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WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$195M +$17.6M +356,966 +10%
MIH
2
Meitav Investment House
Israel
$143M +$197K +4,000 +0.1%
Bank of America
3
Bank of America
North Carolina
$127M +$19.5M +396,015 +19%
BlackRock
4
BlackRock
New York
$102M +$668K +13,540 +0.7%
LPL Financial
5
LPL Financial
California
$96.2M +$17.6M +356,706 +23%
DCM
6
Driehaus Capital Management
Illinois
$84.3M +$5.72M +115,949 +7%
HIIFS
7
Harel Insurance Investments & Financial Services
Israel
$81.8M +$3.03M +61,500 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$78.3M -$295K -5,990 -0.4%
Jennison Associates
9
Jennison Associates
New York
$63.4M +$62M +1,257,016 New
CI
10
Clal Insurance
Israel
$60.6M
AssetMark Inc
11
AssetMark Inc
California
$58.3M -$2.06M -41,719 -3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$52.2M +$4.09M +82,884 +9%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$51.3M +$8.46M +171,553 +20%
MMA
14
Miracle Mile Advisors
California
$48.6M +$884K +17,935 +2%
FLPIM
15
F.L. Putnam Investment Management
Massachusetts
$46.5M +$45.5M +922,496 New
Wells Fargo
16
Wells Fargo
California
$41.3M +$6.24M +126,583 +18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$40.3M +$33.1M +671,618 +533%
UBS Group
18
UBS Group
Switzerland
$39.7M -$88.4K -1,793 -0.2%
Jane Street
19
Jane Street
New York
$36M +$3.11M +63,010 +10%
JP Morgan Chase
20
JP Morgan Chase
New York
$32.1M +$1.33M +26,885 +4%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$29.6M -$43.1M -875,000 -60%
KHLMVGHM
22
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$27.7M
VVP
23
Venture Visionary Partners
Ohio
$25.2M +$1.72M +34,935 +8%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$25M +$5.23M +106,032 +27%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$24.9M +$23.4M +475,228 +2,546%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.