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WTPI

WisdomTree Equity Premium Income Fund
WTPI

42 hedge funds and large institutions have $44.1M invested in WisdomTree Equity Premium Income Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

30% more capital invested

Capital invested by funds: $34M → $44.1M (+$10.1M)

24% more funds holding

Funds holding: 34 → 42 (+8)

1.81% more ownership

Funds ownership: 52.27% → 54.07% (+1.8%)

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.71M
2
SIM
Stratos Investment Management
Ohio
+$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$920K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$542K
5
CTC
Central Trust Company
Missouri
+$384K

Top Sellers

1
KWM
Kingsview Wealth Management
Oregon
-$821K
2
OMC
Old Mission Capital
Illinois
-$371K
3
WANY
Wealthspire Advisors (New York)
New York
-$291K
4
RF
RHS Financial
California
-$190K
5
RJT
Raymond James Trust
Florida
-$57.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$196K +$143K +4,245 +291%
MIM
27
Macroview Investment Management
Maryland
$138K – – –
APA
28
American Portfolios Advisors
New York
$84.2K +$56.2K +1,662 +214%
JP Morgan Chase
29
JP Morgan Chase
New York
$58K – – –
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K – – –
CAL
31
Capital Analysts LLC
Pennsylvania
$31K +$30.4K +900 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
AF
33
Allworth Financial
California
$12K – – –
HI
34
Harbour Investments
Wisconsin
$10K -$13.5K -400 -57%
M1FG
35
Mach-1 Financial Group
Arkansas
$7K +$7.4K +219 New
AF
36
Advisornet Financial
Minnesota
$5K +$4.63K +137 New
C
37
Covestor
United Kingdom
$4K +$3.68K +109 New
RCM
38
Raleigh Capital Management
North Carolina
$4K +$5.58K +165 New
KWM
39
Kingsview Wealth Management
Oregon
– -$821K -25,227 Closed
OMC
40
Old Mission Capital
Illinois
– -$371K -11,387 Closed
WANY
41
Wealthspire Advisors (New York)
New York
– -$291K -8,924 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– +$34 +1 New
AssetMark Inc
43
AssetMark Inc
California
– +$372 +11 New
1
2

WTPI Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q4 2021, worth a combined $44.1M — up 30% from $34M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTPI positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $821K sold.

  • 42 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $44.1M of WisdomTree Equity Premium Income Fund stock for Q4 2021, up 30% quarter-over-quarter.
  • 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q4 2021 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.71M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q4 2021 was Kingsview Wealth Management, an estimated $821K sold.

Based on aggregated 13F filings for Q4 2021.