngle Advisors
New Jersey
$1.5M +$1.57M +33,049 New
YAVAPFMC
109
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.5M -$1.4M -29,423 -47%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.5M +$280K +5,908 +22%
PWA
111
PCG Wealth Advisors
Kansas
$1.49M +$188K +3,974 +14%
CAG
112
Csenge Advisory Group
Florida
$1.39M +$259K +5,464 +22%
Barclays
113
Barclays
United Kingdom
$1.34M -$932K -19,663 -40%
ASN
114
Advisory Services Network
Georgia
$1.31M -$1.15M -24,307 -46%
PI
115
Pachira Investments
California
$1.3M -$36.9K -779 -3%
PAS
116
PKS Advisory Services
New York
$1.24M +$1.3M +27,457 New
SF
117
Summit Financial
New Jersey
$1.23M +$1.28M +27,061 New
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$1.13M -$5.79K -122 -0.5%
MFG
119
Merit Financial Group
Georgia
$1.12M +$7.68K +162 +0.7%
IFG
120
Independent Financial Group
California
$1.12M +$298K +6,293 +34%
AA
121
AlphaMark Advisors
Kentucky
$1.11M -$14.2K -300 -1%
NGA
122
Naples Global Advisors
Florida
$1.1M
PGA
123
Portland Global Advisors
Maine
$1.09M -$46.2K -975 -4%
VCM
124
Viewpoint Capital Management
Washington
$1.09M
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$65.2K +1,375 +6%

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2024, worth a combined $2.1B — down 11% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EPI positions and 47 closed out — a net gain of 11 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, adding an estimated $107M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $84.3M sold.

  • 329 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.1B of WisdomTree India Earnings Fund ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2024 and 47 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2024 was Jane Street, an estimated $107M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2024 was Driehaus Capital Management, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2024.