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WisdomTree India Earnings Fund ETF
EPI

138 hedge funds and large institutions have $598M invested in WisdomTree India Earnings Fund ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $538M → $598M (+$60.1M)

9% more funds holding

Funds holding: 127 → 138 (+11)

5.38% more ownership

Funds ownership: 56.14% → 61.52% (+5.4%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

96% less call options, than puts

Call options by funds: $926K | Put options by funds: $25M

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
35
Reduced
33
Closed
19
Calls
$926K
Puts
$25M
Net Calls
-$24.1M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$71.1M
2
OMC
Old Mission Capital
Illinois
+$14.4M
3
Amundi
Amundi
France
+$8.49M
4
Millennium Management
Millennium Management
New York
+$8.15M
5
Ameriprise
Ameriprise
Minnesota
+$5.59M

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$12M
2
MG
Meditor Group
Bermuda
-$6.96M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.39M
4
Barclays
Barclays
United Kingdom
-$5.65M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
126
Central Trust Company
Missouri
$10K +$10.4K +279 New
KLWA
127
Kelly Lawrence W & Associates
California
$8K – – –
CWA
128
Clearview Wealth Advisors
Oregon
$7K – – –
MTWM
129
Masso Torrence Wealth Management
New Jersey
$6K +$5.98K +160 New
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5.61K +150 New
HCP
131
Hexagon Capital Partners
Arkansas
$4K – – –
AWA
132
Amplius Wealth Advisors
Pennsylvania
$4K +$4.67K +125 New
RG
133
Retirement Group
California
$3K – – –
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$2.44K – – –
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$7.48K -200 -75%
HWM
136
HighMark Wealth Management
Minnesota
$2K +$37 +1 +2%
PA
137
Parallel Advisors
California
$1K – – –
RWA
138
Redhawk Wealth Advisors
Minnesota
– -$5.07M -135,609 Closed
FFN
139
Focus Financial Network
Minnesota
– -$1.36M -36,277 Closed
CF
140
Centaurus Financial
California
– -$1.17M -31,369 Closed
OC
141
Oppenheimer & Co
New York
– -$924K -24,694 Closed
SSCA
142
South Shore Capital Advisors
Massachusetts
– -$750K -20,065 Closed
BAM
143
Belpointe Asset Management
Nevada
– -$592K -15,839 Closed
GTAM
144
Global Trust Asset Management
Florida
– -$273K -7,309 Closed
MOS
145
MGO One Seven
Ohio
– -$238K -6,340 Closed
TSS
146
Two Sigma Securities
New York
– -$218K -5,830 Closed
HighTower Advisors
147
HighTower Advisors
Illinois
– -$201K -5,396 Closed
Vontobel Holding
148
Vontobel Holding
Switzerland
– -$75K -2,000 Closed
LWM
149
Liberty Wealth Management
California
– -$72K -1,927 Closed
Twin Tree Management
150
Twin Tree Management
Texas
– -$47K -1,250 Closed
3 4 5
6
7

EPI Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2021, worth a combined $598M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPI positions and 19 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Money Design, cutting an estimated $12M.

  • 138 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $598M of WisdomTree India Earnings Fund ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 30 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2021 was Jane Street, an estimated $71.1M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2021 was Money Design, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.