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WisdomTree India Earnings Fund ETF
EPI

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

30% more funds holding

Funds holding: 215 → 280 (+65)

7.28% more ownership

Funds ownership: 52.14% → 59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$207M
2
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$66.9M
3
MIH
Meitav Investment House
Israel
+$51.1M
4
Bank of America
Bank of America
North Carolina
+$34.6M
5
OMC
Old Mission Capital
Illinois
+$31.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$75.1M
2
DCM
Driehaus Capital Management
Illinois
-$16M
3
Renaissance Technologies
Renaissance Technologies
New York
-$12.9M
4
HighTower Advisors
HighTower Advisors
Illinois
-$11.4M
5
MMA
Miracle Mile Advisors
California
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$477K +$217K +5,053 +90%
PA
152
PFG Advisors
Arizona
$468K +$462K +10,750 New
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$461K +$455K +10,585 New
WC
154
Westwind Capital
New Mexico
$453K +$8.64K +201 +2%
Twin Tree Management
155
Twin Tree Management
Texas
$452K +$446K +10,387 New
PG
156
Patten Group
Tennessee
$442K +$91.9K +2,138 +27%
IAS
157
Insigneo Advisory Services
Florida
$439K +$433K +10,079 New
CIBC World Market
158
CIBC World Market
Ontario, Canada
$439K -$604K -14,062 -58%
PCS
159
Personal CFO Solutions
New Jersey
$437K +$132K +3,071 +44%
PSCM
160
Per Stirling Capital Management
Texas
$429K -$432K -10,049 -50%
IWM
161
IHT Wealth Management
Illinois
$426K -$73.8K -1,717 -15%
LPAM
162
Lodestar Private Asset Management
California
$423K +$417K +9,703 New
BFA
163
Beaumont Financial Advisors
Massachusetts
$416K +$410K +9,551 New
TSS
164
Two Sigma Securities
New York
$412K +$407K +9,466 New
GIA
165
GHP Investment Advisors
Colorado
$401K – – –
JIR
166
James Investment Research
Ohio
$399K +$45.4K +1,057 +13%
CA
167
Crewe Advisors
Utah
$399K +$393K +9,150 New
MLL
168
Moody Lynn & Lieberson
Massachusetts
$396K – – –
DDC
169
DF Dent & Co
Maryland
$392K – – –
SWP
170
Stratos Wealth Partners
Ohio
$390K +$385K +8,958 New
PFM
171
Peak Financial Management
Massachusetts
$384K +$162K +3,763 +74%
IP
172
Ignite Planners
California
$383K +$81.4K +1,894 +28%
DT
173
Diversified Trust
Tennessee
$373K – – –
CFG
174
Cosner Financial Group
Colorado
$372K +$859 +20 +0.2%
HIM
175
Hanlon Investment Management
New Jersey
$367K +$362K +8,425 New
5 6
7
8 9

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.