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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
BFA
201
Beaumont Financial Advisors
Massachusetts
$406K +$115K +2,430 +37%
AFS
202
AFG Fiduciary Services
Massachusetts
$406K +$438K +9,233 New
Arrowstreet Capital
203
Arrowstreet Capital
Massachusetts
$403K -$14.3M -300,854 -97%
PFM
204
Peak Financial Management
Massachusetts
$403K -$29.4K -620 -7%
DT
205
Diversified Trust
Tennessee
$388K
WWM
206
Western Wealth Management
Colorado
$381K +$134K +2,833 +51%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$381K +$399K +8,411 New
CFG
208
Cosner Financial Group
Colorado
$374K +$4.46K +94 +1%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$370K -$2.28K -48 -0.6%
FAIM
210
Financial Advocates Investment Management
Washington
$367K -$22.3K -471 -5%
DFA
211
DHK Financial Advisors
New Hampshire
$363K +$996 +21 +0.3%
Northern Trust
212
Northern Trust
Illinois
$358K
CA
213
Calton & Associates
Florida
$352K -$343K -7,229 -48%
HW
214
Hamilton Wealth
California
$348K -$3.57M -75,182 -91%
UB
215
UMB Bank
Missouri
$337K
HIM
216
Harbour Investment Management
Washington
$332K
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$329K +$104K +2,187 +43%
AFG
218
Atomi Financial Group
New York
$328K +$344K +7,250 New
SWP
219
Stratos Wealth Partners
Ohio
$321K +$30.2K +636 +10%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$313K -$150K -3,158 -31%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$313K -$1.56K -33 -0.5%
AI
222
Atria Investments
North Carolina
$311K +$326K +6,866 New
Asset Management One
223
Asset Management One
Japan
$308K +$320K +6,748 New
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$308K -$46.7K -984 -13%
HIM
225
Hanlon Investment Management
New Jersey
$303K +$317K +6,686 New

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.