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WisdomTree India Earnings Fund ETF

268 hedge funds and large institutions have $1.62B invested in WisdomTree India Earnings Fund ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.27M

0.02% less ownership

Funds ownership: 57.7%57.68% (-0.02%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

9% less funds holding

Funds holding: 293268 (-25)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $1.96B → $1.62B (-$338M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
268
Holders Change
-25
Holders Change %
-8.53%
% of All Funds
3.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
22
Increased
88
Reduced
95
Closed
42
Calls
$11.1M
Puts
$8.27M
Net Calls
+$2.82M
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
151
Blue Zone Wealth Advisors
California
$449K +$461K +10,150 New
BWM
152
BigSur Wealth Management
Florida
$442K
SPC
153
Sigma Planning Corp
Michigan
$428K +$16.4K +361 +4%
DADC
154
D.A. Davidson & Co
Montana
$423K +$434K +9,566 New
MC
155
Moors & Cabot
Massachusetts
$422K -$130K -2,861 -23%
VA
156
VestGen Advisors
Illinois
$416K -$32.4K -713 -7%
MLL
157
Moody Lynn & Lieberson
Massachusetts
$400K
DDC
158
DF Dent & Co
Maryland
$398K
Northern Trust
159
Northern Trust
Illinois
$394K
RCA
160
Riverview Capital Advisers
Massachusetts
$391K
PFM
161
Peak Financial Management
Massachusetts
$391K -$1.14K -25 -0.3%
BFF
162
Byrne Financial Freedom
Massachusetts
$390K -$190K -4,188 -32%
SPIA
163
Steward Partners Investment Advisory
New York
$386K -$374K -8,247 -49%
PFS
164
Prospect Financial Services
New York
$385K -$6.31K -139 -2%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$383K -$7.67K -169 -2%
DT
166
Diversified Trust
Tennessee
$378K
CIAS
167
Capital Investment Advisory Services
North Carolina
$376K
AFP
168
Ausdal Financial Partners
Iowa
$364K +$5.31K +117 +1%
MPW
169
MGO Private Wealth
California
$364K +$16.3K +359 +5%
EWA
170
Exit Wealth Advisors
Georgia
$358K +$368K +8,110 New
GIA
171
GHP Investment Advisors
Colorado
$358K
CFG
172
Cosner Financial Group
Colorado
$357K -$318 -7 -0.1%
SF
173
Summit Financial
New Jersey
$353K -$1.03M -22,782 -74%
HIM
174
Harbour Investment Management
Washington
$346K -$14.2K -313 -4%
PGA
175
Portland Global Advisors
Maine
$329K -$50.8K -1,120 -13%

EPI Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2025, worth a combined $1.62B — down 17% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of EPI and 22 opened new positions — a net loss of 20 holders — while 95 trimmed existing stakes and 88 added.

The largest buyer was Jane Street, adding an estimated $34.6M. The largest seller was Bank of Montreal, cutting an estimated $54.5M.

  • 268 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2025, down from 293 in Q2 2025.
  • Funds reported $1.62B of WisdomTree India Earnings Fund ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 22 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2025 and 42 closed out, a net change of -20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2025 was Jane Street, an estimated $34.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2025 was Bank of Montreal, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2025.