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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
AFP
176
Ausdal Financial Partners
Iowa
$554K +$44.1K +931 +8%
GWP
177
Gateway Wealth Partners
Wisconsin
$547K +$39.9K +842 +7%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$538K +$186K +3,923 +49%
KWA
179
Kingswood Wealth Advisors
California
$533K +$326K +6,867 +140%
GSEP
180
Golden State Equity Partners
California
$530K +$555K +11,711 New
CA
181
Crewe Advisors
Utah
$517K
FI
182
Finivi Inc
Massachusetts
$516K -$1.41M -29,706 -72%
PS
183
Principal Securities
Iowa
$513K +$125K +2,639 +30%
EWM
184
Executive Wealth Management
Michigan
$508K +$283K +5,973 +114%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$500K -$16.4K -345 -3%
PSCM
186
Per Stirling Capital Management
Texas
$471K -$2.12M -44,710 -81%
SA
187
Sanctuary Advisors
Indiana
$469K -$298K -6,285 -37%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$467K +$489K +10,318 New
DCM
189
DGS Capital Management
New Jersey
$461K
OBWG
190
Onyx Bridge Wealth Group
New York
$460K -$505K -10,648 -51%
CG
191
Caprock Group
Idaho
$454K +$475K +10,026 New
BWM
192
BigSur Wealth Management
Florida
$453K +$474K +10,000 New
PCS
193
Personal CFO Solutions
New Jersey
$438K
ITB
194
Idaho Trust Bank
Idaho
$430K -$34.8K -734 -7%
PFS
195
Prospect Financial Services
New York
$428K +$43.3K +914 +11%
SPC
196
Sigma Planning Corp
Michigan
$424K +$15.1K +318 +4%
Loomis, Sayles & Company
197
Loomis, Sayles & Company
Massachusetts
$418K +$51.9K +1,095 +13%
GIA
198
GHP Investment Advisors
Colorado
$417K
MLL
199
Moody Lynn & Lieberson
Massachusetts
$412K
DDC
200
DF Dent & Co
Maryland
$407K

EPI Hedge Fund Activity: Q4 2024 in Review

329 of the 7,593 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.