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WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
101
Crown Wealth Group
North Carolina
$1.5M -$671K -15,648 -31%
YAVAPFMC
102
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.44M
PWA
103
PCG Wealth Advisors
Kansas
$1.41M -$26.6K -620 -2%
IWM
104
IHT Wealth Management
Illinois
$1.3M +$330K +7,694 +35%
IFG
105
Independent Financial Group
California
$1.28M +$198K +4,624 +19%
PAS
106
PKS Advisory Services
New York
$1.24M +$40K +933 +3%
Osaic Holdings
107
Osaic Holdings
Arizona
$1.13M -$4.83M -112,535 -81%
Mariner
108
Mariner
Kansas
$1.11M +$225K +5,252 +26%
T
109
Tableaux
Massachusetts
$1.1M +$315K +7,357 +42%
CA
110
Calton & Associates
Florida
$1.09M +$734K +17,115 +220%
NGA
111
Naples Global Advisors
Florida
$1.06M
VCM
112
Viewpoint Capital Management
Washington
$1.05M
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$1.04M +$349K +8,135 +52%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$1.03M -$10.2K -238 -1%
Jane Street
115
Jane Street
New York
$1.03M -$126M -2,939,586 -99%
JWM
116
JPL Wealth Management
Colorado
$983K +$147K +3,420 +18%
CICC
117
Capital Investment Counsel (Colorado)
Colorado
$983K +$32.5K +759 +3%
BFA
118
Beacon Financial Advisory
Ohio
$981K +$32.7K +762 +4%
PI
119
Pachira Investments
California
$974K -$278K -6,480 -22%
IUHSA
120
Itau Unibanco Holding S.A.
Brazil
$962K
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$957K
SWA
122
Stratos Wealth Advisors
Ohio
$944K +$702K +16,369 +313%
CG
123
Caprock Group
Idaho
$934K +$487K +11,350 +113%
MFG
124
Merit Financial Group
Georgia
$931K -$148K -3,455 -14%
William Blair Investment Management
125
William Blair Investment Management
Illinois
$918K

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.