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WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Beacon Financial Advisory
Ohio
$1.03M +$378K +7,661 +60%
Creative Planning
152
Creative Planning
Kansas
$1.02M -$19.2K -390 -2%
LWA
153
Lowe Wealth Advisors
Maryland
$1.02M +$39.9K +809 +4%
PPG
154
Peak Planning Group
Colorado
$1.01M +$310K +6,278 +46%
SG
155
Sharper & Granite
California
$1M -$19.7K -400 -2%
KPWS
156
Kestra Private Wealth Services
Texas
$1M -$18.1K -368 -2%
SW
157
SteelPeak Wealth
California
$986K +$963K +19,537 New
Mariner
158
Mariner
Kansas
$975K +$28.6K +581 +3%
VAM
159
Verity Asset Management
North Carolina
$972K +$4.59K +93 +0.5%
CF
160
Centaurus Financial
California
$944K +$7.25K +147 +0.8%
OIA
161
OneDigital Investment Advisors
Kansas
$942K -$89.7K -1,819 -9%
IFG
162
Independent Financial Group
California
$927K +$337K +6,838 +59%
LMKC
163
L.M. Kohn & Company
Ohio
$925K +$98.6K +2,000 +12%
Bank of Nova Scotia
164
Bank of Nova Scotia
Ontario, Canada
$920K -$423K -8,585 -32%
YIH
165
Y-Intercept (HK)
Hong Kong
$857K +$837K +16,974 New
SPIA
166
Steward Partners Investment Advisory
New York
$852K +$673K +13,639 +421%
SM
167
Sweeney & Michel
California
$836K +$846K +17,156 New
CICC
168
Capital Investment Counsel (Colorado)
Colorado
$810K +$792K +16,054 New
Millennium Management
169
Millennium Management
New York
$802K -$340K -6,896 -30%
SA
170
Sanctuary Advisors
Indiana
$795K +$506K +10,269 +151%
SG Americas Securities
171
SG Americas Securities
New York
$794K -$842K -17,072 -52%
Brown Advisory
172
Brown Advisory
Maryland
$793K +$21.5K +435 +3%
AG
173
Ascent Group
Virginia
$781K -$86.3K -1,750 -10%
CA
174
Calton & Associates
Florida
$758K +$359K +7,271 +94%
IAS
175
Insigneo Advisory Services
Florida
$750K +$75.7K +1,536 +12%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.