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WisdomTree India Earnings Fund ETF
EPI

127 hedge funds and large institutions have $342M invested in WisdomTree India Earnings Fund ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.64M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.65M)

2.94% less ownership

Funds ownership: 53.41% → 50.46% (-2.9%)

4% less funds holding

Funds holding: 132 → 127 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
47
Closed
15
Calls
$2.6M
Puts
$1.64M
Net Calls
+$959K
Net Calls Change
-$1.6M

Top Buyers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
+$8.7M
2
NVCHI
New Vernon Capital Holdings II
New Jersey
+$4.78M
3
BlackRock
BlackRock
New York
+$4.13M
4
Citigroup
Citigroup
New York
+$3.51M
5
MD
Money Design
Japan
+$2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18.9M
2
Jane Street
Jane Street
New York
-$5.74M
3
ARC
Advisor Resource Council
Texas
-$5.51M
4
GC
Globeflex Capital
California
-$3.81M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$478 -$44.5K -1,400 -9%
ARC
127
Advisor Resource Council
Texas
– -$5.51M -185,752 Closed
GC
128
Globeflex Capital
California
– -$3.81M -128,425 Closed
SFS
129
Sowell Financial Services
Arkansas
– -$1.49M -39,075 Closed
Marshall Wace
130
Marshall Wace
United Kingdom
– -$335K -11,300 Closed
CPA
131
Cardiff Park Advisors
California
– -$261K -8,800 Closed
AllianceBernstein
132
AllianceBernstein
Tennessee
– -$229K -7,710 Closed
BHB
133
Bank Hapoalim BM
Israel
– -$213K -7,175 Closed
SWM
134
SeaCrest Wealth Management
New York
– -$35K -1,170 Closed
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
– -$15K -500 Closed
AW
136
ACG Wealth
Georgia
– -$12K -400 Closed
CA
137
Clearstead Advisors
Ohio
– -$5K -174 Closed
VVP
138
Venture Visionary Partners
Ohio
– -$2.34K -79 Closed
AF
139
Allworth Financial
California
– -$2K -74 Closed
PFGIA
140
Patriot Financial Group Insurance Agency
Massachusetts
– -$2K -67 Closed
CP
141
Castleview Partners
Texas
– -$1.98K -43 Closed
2 3 4 5
6

EPI Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2022, worth a combined $342M — down 1.9% from $348M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 11 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 29 added.

The largest buyer was Meitav Investment House, adding an estimated $8.7M. The largest seller was Ameriprise, cutting an estimated $18.9M.

  • 127 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $342M of WisdomTree India Earnings Fund ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2022 and 15 closed out, a net change of -4 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2022 was Meitav Investment House, an estimated $8.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2022 was Ameriprise, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.