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WTPI

WisdomTree Equity Premium Income Fund
WTPI

89 hedge funds and large institutions have $235M invested in WisdomTree Equity Premium Income Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $165M → $235M (+$69.7M)

7.4% more ownership

Funds ownership: 46.52% → 53.92% (+7.4%)

6% more funds holding

Funds holding: 84 → 89 (+5)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
41
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
Granite Bay Wealth Management
New Hampshire
+$31.1M
2
LPL Financial
LPL Financial
California
+$21.2M
3
ABWM
Alpine Bank Wealth Management
Colorado
+$5.48M
4
WIM
WealthPlan Investment Management
Nebraska
+$5.19M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.77M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
-$3.87M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74M
3
TI
TrueMark Investments
Illinois
-$1.14M
4
PAS
Park Avenue Securities
New York
-$951K
5
CW
CreativeOne Wealth
Kansas
-$869K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$53.1M +$21.2M +637,671 +62%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$38.4M +$31.1M +938,255 +353%
Morgan Stanley
3
Morgan Stanley
New York
$21.5M +$550K +16,573 +3%
CSP
4
Cary Street Partners
Virginia
$10.5M +$817K +24,629 +8%
CWM
5
Castle Wealth Management
Florida
$8.79M +$188K +5,664 +2%
WIM
6
WealthPlan Investment Management
Nebraska
$7.81M +$5.19M +156,481 +177%
Raymond James Financial
7
Raymond James Financial
Florida
$7.74M +$4.77M +143,924 +146%
S4W
8
Solutions 4 Wealth
Texas
$6.29M +$333K +10,026 +5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6M +$700K +21,091 +13%
ABWM
10
Alpine Bank Wealth Management
Colorado
$5.28M +$5.48M +165,323 New
CFS
11
Compass Financial Services
Iowa
$5.07M +$368K +11,085 +7%
KAS
12
Kestra Advisory Services
Texas
$4.47M +$3.93M +118,387 +546%
CTC
13
Central Trust Company
Missouri
$3.97M -$24.6K -741 -0.6%
US Bancorp
14
US Bancorp
Minnesota
$3.71M +$3.5M +105,444 +989%
OWM
15
Opes Wealth Management
California
$3.69M +$97.9K +2,951 +3%
PCMF
16
Private Capital Management (Florida)
Florida
$3.66M +$342K +10,301 +10%
TPI
17
Trust Point Inc
Wisconsin
$3.57M -$3.87M -116,801 -51%
UBS Group
18
UBS Group
Switzerland
$2.37M +$273K +8,233 +12%
AC
19
Avestar Capital
New York
$1.88M -$103K -3,112 -5%
PI
20
PFG Investments
New York
$1.77M +$36.5K +1,100 +2%
T
21
Tidemark
California
$1.74M +$75.3K +2,269 +4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$801K +24,151 +86%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.64M +$505K +15,234 +42%
NS
24
NBC Securities
Alabama
$1.63M +$1.69M +50,957 New
Jane Street
25
Jane Street
New York
$1.6M +$1.66M +50,086 New
1
2 3 4 5

WTPI Hedge Fund Activity: Q1 2026 in Review

89 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2026, worth a combined $235M — up 42% from $165M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WTPI positions and 14 closed out — a net gain of 6 holders — while 41 added to existing stakes and 10 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $31.1M. The largest seller was Trust Point Inc, cutting an estimated $3.87M.

  • 89 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2026, up from 84 in Q4 2025.
  • Funds reported $235M of WisdomTree Equity Premium Income Fund stock for Q1 2026, up 42% quarter-over-quarter.
  • 20 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2026 and 14 closed out, a net change of +6 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q1 2026 was Granite Bay Wealth Management, an estimated $31.1M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q1 2026 was Trust Point Inc, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2026.