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WisdomTree India Earnings Fund ETF
EPI

119 hedge funds and large institutions have $454M invested in WisdomTree India Earnings Fund ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $434M → $454M (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 121 → 119 (-2)

2.52% less ownership

Funds ownership: 55.77% → 53.25% (-2.5%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

86% less call options, than puts

Call options by funds: $3.31M | Put options by funds: $23.6M

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
30
Reduced
37
Closed
15
Calls
$3.31M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$10.2M
2
Ameriprise
Ameriprise
Minnesota
+$6.35M
3
Millennium Management
Millennium Management
New York
+$2.07M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.77M
5
NVCHI
New Vernon Capital Holdings II
New Jersey
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$8.26M
2
BIA
Barry Investment Advisors
Massachusetts
-$7.21M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$4.74M
4
MD
Money Design
Japan
-$4.59M
5
BlackRock
BlackRock
New York
-$4.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
126
Quattro Financial Advisors
Texas
– -$301K -10,000 Closed
KTA
127
Keeley-Teton Advisors
Illinois
– -$294K -9,318 Closed
HF
128
HRT Financial
New York
– -$226K -7,196 Closed
TRCT
129
Tower Research Capital (TRC)
New York
– -$70K -2,212 Closed
SWM
130
Spire Wealth Management
Virginia
– -$52K -1,650 Closed
WAP
131
Wealthcare Advisory Partners
Pennsylvania
– -$28K -897 Closed
AIC
132
Ameritas Investment Company
Nebraska
– -$11.7K -370 Closed
GI
133
Gradient Investments
Minnesota
– -$3K -95 Closed
2 3 4 5
6

EPI Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2021, worth a combined $454M — up 4.6% from $434M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 13 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was Driehaus Capital Management, adding an estimated $10.2M. The largest seller was Citigroup, cutting an estimated $8.26M.

  • 119 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $454M of WisdomTree India Earnings Fund ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 13 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2021 and 15 closed out, a net change of -2 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2021 was Driehaus Capital Management, an estimated $10.2M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2021 was Citigroup, an estimated $8.26M sold.

Based on aggregated 13F filings for Q2 2021.