We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

296 hedge funds and large institutions have $2.42B invested in WisdomTree India Earnings Fund ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $9.83M | Put options by funds: $6.88M

32.01% more ownership

Funds ownership: 62.61%94.63% (+32%)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

15% more capital invested

Capital invested by funds: $2.1B → $2.42B (+$324M)

10% less funds holding

Funds holding: 329296 (-33)

49% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 57

Holders
296
Holders Change
-33
Holders Change %
-10.03%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
29
Increased
110
Reduced
94
Closed
57
Calls
$9.83M
Puts
$6.88M
Net Calls
+$2.95M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
1
New Vernon Capital Holdings II
New Jersey
$509M +$954M +22,249,776 +128,123%
MIH
2
Meitav Investment House
Israel
$145M -$2.4M -55,973 -2%
Morgan Stanley
3
Morgan Stanley
New York
$143M -$18.8M -437,472 -12%
CI
4
Clal Insurance
Israel
$131M +$77.2M +1,800,000 +150%
BlackRock
5
BlackRock
New York
$114M +$18.4M +429,364 +20%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$112M -$276K -6,430 -0.3%
Bank of America
7
Bank of America
North Carolina
$109M +$9.41M +219,406 +10%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$70.9M
LPL Financial
9
LPL Financial
California
$67.1M -$812K -18,931 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$63.7M -$3.99M -93,160 -6%
FLPIM
11
F.L. Putnam Investment Management
Massachusetts
$43.5M +$1.47M +34,361 +4%
KHLMVGHM
12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$42.8M
MMA
13
Miracle Mile Advisors
California
$41.3M +$1.4M +32,704 +4%
Wells Fargo
14
Wells Fargo
California
$37.4M +$5.07M +118,277 +16%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$34M +$32.8M +764,697 +5,908%
DCM
16
Driehaus Capital Management
Illinois
$32.9M +$32.3M +752,491 New
UBS Group
17
UBS Group
Switzerland
$32.7M -$5M -116,609 -13%
MD
18
Money Design
Japan
$30.7M +$2.56M +59,594 +9%
JP Morgan Chase
19
JP Morgan Chase
New York
$30.4M +$1.19M +27,731 +4%
CCA
20
Catalyst Capital Advisors
New York
$21.4M +$2.04M +47,630 +11%
MRC
21
Millburn Ridgefield Corp
New York
$21.4M +$2.04M +47,630 +11%
Jennison Associates
22
Jennison Associates
New York
$21.2M -$25.6M -595,903 -55%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$20.3M -$143K -3,327 -0.7%
Ameriprise
24
Ameriprise
Minnesota
$20.1M +$3.98M +92,840 +25%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$19.8M -$8.32M -194,138 -30%

EPI Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2025, worth a combined $2.42B — up 15% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of EPI and 29 opened new positions — a net loss of 28 holders — while 94 trimmed existing stakes and 110 added.

The largest buyer was New Vernon Capital Holdings II, adding an estimated $954M. The largest seller was Jane Street, cutting an estimated $126M.

  • 296 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2025, down from 329 in Q4 2024.
  • Funds reported $2.42B of WisdomTree India Earnings Fund ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2025 and 57 closed out, a net change of -28 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2025 was New Vernon Capital Holdings II, an estimated $954M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2025 was Jane Street, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2025.