WTPI

WisdomTree Equity Premium Income Fund

71 hedge funds and large institutions have $151M invested in WisdomTree Equity Premium Income Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$902K
AWA
27
Arkadios Wealth Advisors
Georgia
$899K
PFG
28
Prosperity Financial Group
California
$860K
WWA
29
WCG Wealth Advisors
Nevada
$805K
PAG
30
Private Advisor Group
New Jersey
$695K
DAS
31
Diversify Advisory Services
Utah
$674K
KAS
32
Kestra Advisory Services
Texas
$603K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$552K
OC
34
Oppenheimer & Co
New York
$474K
MML Investors Services
35
MML Investors Services
Massachusetts
$414K
KA
36
Klingman & Associates
New York
$397K
AWM
37
Apollon Wealth Management
South Carolina
$373K
HWM
38
HB Wealth Management
Georgia
$371K
TA
39
Tactive Advisors
Florida
$361K
MFG
40
Merit Financial Group
Georgia
$346K
KA
41
Kovack Advisors
Florida
$338K
AAS
42
Ameritas Advisory Services
Nebraska
$321K
CWM
43
Collaborative Wealth Management
Florida
$306K
APW
44
Atlantic Private Wealth
North Carolina
$293K
SIM
45
Synergy Investment Management
Florida
$261K
AC
46
Avory & Company
Florida
$250K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$248K
PA
48
Pineridge Advisors
Missouri
$239K
WCFP
49
White & Co Financial Planning
Washington
$224K
CIA
50
Concurrent Investment Advisors
Florida
$206K