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WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$325K
PG
202
Patten Group
Tennessee
$323K -$218K -5,073 -41%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$307K +$5.19K +121 +2%
IA
204
IFP Advisors
Florida
$303K +$232K +5,399 +351%
RRWA
205
Rainey & Randall Wealth Advisors
Florida
$300K +$40.9K +953 +16%
CA
206
Clearstead Advisors
Ohio
$300K -$263K -6,129 -47%
DAS
207
Dynamic Advisor Solutions
Arizona
$299K +$293K +6,837 New
AFP
208
Ausdal Financial Partners
Iowa
$295K -$236K -5,494 -45%
TSWM
209
Tyler-Stone Wealth Management
Ohio
$294K +$41.9K +976 +17%
Asset Management One
210
Asset Management One
Japan
$292K -$2.62K -61 -0.9%
CAM
211
Cresset Asset Management
Illinois
$291K +$285K +6,658 New
CA
212
Crewe Advisors
Utah
$291K -$205K -4,781 -42%
AWM
213
Alterna Wealth Management
Texas
$284K
PFA
214
Pettinga Financial Advisors
Indiana
$278K -$8.58K -200 -3%
SMC
215
Smith, Moore & Co
Missouri
$273K +$268K +6,249 New
GVAG
216
Great Valley Advisor Group
Delaware
$273K -$8.66M -202,079 -97%
AssetMark Inc
217
AssetMark Inc
California
$269K -$32.8M -765,386 -99%
KBFS
218
Kohmann Bosshard Financial Services
Ohio
$253K -$42.9K -1,000 -15%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$250K
PA
220
Procyon Advisors
Connecticut
$247K +$4.29K +100 +2%
DCM
221
DGS Capital Management
New Jersey
$238K -$203K -4,726 -46%
DF
222
Dunhill Financial
United Kingdom
$238K
CIBC World Market
223
CIBC World Market
Ontario, Canada
$230K +$13.7K +320 +6%
SI
224
Sava Infond
Slovenia
$219K -$519K -12,100 -71%
FIM
225
FWL Investment Management
Texas
$217K +$19.6K +457 +10%

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.