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WisdomTree India Earnings Fund ETF

132 hedge funds and large institutions have $372M invested in WisdomTree India Earnings Fund ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $4.4M | Put options by funds: $1.22M

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $387M → $372M (-$15.4M)

2% less funds holding

Funds holding: 135132 (-3)

5.22% less ownership

Funds ownership: 52.25%47.03% (-5.2%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
45
Reduced
27
Closed
15
Calls
$4.4M
Puts
$1.22M
Net Calls
+$3.18M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$48.4M +$905K +28,118 +2%
BlackRock
2
BlackRock
New York
$48.2M -$9.62M -298,919 -16%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M +$924K +28,720 +3%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$24.8M -$5.95M -184,737 -19%
MD
5
Money Design
Japan
$17.3M +$1.02M +31,575 +6%
MRC
6
Millburn Ridgefield Corp
New York
$14.2M +$1.68M +52,185 +13%
CCA
7
Catalyst Capital Advisors
New York
$14.2M +$1.68M +52,125 +13%
MIH
8
Meitav Investment House
Israel
$13.5M +$85.3K +2,650 +0.7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$8.79M -$3.02M -93,828 -25%
Ameriprise
10
Ameriprise
Minnesota
$7.23M +$79.4K +2,468 +1%
RC
11
Randolph Company
Ohio
$6.82M +$6.96M +216,374 New
MG
12
Meditor Group
Bermuda
$6.74M
NVCHI
13
New Vernon Capital Holdings II
New Jersey
$5.91M +$898K +27,900 +17%
HighTower Advisors
14
HighTower Advisors
Illinois
$5.87M -$198K -6,143 -3%
Jane Street
15
Jane Street
New York
$5.73M +$5.84M +181,578 New
MMA
16
Miracle Mile Advisors
California
$5.64M +$803K +24,954 +16%
SG Americas Securities
17
SG Americas Securities
New York
$5.28M +$518K +16,100 +11%
Amundi
18
Amundi
France
$5.24M
CS
19
Credit Suisse
Switzerland
$4.9M -$301K -9,344 -6%
Wells Fargo
20
Wells Fargo
California
$4.49M +$958K +29,769 +26%
Bank of America
21
Bank of America
North Carolina
$4.3M +$896K +27,837 +26%
YAVAPFMC
22
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.84M
UBS Group
23
UBS Group
Switzerland
$3.55M +$553K +17,184 +18%
SWIG
24
Strategic Wealth Investment Group
Kentucky
$3.4M +$263K +8,156 +8%
LPL Financial
25
LPL Financial
California
$3.4M -$1.4M -43,491 -29%

EPI Hedge Fund Activity: Q1 2023 in Review

132 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2023, worth a combined $372M — down 4% from $387M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 12 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 45 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $6.96M. The largest seller was BlackRock, cutting an estimated $9.62M.

  • 132 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2023, down from 135 in Q4 2022.
  • Funds reported $372M of WisdomTree India Earnings Fund ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 12 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2023 and 15 closed out, a net change of -3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2023 was Randolph Company, an estimated $6.96M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2023 was BlackRock, an estimated $9.62M sold.

Based on aggregated 13F filings for Q1 2023.