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WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lowe Wealth Advisors
Maryland
$915K +$40.6K +947 +5%
SC
127
Savant Capital
Illinois
$899K -$8.32K -194 -0.9%
SAM
128
Smartleaf Asset Management
Massachusetts
$880K +$867K +20,230 New
RSWM
129
Robertson Stephens Wealth Management
California
$877K -$4.74M -110,490 -85%
SA
130
Sanctuary Advisors
Indiana
$845K +$367K +8,559 +79%
IA
131
Insight Advisors
Pennsylvania
$838K +$822K +19,165 New
VAM
132
Verity Asset Management
North Carolina
$836K +$7.03K +164 +0.9%
OPWM
133
Oxinas Partners Wealth Management
Indiana
$821K +$805K +18,772 New
SG
134
Sharper & Granite
California
$806K -$72K -1,680 -8%
LAM
135
Lifestyle Asset Management
Texas
$798K -$1.12M -26,211 -59%
NA
136
NewEdge Advisors
Louisiana
$796K -$716K -16,693 -48%
CFP
137
Cascade Financial Partners
California
$776K -$179K -4,180 -19%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$772K +$252K +5,883 +50%
Brown Advisory
139
Brown Advisory
Maryland
$755K +$79.5K +1,855 +12%
SM
140
Sweeney & Michel
California
$713K +$740K +17,263 New
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$681K +$214 +5 +0%
PWM
142
Perigon Wealth Management
California
$669K +$107K +2,500 +20%
Creative Planning
143
Creative Planning
Kansas
$659K -$276K -6,429 -30%
AFS
144
AFG Fiduciary Services
Massachusetts
$658K +$259K +6,039 +65%
SPIA
145
Steward Partners Investment Advisory
New York
$648K -$133K -3,096 -17%
SAM
146
Silvercrest Asset Management
New York
$599K
BFF
147
Byrne Financial Freedom
Massachusetts
$593K +$27.9K +651 +5%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$593K -$835K -19,480 -59%
VFA
149
Valeo Financial Advisors
Indiana
$589K +$29K +677 +5%
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$583K -$362K -8,450 -39%

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.