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WisdomTree India Earnings Fund ETF
EPI

170 hedge funds and large institutions have $1.02B invested in WisdomTree India Earnings Fund ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

0% more funds holding

Funds holding: 170 → 170 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.54% less ownership

Funds ownership: 66.38% → 65.84% (-0.54%)

6% less capital invested

Capital invested by funds: $1.08B → $1.02B (-$61.5M)

23% less call options, than puts

Call options by funds: $79.4M | Put options by funds: $104M

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
170
Holders Change
–
Holders Change %
0%
% of All Funds
3.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
20
Increased
63
Reduced
49
Closed
20
Calls
$79.4M
Puts
$104M
Net Calls
-$24.2M
Net Calls Change
+$34.7M

Top Buyers

Rank Fund Capital Flow
1
CCM
Causeway Capital Management
California
+$32.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.3M
4
DCM
Discovery Capital Management
Connecticut
+$14.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
-$104M
2
USAA
United Services Automobile Association
Texas
-$8.7M
3
Northern Trust
Northern Trust
Illinois
-$6.91M
4
N
Natixis
France
-$5.98M
5
BlackRock
BlackRock
New York
-$5.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$13K +$416 +16 +3%
NFG
152
Next Financial Group
Texas
$13K +$13.5K +520 New
TPWA
153
TRUE Private Wealth Advisors
Oregon
$12.2K +$13.2K +506 New
RWML
154
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.1K – – –
FGAM
155
Financial Gravity Asset Management
Texas
$11K +$1.27K +49 +10%
UBS AM
156
UBS AM
Illinois
$10.3K – – –
ASN
157
Advisory Services Network
Georgia
$9K -$11.1K -425 -54%
MC
158
Martin Currie
United Kingdom
$8K -$4.75M -182,606 -100%
SFG
159
SevenBridge Financial Group
Pennsylvania
$7K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.42K +285 New
LA
161
Legacy Advisors
Pennsylvania
$5K – – –
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
WA
163
WP Advisors
California
$4K – – –
BWP
164
Baldwin Wealth Partners
Massachusetts
$4K +$4.74K +182 New
GI
165
Gradient Investments
Minnesota
$2K – – –
ML
166
McAdam LLC
Pennsylvania
$2K – – –
OGC
167
Oak Grove Capital
New Hampshire
$2K – – –
VFA
168
Valeo Financial Advisors
Indiana
$2K – – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.01K +39 +139%
SWP
170
Stratos Wealth Partners
Ohio
$1K +$1.09K +42 New
US Bancorp
171
US Bancorp
Minnesota
$1K +$1.51K +58 New
CI
172
Clal Insurance
Israel
– -$104M -4,149,823 Closed
USAA
173
United Services Automobile Association
Texas
– -$8.7M -345,567 Closed
NVCHI
174
New Vernon Capital Holdings II
New Jersey
– -$2.38M -94,746 Closed
Citadel Advisors
175
Citadel Advisors
Florida
– -$1.76M -67,454 Closed
4 5 6
7
8

EPI Hedge Fund Activity: Q3 2018 in Review

170 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2018, worth a combined $1.02B — down 5.7% from $1.08B a quarter earlier.

Fund positioning in EPI was balanced in Q3 2018: 20 funds opened new positions, 20 closed out, 63 added to existing stakes and 49 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $32.4M. The largest seller was Clal Insurance, exiting entirely with an estimated $104M sold.

  • 170 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $1.02B of WisdomTree India Earnings Fund ETF stock for Q3 2018, down 5.7% quarter-over-quarter.
  • 20 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2018 and 20 closed out, a net change of 0 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2018 was Causeway Capital Management, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2018 was Clal Insurance, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2018.