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WTPI

WisdomTree Equity Premium Income Fund
WTPI

39 hedge funds and large institutions have $80.9M invested in WisdomTree Equity Premium Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3.64% more ownership

Funds ownership: 74.24% → 77.88% (+3.6%)

3% more funds holding

Funds holding: 38 → 39 (+1)

3% more capital invested

Capital invested by funds: $78.4M → $80.9M (+$2.57M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
11
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Opes Wealth Management
California
+$1.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$479K
3
KA
Klingman & Associates
New York
+$477K
4
OMC
Old Mission Capital
Illinois
+$410K
5
RJT
Raymond James Trust
Florida
+$281K

Top Sellers

1
RF
RHS Financial
California
-$1.89M
2
Bank of America
Bank of America
North Carolina
-$1.68M
3
LWA
Lenox Wealth Advisors
New York
-$853K
4
LPL Financial
LPL Financial
California
-$286K
5
ML
McAdam LLC
Pennsylvania
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$111K +$5.94K +203 +6%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K – – –
MIM
28
Macroview Investment Management
Maryland
$90K -$22K -752 -20%
JP Morgan Chase
29
JP Morgan Chase
New York
$51K -$292 -10 -0.6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$37K +$3.66K +125 +12%
APA
31
American Portfolios Advisors
New York
$25.5K – – –
CAC
32
Certified Advisory Corp
Florida
$16K +$15.9K +542 New
AWMS
33
Advocacy Wealth Management Services
Georgia
$15K – – –
HI
34
Harbour Investments
Wisconsin
$12K +$11.7K +400 New
William Blair & Company
35
William Blair & Company
Illinois
$10K – – –
AIC
36
Ameritas Investment Company
Nebraska
$8.82K +$8.54K +292 New
M1FG
37
Mach-1 Financial Group
Arkansas
$6K +$2.19K +75 +57%
AWA
38
Arkadios Wealth Advisors
Georgia
$1K +$1.29K +44 New
LPL Financial
39
LPL Financial
California
– -$286K -10,029 Closed
ML
40
McAdam LLC
Pennsylvania
– -$206K -7,190 Closed
CWM
41
Curi Wealth Management
North Carolina
– -$84K -2,972 Closed
PG
42
Proffitt & Goodson
Tennessee
– -$8K -271 Closed
ASN
43
Advisory Services Network
Georgia
– -$6K -224 Closed
CCC
44
Crescent Capital Consulting
Louisiana
– -$2K -72 Closed
1
2

WTPI Hedge Fund Activity: Q1 2021 in Review

39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q1 2021, worth a combined $80.9M — up 3.3% from $78.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WTPI positions and 7 closed out — a net gain of 1 holder — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Opes Wealth Management, opening a new position worth an estimated $1.33M. The largest seller was RHS Financial, cutting an estimated $1.89M.

  • 39 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $80.9M of WisdomTree Equity Premium Income Fund stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 8 funds opened new WisdomTree Equity Premium Income Fund positions in Q1 2021 and 7 closed out, a net change of +1 holder.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q1 2021 was Opes Wealth Management, an estimated $1.33M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q1 2021 was RHS Financial, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2021.