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WisdomTree India Earnings Fund ETF
EPI

135 hedge funds and large institutions have $482M invested in WisdomTree India Earnings Fund ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

959% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $299K

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 138 → 135 (-3)

7.13% less ownership

Funds ownership: 61.52% → 54.39% (-7.1%)

19% less capital invested

Capital invested by funds: $598M → $482M (-$115M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
29
Reduced
47
Closed
20
Calls
$3.17M
Puts
$299K
Net Calls
+$2.87M
Net Calls Change
+$26.9M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.16M
2
MM
Main Management
California
+$2.33M
3
GWM
GSB Wealth Management
Connecticut
+$1.77M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$1.27M
5
ZIM
Zacks Investment Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$36.6M
2
OMC
Old Mission Capital
Illinois
-$13.1M
3
DCM
Driehaus Capital Management
Illinois
-$11.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
5
Citigroup
Citigroup
New York
-$8.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$6K -$47.2K -1,300 -88%
RCM
127
Raleigh Capital Management
North Carolina
$6K +$5.55K +153 New
BBPWM
128
Blue Bell Private Wealth Management
Pennsylvania
$5K – – –
RG
129
Retirement Group
California
$3K – – –
Koshinski Asset Management
130
Koshinski Asset Management
Illinois
$2.41K – – –
HWM
131
HighMark Wealth Management
Minnesota
$2K – – –
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PA
133
Parallel Advisors
California
$1K – – –
ED
134
Exane Derivatives
France
$216 +$218 +6 New
NVCHI
135
New Vernon Capital Holdings II
New Jersey
– -$5.19M -142,282 Closed
GKIM
136
GW&K Investment Management
Massachusetts
– -$3.32M -91,125 Closed
CW
137
CreativeOne Wealth
Kansas
– -$2.35M -64,388 Closed
IUHSA
138
Itau Unibanco Holding S.A.
Brazil
– -$1.28M -35,000 Closed
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.27M -34,807 Closed
IWC
140
Integrated Wealth Concepts
Massachusetts
– -$966K -26,481 Closed
KWM
141
Kingsview Wealth Management
Oregon
– -$932K -25,549 Closed
DTL
142
Dynamic Technology Lab
Singapore
– -$292K -7,992 Closed
VWM
143
Valley Wealth Managers
New Jersey
– -$263K -7,205 Closed
BIA
144
Barry Investment Advisors
Massachusetts
– -$259K -7,090 Closed
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
– -$64K -1,758 Closed
EWM
146
Edge Wealth Management
New York
– -$36K -1,000 Closed
CFCI
147
Comprehensive Financial Consultants Institutional
Indiana
– -$26K -760 Closed
MAM
148
Mystic Asset Management
Rhode Island
– -$21K -600 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$18K -500 Closed
CFGS
150
Concourse Financial Group Securities
Alabama
– -$14.6K -402 Closed
3 4 5
6
7

EPI Hedge Fund Activity: Q1 2022 in Review

135 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2022, worth a combined $482M — down 19% from $598M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EPI and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 29 added.

The largest buyer was Citadel Advisors, adding an estimated $3.16M. The largest seller was Jane Street, cutting an estimated $36.6M.

  • 135 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2022, down from 138 in Q4 2021.
  • Funds reported $482M of WisdomTree India Earnings Fund ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 19 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2022 was Citadel Advisors, an estimated $3.16M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2022 was Jane Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2022.