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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$270M +$51.3M +1,866,108 +22%
CI
2
Clal Insurance
Israel
$136M +$186K +6,780 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$114M +$14.2M +515,635 +13%
IG
4
ING Group
Netherlands
$57.6M
UBS Group
5
UBS Group
Switzerland
$43.2M -$1.36M -49,415 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$33.8M +$1.73M +62,886 +5%
CCM
7
Causeway Capital Management
California
$30.2M -$30.6M -1,112,879 -49%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$25.4M +$12.5M +454,076 +88%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$23.3M +$439K +15,954 +2%
Wells Fargo
10
Wells Fargo
California
$20.8M -$14.1M -511,832 -39%
Ameriprise
11
Ameriprise
Minnesota
$20.4M +$9.93M +360,888 +86%
Citigroup
12
Citigroup
New York
$18.1M -$1.18M -42,960 -6%
Bank of America
13
Bank of America
North Carolina
$17M -$3.39M -123,091 -16%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$16.6M -$48.8K -1,775 -0.3%
SG Americas Securities
15
SG Americas Securities
New York
$16.5M +$11.4M +414,784 +192%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$16.2M +$796K +28,936 +5%
RBA
17
Richard Bernstein Advisors
New York
$16M
GC
18
Globeflex Capital
California
$15.6M +$636K +23,131 +4%
CS
19
Credit Suisse
Switzerland
$15.4M +$14.3M +519,314 +778%
BIA
20
Barry Investment Advisors
Massachusetts
$12.6M -$51.4K -1,869 -0.4%
USAA
21
United Services Automobile Association
Texas
$11.9M -$28.9M -1,051,421 -70%
CCA
22
Catalyst Capital Advisors
New York
$11.8M +$599K +21,786 +5%
MRC
23
Millburn Ridgefield Corp
New York
$11.8M +$599K +21,786 +5%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$10.7M -$5.82M -211,516 -34%
MG
25
Meditor Group
Bermuda
$10.5M

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.