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WisdomTree India Earnings Fund ETF

329 hedge funds and large institutions have $2.1B invested in WisdomTree India Earnings Fund ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $1.24M

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

18% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 100

4.5% more ownership

Funds ownership: 58.11%62.61% (+4.5%)

1% more funds holding

Funds holding: 327329 (+2)

11% less capital invested

Capital invested by funds: $2.36B → $2.1B (-$266M)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.33%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
58
Increased
118
Reduced
100
Closed
47
Calls
$10.6M
Puts
$1.24M
Net Calls
+$9.34M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Basso Capital Management
Connecticut
$792K -$806K -17,000 -49%
SI
152
Sava Infond
Slovenia
$774K +$811K +17,100 New
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$710K -$122K -2,580 -14%
SSWM
154
Strait & Sound Wealth Management
California
$707K +$172K +3,635 +30%
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$706K +$43.3K +913 +6%
IAS
156
Insigneo Advisory Services
Florida
$705K +$33.3K +703 +5%
Belvedere Trading
157
Belvedere Trading
Illinois
$703K +$736K +15,520 New
BCM
158
Barometer Capital Management
Ontario, Canada
$700K +$42.7K +900 +7%
Brown Advisory
159
Brown Advisory
Maryland
$698K -$14.7K -311 -2%
JIR
160
James Investment Research
Ohio
$697K +$68.5K +1,445 +10%
OFS
161
OneAscent Financial Services
Alabama
$689K +$722K +15,219 New
TFM
162
Trademark Financial Management
Minnesota
$650K +$304K +6,408 +81%
SAM
163
Silvercrest Asset Management
New York
$620K
HIA
164
Harbor Investment Advisory
Maryland
$618K -$16.6K -350 -2%
SW
165
SteelPeak Wealth
California
$618K -$280K -5,896 -30%
HCA
166
Harbour Capital Advisors
Virginia
$608K
BWP
167
Baldwin Wealth Partners
Massachusetts
$592K +$364K +7,682 +143%
MC
168
Moors & Cabot
Massachusetts
$589K -$15.4K -324 -2%
CA
169
Clearstead Advisors
Ohio
$588K +$515K +10,857 +510%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$586K -$48.1M -1,014,627 -99%
BFF
171
Byrne Financial Freedom
Massachusetts
$585K +$613K +12,925 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$581K -$27.2K -573 -4%
VFA
173
Valeo Financial Advisors
Indiana
$579K +$22.8K +480 +4%
PG
174
Patten Group
Tennessee
$564K -$61.5K -1,296 -9%
PWM
175
Perigon Wealth Management
California
$563K

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2024, worth a combined $2.1B — down 11% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EPI positions and 47 closed out — a net gain of 11 holders — while 118 added to existing stakes and 100 trimmed.

The largest buyer was Jane Street, adding an estimated $107M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $84.3M sold.

  • 329 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2024, up from 327 in Q3 2024.
  • Funds reported $2.1B of WisdomTree India Earnings Fund ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 58 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2024 and 47 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2024 was Jane Street, an estimated $107M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2024 was Driehaus Capital Management, an estimated $84.3M sold.

Based on aggregated 13F filings for Q4 2024.