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WisdomTree India Earnings Fund ETF

151 hedge funds and large institutions have $457M invested in WisdomTree India Earnings Fund ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

111% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.07M

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

23% more capital invested

Capital invested by funds: $372M → $457M (+$85.6M)

14% more funds holding

Funds holding: 132151 (+19)

2.01% more ownership

Funds ownership: 47.03%49.04% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
151
Holders Change
+19
Holders Change %
+14.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
45
Reduced
33
Closed
10
Calls
$2.26M
Puts
$1.07M
Net Calls
+$1.19M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.5M +$6.97M +210,446 +14%
DCM
2
Driehaus Capital Management
Illinois
$54.1M +$689K +20,784 +1%
Morgan Stanley
3
Morgan Stanley
New York
$35.5M -$1.88M -56,889 -5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28.3M +$26M +785,946 +2,878%
MD
5
Money Design
Japan
$19.6M +$537K +16,216 +3%
MIH
6
Meitav Investment House
Israel
$19.6M +$5.34M +161,238 +40%
MMA
7
Miracle Mile Advisors
California
$19.3M +$12.4M +375,037 +210%
MRC
8
Millburn Ridgefield Corp
New York
$15.4M -$250K -7,553 -2%
CCA
9
Catalyst Capital Advisors
New York
$15.4M -$256K -7,733 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$9.55M -$137K -4,148 -1%
Ameriprise
11
Ameriprise
Minnesota
$8.39M +$396K +11,943 +5%
RC
12
Randolph Company
Ohio
$7.52M -$11.1K -336 -0.2%
NVCHI
13
New Vernon Capital Holdings II
New Jersey
$7.35M +$785K +23,700 +13%
Wells Fargo
14
Wells Fargo
California
$7.1M +$2.04M +61,617 +43%
LPL Financial
15
LPL Financial
California
$6.99M +$3.09M +93,114 +86%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.88M +$390K +11,774 +6%
Amundi
17
Amundi
France
$5.94M +$162K +4,900 +3%
Bank of America
18
Bank of America
North Carolina
$5.81M +$1.02M +30,850 +23%
BSG
19
Black Swift Group
Colorado
$5.67M +$5.39M +162,800 New
MG
20
Meditor Group
Bermuda
$5.28M -$2.05M -62,000 -29%
Citigroup
21
Citigroup
New York
$4.98M +$1.44M +43,363 +43%
SG Americas Securities
22
SG Americas Securities
New York
$4.85M -$928K -28,000 -17%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.63M +$1.47M +44,255 +50%
Millennium Management
24
Millennium Management
New York
$4.5M +$1.91M +57,729 +81%
YAVAPFMC
25
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$4.24M

EPI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2023, worth a combined $457M — up 23% from $372M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 10 closed out — a net gain of 19 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $24.8M sold.

  • 151 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2023, up from 132 in Q1 2023.
  • Funds reported $457M of WisdomTree India Earnings Fund ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2023 and 10 closed out, a net change of +19 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2023 was Wellington Management Group, an estimated $26M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2023 was William Blair Investment Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.