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WisdomTree India Earnings Fund ETF

306 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$169M +$34.5M +755,836 +28%
MIH
2
Meitav Investment House
Israel
$137M +$11.4M +250,247 +10%
Bank of America
3
Bank of America
North Carolina
$102M +$38.9M +853,066 +68%
BlackRock
4
BlackRock
New York
$96.8M +$8.19M +179,652 +10%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$75.3M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$75.2M
DCM
7
Driehaus Capital Management
Illinois
$75.1M
LPL Financial
8
LPL Financial
California
$74.8M +$13.2M +290,598 +23%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$70.6M +$66.7M +1,462,149 New
CI
10
Clal Insurance
Israel
$57.9M +$54.7M +1,200,000 New
AssetMark Inc
11
AssetMark Inc
California
$57.8M -$45M -986,928 -45%
MMA
12
Miracle Mile Advisors
California
$45.7M +$1.37M +30,062 +3%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$45.7M +$42.1M +923,395 +4,337%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$40.8M -$5.44M -119,231 -12%
UBS Group
15
UBS Group
Switzerland
$38.1M +$5.96M +130,794 +20%
Wells Fargo
16
Wells Fargo
California
$33.4M +$2.39M +52,525 +8%
OPAM
17
Ocean Park Asset Management
California
$32.9M
Jane Street
18
Jane Street
New York
$31.4M -$190M -4,163,127 -86%
JP Morgan Chase
19
JP Morgan Chase
New York
$29.4M +$5.48M +120,128 +25%
KHLMVGHM
20
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$26.5M
VVP
21
Venture Visionary Partners
Ohio
$22.4M +$4.32M +94,649 +26%
Twin Tree Management
22
Twin Tree Management
Texas
$21.4M +$19.8M +433,843 +4,177%
NVCHI
23
New Vernon Capital Holdings II
New Jersey
$20.6M -$4.22M -92,656 -18%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$3.35M +73,474 +23%
CCA
25
Catalyst Capital Advisors
New York
$18.6M -$952K -20,879 -5%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.