WTPI

WisdomTree Equity Premium Income Fund

69 hedge funds and large institutions have $130M invested in WisdomTree Equity Premium Income Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
33
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSP
1
Cary Street Partners
Virginia
$32.5M 1,013,684 -18,483 -2%
TPI
2
Trust Point Inc
Wisconsin
$11.6M 361,053 +76,307 +27%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M 347,448 +51,157 +17%
CWM
4
Castle Wealth Management
Florida
$8.06M 251,640 +16,573 +7%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$6.21M 193,765 +20,618 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.8M 181,006 +39,911 +28%
LPL Financial
7
LPL Financial
California
$5.78M 180,522 +33,252 +23%
Raymond James Financial
8
Raymond James Financial
Florida
$5.44M 169,661 +2,778 +2%
S4W
9
Solutions 4 Wealth
Texas
$5.33M 166,383 +11,469 +7%
CFS
10
Compass Financial Services
Iowa
$3.96M 123,480 +120,953 +4,786%
OWM
11
Opes Wealth Management
California
$3.42M 106,731 +5,140 +5%
CTC
12
Central Trust Company
Missouri
$3.36M 104,939 +18,027 +21%
AC
13
Avestar Capital
New York
$3.29M 102,818 +1,998 +2%
PCMF
14
Private Capital Management (Florida)
Florida
$2.87M 89,423 +2,024 +2%
UBS Group
15
UBS Group
Switzerland
$1.53M 47,865 +37 +0.1%
NA
16
NewEdge Advisors
Louisiana
$1.3M 40,581 +40,581 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.17M 36,604 -31,631 -46%
CAM
18
Cresset Asset Management
Illinois
$1.12M 34,839 +340 +1%
VWA
19
Visionary Wealth Advisors
Illinois
$1.09M 34,099 +11,352 +50%
Jane Street
20
Jane Street
New York
$1.01M 31,464 +5,788 +23%
Osaic Holdings
21
Osaic Holdings
Arizona
$963K 29,209 -6,878 -19%
Creative Planning
22
Creative Planning
Kansas
$868K 27,098 +12,229 +82%
T
23
Tidemark
California
$834K 26,022 +11,040 +74%
WWA
24
WCG Wealth Advisors
Nevada
$821K 25,623 -12,203 -32%
DAS
25
Diversify Advisory Services
Utah
$748K 22,824 -357 -2%