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WisdomTree India Earnings Fund ETF
EPI

135 hedge funds and large institutions have $387M invested in WisdomTree India Earnings Fund ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $1.02M

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $342M → $387M (+$45.2M)

6% more funds holding

Funds holding: 127 → 135 (+8)

1.78% more ownership

Funds ownership: 50.46% → 52.25% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
29
Closed
15
Calls
$4.1M
Puts
$1.02M
Net Calls
+$3.08M
Net Calls Change
+$2.12M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$31.4M
2
DCM
Discovery Capital Management
Connecticut
+$7.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.23M
4
Morgan Stanley
Morgan Stanley
New York
+$5.46M
5
MMA
Miracle Mile Advisors
California
+$4.99M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.92M
3
MIH
Meitav Investment House
Israel
-$5.22M
4
Citigroup
Citigroup
New York
-$2.4M
5
MD
Money Design
Japan
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$59.5M -$829K -25,585 -1%
DCM
2
Driehaus Capital Management
Illinois
$49.1M – – –
Morgan Stanley
3
Morgan Stanley
New York
$34.1M +$5.46M +168,521 +19%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$31.6M +$31.4M +970,000 New
MD
5
Money Design
Japan
$16.8M -$1.99M -61,439 -11%
MIH
6
Meitav Investment House
Israel
$13.1M -$5.22M -161,238 -29%
MRC
7
Millburn Ridgefield Corp
New York
$13M +$807K +24,902 +7%
CCA
8
Catalyst Capital Advisors
New York
$13M +$807K +24,891 +7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$12.1M +$741K +22,879 +7%
DCM
10
Discovery Capital Management
Connecticut
$7.95M +$7.9M +243,900 New
Ameriprise
11
Ameriprise
Minnesota
$7.39M +$806K +24,869 +12%
MG
12
Meditor Group
Bermuda
$6.97M – – –
HighTower Advisors
13
HighTower Advisors
Illinois
$6.27M +$6.23M +192,381 New
Amundi
14
Amundi
France
$5.49M +$881K +27,200 +20%
CS
15
Credit Suisse
Switzerland
$5.37M -$621K -19,172 -10%
NVCHI
16
New Vernon Capital Holdings II
New Jersey
$5.2M – – –
Russell Investments Group
17
Russell Investments Group
United Kingdom
$5.11M -$619K -19,106 -11%
MMA
18
Miracle Mile Advisors
California
$5.02M +$4.99M +153,973 New
LPL Financial
19
LPL Financial
California
$4.93M +$601K +18,535 +14%
SG Americas Securities
20
SG Americas Securities
New York
$4.93M – – –
YAVAPFMC
21
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.02M – – –
Wells Fargo
22
Wells Fargo
California
$3.67M -$1.09M -33,619 -23%
Bank of America
23
Bank of America
North Carolina
$3.53M +$73.8K +2,279 +2%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$3.34M +$4.05K +125 +0.1%
UBS Group
25
UBS Group
Switzerland
$3.11M +$121K +3,738 +4%
1
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EPI Hedge Fund Activity: Q4 2022 in Review

135 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2022, worth a combined $387M — up 13% from $342M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EPI positions and 15 closed out — a net gain of 10 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $31.4M. The largest seller was Jane Street, exiting entirely with an estimated $12.3M sold.

  • 135 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $387M of WisdomTree India Earnings Fund ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2022 was William Blair Investment Management, an estimated $31.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2022 was Jane Street, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2022.