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WisdomTree India Earnings Fund ETF
EPI

132 hedge funds and large institutions have $372M invested in WisdomTree India Earnings Fund ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $1.22M

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $387M → $372M (-$15.4M)

2% less funds holding

Funds holding: 135 → 132 (-3)

5.22% less ownership

Funds ownership: 52.25% → 47.03% (-5.2%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
45
Reduced
27
Closed
15
Calls
$4.4M
Puts
$1.22M
Net Calls
+$3.18M
Net Calls Change
+$102K

Top Buyers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
+$6.96M
2
Jane Street
Jane Street
New York
+$5.84M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.55M
4
Millennium Management
Millennium Management
New York
+$2.04M
5
MRC
Millburn Ridgefield Corp
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.62M
2
DCM
Discovery Capital Management
Connecticut
-$7.95M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$5.95M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.11M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
126
Raleigh Capital Management
North Carolina
$4.83K – – –
AAS
127
Ameritas Advisory Services
Nebraska
$2.26K +$2.25K +70 New
HWM
128
HighMark Wealth Management
Minnesota
$2.11K – – –
RG
129
Retirement Group
California
$2K – – –
FCA
130
Fortis Capital Advisors
Kansas
$1.42K -$32.2K -1,000 -96%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.01K +$1.03K +32 New
PA
132
Parallel Advisors
California
$562 – – –
DCM
133
Discovery Capital Management
Connecticut
– -$7.95M -243,900 Closed
Russell Investments Group
134
Russell Investments Group
United Kingdom
– -$5.11M -156,729 Closed
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
– -$1.18M -36,267 Closed
AWA
136
Arete Wealth Advisors
Illinois
– -$2K -20,000 Closed
OIA
137
OneDigital Investment Advisors
Kansas
– -$582K -17,853 Closed
MFG
138
Merit Financial Group
Georgia
– -$302K -9,270 Closed
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
– -$299K -9,185 Closed
TSS
140
Two Sigma Securities
New York
– -$247K -7,565 Closed
EE
141
EWG Elevate
California
– -$154K -4,721 Closed
Allianz Asset Management
142
Allianz Asset Management
Germany
– -$140K -4,300 Closed
FIM
143
FWL Investment Management
Texas
– -$11.7K -359 Closed
HT
144
Headlands Technologies
Illinois
– -$7K -209 Closed
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
– -$4.89K -150 Closed
TC
146
Truvestments Capital
Florida
– -$2.83K -87 Closed
RIA
147
Realta Investment Advisors
Delaware
– -$2.12K -65 Closed
2 3 4 5
6

EPI Hedge Fund Activity: Q1 2023 in Review

132 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2023, worth a combined $372M — down 4% from $387M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 12 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 45 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9.62M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2023, down from 135 in Q4 2022.
  • Funds reported $372M of WisdomTree India Earnings Fund ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 12 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2023 and 15 closed out, a net change of -3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2023 was Randolph Company, an estimated $6.96M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2023 was BlackRock, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2023.