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WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$184M +$97.7M +2,577,917 +135%
DCM
2
Driehaus Capital Management
Illinois
$79M
BlackRock
3
BlackRock
New York
$65.1M +$2M +52,697 +3%
AssetMark Inc
4
AssetMark Inc
California
$61.3M +$56.7M +1,495,414 +13,594,673%
MIH
5
Meitav Investment House
Israel
$56.9M +$37.3M +983,112 +243%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$56.5M -$2.16M -57,111 -4%
MMA
7
Miracle Mile Advisors
California
$41.4M +$15.6M +412,867 +69%
LPL Financial
8
LPL Financial
California
$32.9M +$10.1M +267,111 +50%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$28.8M +$18.2M +480,454 +218%
UBS Group
10
UBS Group
Switzerland
$23.3M +$8.06M +212,750 +60%
NVCHI
11
New Vernon Capital Holdings II
New Jersey
$21.3M +$11.7M +307,732 +146%
Bank of America
12
Bank of America
North Carolina
$18.7M +$7.8M +205,703 +82%
Wells Fargo
13
Wells Fargo
California
$17.8M +$3.72M +98,118 +29%
OPAM
14
Ocean Park Asset Management
California
$16.6M +$11.3M +299,492 +287%
CCA
15
Catalyst Capital Advisors
New York
$15.8M -$2.04M -53,793 -12%
MRC
16
Millburn Ridgefield Corp
New York
$15.8M -$2.04M -53,793 -12%
HighTower Advisors
17
HighTower Advisors
Illinois
$14.8M -$798K -21,052 -5%
Ameriprise
18
Ameriprise
Minnesota
$13.9M +$4.53M +119,505 +54%
Renaissance Technologies
19
Renaissance Technologies
New York
$13.7M +$8.69M +229,200 +218%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.7M +$3.1M +81,715 +40%
CCM
21
Cullen Capital Management
New York
$10M +$9.24M +243,786 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.81M +$4.21M +111,048 +87%
RC
23
Randolph Company
Ohio
$8.8M -$3.68K -97 -0%
BSG
24
Black Swift Group
Colorado
$8.77M -$2.04M -53,726 -20%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$8.74M +$825K +21,759 +11%

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.