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WisdomTree India Earnings Fund ETF

268 hedge funds and large institutions have $1.62B invested in WisdomTree India Earnings Fund ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.27M

0.02% less ownership

Funds ownership: 57.7%57.68% (-0.02%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

9% less funds holding

Funds holding: 293268 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $1.96B → $1.62B (-$338M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
268
Holders Change
-25
Holders Change %
-8.53%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
22
Increased
88
Reduced
95
Closed
42
Calls
$11.1M
Puts
$8.27M
Net Calls
+$2.82M
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$1.08M
NGA
102
Naples Global Advisors
Florida
$1.07M
LWA
103
Lowe Wealth Advisors
Maryland
$1.07M +$46.3K +1,020 +4%
JWM
104
JPL Wealth Management
Colorado
$1.06M -$10.4K -230 -0.9%
VCM
105
Viewpoint Capital Management
Washington
$1.06M
Osaic Holdings
106
Osaic Holdings
Arizona
$1.05M -$14.7K -324 -1%
IUHSA
107
Itau Unibanco Holding S.A.
Brazil
$1.04M +$72.6K +1,600 +7%
SS
108
Sunbelt Securities
Texas
$994K +$998K +21,991 +4,416%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$990K -$43.3K -955 -4%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$972K
Baird Financial Group
111
Baird Financial Group
Wisconsin
$970K +$996K +21,946 New
OPWM
112
Oxinas Partners Wealth Management
Indiana
$969K +$131K +2,897 +15%
SAM
113
Smartleaf Asset Management
Massachusetts
$955K +$55.9K +1,232 +6%
CG
114
Caprock Group
Idaho
$936K +$970K +21,376 New
William Blair Investment Management
115
William Blair Investment Management
Illinois
$928K
RSWM
116
Robertson Stephens Wealth Management
California
$927K -$4.22K -93 -0.4%
Creative Planning
117
Creative Planning
Kansas
$921K +$254K +5,594 +37%
SM
118
Sweeney & Michel
California
$915K +$59.8K +1,317 +7%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$906K -$85.8K -1,890 -9%
SC
120
Savant Capital
Illinois
$899K -$11.3K -250 -1%
NA
121
NewEdge Advisors
Louisiana
$867K +$117K +2,568 +15%
VAM
122
Verity Asset Management
North Carolina
$860K +$25K +551 +3%
AFS
123
AFG Fiduciary Services
Massachusetts
$820K -$40.1K -883 -5%
SA
124
Sanctuary Advisors
Indiana
$794K -$86K -1,895 -10%
CAG
125
Csenge Advisory Group
Florida
$781K +$401K +8,838 +100%

EPI Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2025, worth a combined $1.62B — down 17% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EPI and 22 opened new positions — a net loss of 20 holders — while 95 trimmed existing stakes and 88 added.

The largest buyer was Jane Street, adding an estimated $34.6M. The largest seller was Bank of Montreal, cutting an estimated $54.5M.

  • 268 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2025, down from 293 in Q2 2025.
  • Funds reported $1.62B of WisdomTree India Earnings Fund ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 22 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2025 and 42 closed out, a net change of -20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2025 was Jane Street, an estimated $34.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2025 was Bank of Montreal, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2025.