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WisdomTree India Earnings Fund ETF

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: 57 (+2)

30% more funds holding

Funds holding: 215280 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
176
Financial Advocates Investment Management
Washington
$367K +$109K +2,545 +43%
KTA
177
Keeley-Teton Advisors
Illinois
$358K
AAS
178
Avantax Advisory Services
Texas
$353K +$348K +8,107 New
Northern Trust
179
Northern Trust
Illinois
$344K
FCA
180
FinTrust Capital Advisors
South Carolina
$339K
KBFS
181
Kohmann Bosshard Financial Services
Ohio
$339K
WPC
182
Wedmont Private Capital
Pennsylvania
$336K +$322K +7,492 New
GIA
183
Gladstone Institutional Advisory
Florida
$334K +$330K +7,675 New
UB
184
UMB Bank
Missouri
$324K +$101K +2,341 +46%
SPC
185
Sigma Planning Corp
Michigan
$320K +$316K +7,352 New
AWM
186
Avaii Wealth Management
Wisconsin
$317K +$313K +7,280 New
RWA
187
Redhawk Wealth Advisors
Minnesota
$303K -$1.61M -37,570 -84%
PFA
188
Pettinga Financial Advisors
Indiana
$303K -$2.15K -50 -0.7%
Squarepoint
189
Squarepoint
New York
$302K +$298K +6,928 New
CA
190
Calton & Associates
Florida
$298K +$294K +6,845 New
FIM
191
Freedom Investment Management
Connecticut
$274K +$270K +6,279 New
WS
192
Wedbush Securities
California
$266K +$262K +6,103 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$261K -$9.49K -221 -4%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$257K
AWM
195
Axxcess Wealth Management
California
$253K +$250K +5,809 New
GS
196
GTS Securities
New York
$250K +$247K +5,750 New
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$249K +$246K +5,716 New
AF
198
Allworth Financial
California
$245K -$229K -5,339 -49%
OFS
199
OneAscent Financial Services
Alabama
$242K +$239K +5,555 New
EP
200
Edgestream Partners
New Jersey
$239K +$236K +5,490 New

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.