We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Penserra Capital Management
California
$7K -$455 -12 -6%
RCM
202
Raleigh Capital Management
North Carolina
$6.27K
GWSG
203
GPS Wealth Strategies Group
Colorado
$6.15K +$5.68K +150 New
PA
204
PSI Advisors
Florida
$5.13K +$4.74K +125 New
RG
205
Retirement Group
California
$4.14K +$985 +26 +35%
GTAM
206
Global Trust Asset Management
Florida
$4.1K +$3.79K +100 New
MSWM
207
McGlone Suttner Wealth Management
Wisconsin
$3.53K +$3.26K +86 New
Barclays
208
Barclays
United Kingdom
$3.4K -$6.44K -170 -67%
HWM
209
HighMark Wealth Management
Minnesota
$2.75K
HR
210
Howe & Rusling
New York
$2.25K +$2.08K +55 New
MFT
211
Moisand Fitzgerald Tamayo
Florida
$2.25K
BFO
212
Biltmore Family Office
North Carolina
$820
VAG
213
VisionPoint Advisory Group
Texas
$574 +$531 +14 New
HI
214
Harbour Investments
Wisconsin
$410 +$379 +10 New
ODG
215
O'Dell Group
Ohio
$205 +$189 +5 New
MD
216
Money Design
Japan
-$17.4M -473,471 Closed
TF
217
Trek Financial
Arizona
-$2.86M -77,678 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
-$736K -19,427 Closed
Millennium Management
219
Millennium Management
New York
-$513K -13,967 Closed
Jane Street
220
Jane Street
New York
-$382K -10,400 Closed
TSS
221
Two Sigma Securities
New York
-$364K -9,891 Closed
Manulife (Manufacturers Life Insurance)
222
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$263K -7,160 Closed
OFS
223
OneAscent Financial Services
Alabama
-$242K -6,587 Closed

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.