WisdomTree Equity Premium Income Fund
WTPI
25 hedge funds and large institutions have $134M invested in WisdomTree Equity Premium Income Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
301% more capital invested
Capital invested by funds: $33.6M → $134M (+$101M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more funds holding
Funds holding: 17 → 25 (+8)
18.01% more ownership
Funds ownership: 64.01% → 82.02% (+18%)
Top Buyers
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$88.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.31M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.23M |
| 4 |
SG
StoneX Group
New York
|
+$548K |
| 5 |
Morgan Stanley
New York
|
+$512K |
Top Sellers
| 1 |
Jane Street
New York
|
-$2.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$2.08M | -73,443 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -35,902 | Closed |
|
WTPI Hedge Fund Activity: Q2 2017 in Review
25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2017, worth a combined $134M — up 301% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WTPI positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $88.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.08M sold.
- 25 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2017, up from 17 in Q1 2017.
- Funds reported $134M of WisdomTree Equity Premium Income Fund stock for Q2 2017, up 301% quarter-over-quarter.
- 10 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2017 and 2 closed out, a net change of +8 holders.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2017 was Orgel Wealth Management, an estimated $88.2M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2017 was Jane Street, an estimated $2.08M sold.
Based on aggregated 13F filings for Q2 2017.