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WisdomTree India Earnings Fund ETF

132 hedge funds and large institutions have $348M invested in WisdomTree India Earnings Fund ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.98% less ownership

Funds ownership: 54.39%53.41% (-0.98%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 135132 (-3)

28% less capital invested

Capital invested by funds: $482M → $348M (-$134M)

30% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 46

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
32
Reduced
46
Closed
17
Calls
$2.56M
Puts
Net Calls
+$2.56M
Net Calls Change
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.1M -$17.6M -518,127 -23%
DCM
2
Driehaus Capital Management
Illinois
$44.7M -$8.57M -251,579 -14%
Morgan Stanley
3
Morgan Stanley
New York
$27.4M -$409K -12,012 -1%
Ameriprise
4
Ameriprise
Minnesota
$23.6M +$5.34M +156,884 +25%
Jane Street
5
Jane Street
New York
$17.3M -$10.8M -318,159 -35%
MD
6
Money Design
Japan
$15.3M +$520K +15,273 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$10.8M -$3.97M -116,448 -24%
MRC
8
Millburn Ridgefield Corp
New York
$9.71M +$2.93M +86,026 +36%
CCA
9
Catalyst Capital Advisors
New York
$9.71M +$2.93M +85,979 +36%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.22M -$927K -27,211 -8%
MIH
11
Meitav Investment House
Israel
$8.57M
CS
12
Credit Suisse
Switzerland
$6.88M +$1.11M +32,495 +16%
MG
13
Meditor Group
Bermuda
$6.34M
Russell Investments Group
14
Russell Investments Group
United Kingdom
$6.18M -$190K -5,570 -3%
Amundi
15
Amundi
France
$5.81M -$1.09M -31,900 -14%
ARC
16
Advisor Resource Council
Texas
$5.51M +$4.92M +144,403 +349%
H6H
17
Hightower 6M Holding
Kansas
$5.4M +$94K +2,761 +2%
KCM
18
Karp Capital Management
California
$5.33M +$6.12M +179,605 New
JP Morgan Chase
19
JP Morgan Chase
New York
$4.94M +$415K +12,188 +8%
SG Americas Securities
20
SG Americas Securities
New York
$4.48M +$341K +10,000 +7%
LPL Financial
21
LPL Financial
California
$3.87M +$1.25M +36,728 +39%
GC
22
Globeflex Capital
California
$3.81M -$998K -29,309 -19%
Bank of America
23
Bank of America
North Carolina
$3.79M -$584K -17,136 -12%
YAVAPFMC
24
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.6M
Wells Fargo
25
Wells Fargo
California
$3.55M -$1.55M -45,406 -27%

EPI Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2022, worth a combined $348M — down 28% from $482M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EPI and 16 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 32 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $6.12M. The largest seller was BlackRock, cutting an estimated $17.6M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2022, down from 135 in Q1 2022.
  • Funds reported $348M of WisdomTree India Earnings Fund ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2022 and 17 closed out, a net change of -1 holder.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2022 was Karp Capital Management, an estimated $6.12M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2022 was BlackRock, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2022.