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WTPI

WisdomTree Equity Premium Income Fund
WTPI

49 hedge funds and large institutions have $57.9M invested in WisdomTree Equity Premium Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 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)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

9% more funds holding

Funds holding: 45 → 49 (+4)

8% less capital invested

Capital invested by funds: $63M → $57.9M (-$5.1M)

9.5% less ownership

Funds ownership: 66.39% → 56.89% (-9.5%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
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
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S4W
Solutions 4 Wealth
Texas
+$1.92M
2
CSPAM
Cary Street Partners Asset Management
Virginia
+$1.78M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.34M
4
Jane Street
Jane Street
New York
+$1.07M
5
CAM
Cresset Asset Management
Illinois
+$953K

Top Sellers

1
SIM
Stratos Investment Management
Ohio
-$10.7M
2
TPI
Trust Point Inc
Wisconsin
-$3.15M
3
RJT
Raymond James Trust
Florida
-$1.78M
4
HighTower Advisors
HighTower Advisors
Illinois
-$299K
5
CTC
Central Trust Company
Missouri
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Klingman & Associates
New York
$448K – – –
AWA
27
Arkadios Wealth Advisors
Georgia
$394K +$389K +11,812 New
PA
28
Pineridge Advisors
Missouri
$379K +$22.3K +679 +6%
APW
29
Atlantic Private Wealth
North Carolina
$331K – – –
Bank of America
30
Bank of America
North Carolina
$321K -$216K -6,555 -41%
AAS
31
Avantax Advisory Services
Texas
$278K -$48K -1,459 -15%
OC
32
Oppenheimer & Co
New York
$231K +$228K +6,935 New
HI
33
Harbour Investments
Wisconsin
$225K +$46.1K +1,401 +26%
RFG
34
REAP Financial Group
Texas
$201K -$91.9K -2,792 -32%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$134K +$132K +4,024 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$98K +$12.4K +376 +15%
JP Morgan Chase
37
JP Morgan Chase
New York
$67.2K -$66 -2 -0.1%
GWSA
38
Global Wealth Strategies & Associates
Colorado
$51.1K -$9.61K -292 -16%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$47.8K +$47.2K +1,434 New
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$33.9K +$32.9K +1,000 New
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K – – –
ACA
42
Aptus Capital Advisors
Alabama
$16.7K +$16.4K +500 New
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7K +$16.4K +500 New
C
44
Covestor
United Kingdom
$3K – – –
SAM
45
Smartleaf Asset Management
Massachusetts
$1.3K – – –
CAS
46
Coppell Advisory Solutions
Texas
$300 +$296 +9 New
DFA
47
DHJJ Financial Advisors
Illinois
$67 – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$33 +$33 +1 New
Wells Fargo
49
Wells Fargo
California
$31 – – –
SIM
50
Stratos Investment Management
Ohio
– -$10.7M -320,260 Closed
1
2
3

WTPI Hedge Fund Activity: Q2 2024 in Review

49 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q2 2024, worth a combined $57.9M — down 8.1% from $63M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WTPI positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Solutions 4 Wealth, opening a new position worth an estimated $1.92M. The largest seller was Stratos Investment Management, exiting entirely with an estimated $10.7M sold.

  • 49 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $57.9M of WisdomTree Equity Premium Income Fund stock for Q2 2024, down 8.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree Equity Premium Income Fund positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q2 2024 was Solutions 4 Wealth, an estimated $1.92M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q2 2024 was Stratos Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.