WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

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
–

Top Buyers

1
CFS
1
Compass Financial Services
Iowa
$3.96M
2
TPI
2
Trust Point Inc
Wisconsin
$11.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.1M
4
NA
4
NewEdge Advisors
Louisiana
$1.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.17M
2
CSP
2
Cary Street Partners
Virginia
$32.5M
3
WWA
3
WCG Wealth Advisors
Nevada
$821K
4
HI
4
Harbour Investments
Wisconsin
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$662K 20,657 +1,856 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$652K 20,361 +6,269 +44%
AWA
28
Arkadios Wealth Advisors
Georgia
$652K 20,342 +1,472 +8%
KAS
29
Kestra Advisory Services
Texas
$634K 19,787 +8,622 +77%
SAM
30
Smartleaf Asset Management
Massachusetts
$595K 18,550 +674 +4%
OMC
31
Old Mission Capital
Illinois
$565K 17,643 +17,643 New
PA
32
Pineridge Advisors
Missouri
$494K 15,423 +1,588 +11%
OC
33
Oppenheimer & Co
New York
$456K 14,221 +159 +1%
KA
34
Klingman & Associates
New York
$382K 11,935 – –
AWM
35
Apollon Wealth Management
South Carolina
$360K 11,221 +3,816 +52%
MFG
36
Merit Financial Group
Georgia
$333K 10,403 +10,403 New
AAS
37
Avantax Advisory Services
Texas
$330K 10,291 -3,626 -26%
MML Investors Services
38
MML Investors Services
Massachusetts
$316K 9,876 +702 +8%
IAA
39
Independent Advisor Alliance
North Carolina
$300K 9,356 +9,356 New
KA
40
Kovack Advisors
Florida
$283K 8,832 +1,349 +18%
TA
41
Tactive Advisors
Florida
$283K 8,818 +8,818 New
APW
42
Atlantic Private Wealth
North Carolina
$282K 8,793 – –
SIM
43
Synergy Investment Management
Florida
$244K 7,621 +148 +2%
AC
44
Avory & Company
Florida
$241K 7,527 – –
HWM
45
HB Wealth Management
Georgia
$229K 7,131 -4,106 -37%
CWM
46
Collaborative Wealth Management
Florida
$227K 7,093 +7,093 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$219K 6,850 +6,850 New
WCFP
48
White & Co Financial Planning
Washington
$218K 6,801 +353 +5%
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$142K 4,425 – –
AAS
50
Ameritas Advisory Services
Nebraska
$96.1K 3,000 +3,000 New
1
2
3