WisdomTree Equity Premium Income Fund
WTPI
32 hedge funds and large institutions have $61.4M invested in WisdomTree Equity Premium Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $57.3M → $61.4M (+$4.04M)
2.7% more ownership
Funds ownership: 62.59% → 65.29% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 33 → 32 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5K
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $87K | +$9.55K | +302 | +13% |
|
|
MIM
27
Macroview Investment Management
Bethesda,
Maryland
| $57.4K | +$791 | +25 | +1% |
|
28
JP Morgan Chase
New York
| $48.9K | +$127 | +4 | +0.3% |
|
|
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $21.4K | – | – | – |
|
|
C
30
Covestor
London,
United Kingdom
| $3K | – | – | – |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $1.78K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $34 | +$32 | +1 | New |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$479K | -15,430 | Closed |
|
|
AWM
34
Avior Wealth Management
Omaha,
Nebraska
| – | -$13.2K | -426 | Closed |
|
WTPI Hedge Fund Activity: Q2 2023 in Review
32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2023, worth a combined $61.4M — up 7% from $57.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WTPI and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 17 added.
The largest buyer was AE Wealth Management, adding an estimated $2.35M. The largest seller was Susquehanna International Group, cutting an estimated $805K.
- 32 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2023, down from 33 in Q1 2023.
- Funds reported $61.4M of WisdomTree Equity Premium Income Fund stock for Q2 2023, up 7% quarter-over-quarter.
- 1 fund opened new WisdomTree Equity Premium Income Fund positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Equity Premium Income Fund buyer in Q2 2023 was AE Wealth Management, an estimated $2.35M added.
- The largest WisdomTree Equity Premium Income Fund seller in Q2 2023 was Susquehanna International Group, an estimated $805K sold.
Based on aggregated 13F filings for Q2 2023.