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WisdomTree India Earnings Fund ETF
EPI

151 hedge funds and large institutions have $457M invested in WisdomTree India Earnings Fund ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

111% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.07M

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $372M → $457M (+$85.6M)

14% more funds holding

Funds holding: 132 → 151 (+19)

2.01% more ownership

Funds ownership: 47.03% → 49.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
151
Holders Change
+19
Holders Change %
+14.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
45
Reduced
33
Closed
10
Calls
$2.26M
Puts
$1.07M
Net Calls
+$1.19M
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
2
MMA
Miracle Mile Advisors
California
+$12.4M
3
BlackRock
BlackRock
New York
+$6.97M
4
BSG
Black Swift Group
Colorado
+$5.39M
5
MIH
Meitav Investment House
Israel
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.8M
2
Jane Street
Jane Street
New York
-$5.73M
3
CS
Credit Suisse
Switzerland
-$3.81M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.5M
5
MG
Meditor Group
Bermuda
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$22K – – –
SA
127
SRH Advisors
Kansas
$17.8K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$17.3K -$25.1K -759 -60%
FHA
129
First Horizon Advisors
Tennessee
$16.9K – – –
AA
130
AlphaMark Advisors
Kentucky
$16K – – –
HCP
131
Hexagon Capital Partners
Arkansas
$13.3K -$663 -20 -5%
SPIA
132
Steward Partners Investment Advisory
New York
$12.9K – – –
PTC
133
Private Trust Company
Ohio
$10.8K -$160K -4,823 -94%
HCM
134
Hollencrest Capital Management
California
$9.57K – – –
FWM
135
Focused Wealth Management
New York
$9.22K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$8.98K +$7.49K +226 +706%
FIA
137
FNY Investment Advisers
New York
$8K -$25.5K -769 -76%
KLWA
138
Kelly Lawrence W & Associates
California
$7.59K – – –
Barclays
139
Barclays
United Kingdom
$6.09K – – –
SWM
140
Spire Wealth Management
Virginia
$5.92K – – –
WP
141
WealthPLAN Partners
Nebraska
$5.78K – – –
RCM
142
Raleigh Capital Management
North Carolina
$5.32K – – –
AF
143
Allworth Financial
California
$4.87K +$4.64K +140 New
RG
144
Retirement Group
California
$2.61K – – –
HWM
145
HighMark Wealth Management
Minnesota
$2.33K – – –
Simplex Trading
146
Simplex Trading
Illinois
$1K +$1.62K +49 New
BFO
147
Biltmore Family Office
North Carolina
$696 +$663 +20 New
PA
148
Parallel Advisors
California
$621 – – –
VAG
149
VisionPoint Advisory Group
Texas
$487 +$464 +14 New
ODG
150
O'Dell Group
Ohio
$174 +$166 +5 New
3 4 5
6
7

EPI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2023, worth a combined $457M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 10 closed out — a net gain of 19 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $24.8M sold.

  • 151 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2023, up from 132 in Q1 2023.
  • Funds reported $457M of WisdomTree India Earnings Fund ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2023 was Wellington Management Group, an estimated $26M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2023 was William Blair Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.