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WTPI

WisdomTree Equity Premium Income Fund
WTPI

49 hedge funds and large institutions have $68.3M invested in WisdomTree Equity Premium Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $57.9M → $68.3M (+$10.4M)

0% more funds holding

Funds holding: 49 → 49 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.32% less ownership

Funds ownership: 56.89% → 53.58% (-3.3%)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Castle Wealth Management
Florida
+$5.25M
2
Morgan Stanley
Morgan Stanley
New York
+$2.56M
3
LPL Financial
LPL Financial
California
+$1.98M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.77M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.62M

Top Sellers

1
CCM
Crabel Capital Management
California
-$8.35M
2
OMC
Old Mission Capital
Illinois
-$736K
3
RJA
Raymond James & Associates
Florida
-$627K
4
AC
Avestar Capital
New York
-$432K
5
Bank of America
Bank of America
North Carolina
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$456K -$53.7K -1,625 -11%
HWM
27
HB Wealth Management
Georgia
$449K -$54.4K -1,646 -11%
KA
28
Klingman & Associates
New York
$445K – – –
PA
29
Pineridge Advisors
Missouri
$433K +$56.3K +1,704 +15%
OC
30
Oppenheimer & Co
New York
$397K +$168K +5,074 +73%
APW
31
Atlantic Private Wealth
North Carolina
$328K – – –
RJA
32
Raymond James & Associates
Florida
$300K -$627K -18,970 -68%
HI
33
Harbour Investments
Wisconsin
$289K +$66.3K +2,007 +30%
AAS
34
Avantax Advisory Services
Texas
$276K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$189K +$90.8K +2,748 +93%
RFG
36
REAP Financial Group
Texas
$188K -$11.6K -350 -6%
GWSA
37
Global Wealth Strategies & Associates
Colorado
$50.7K – – –
FFA
38
Farther Finance Advisors
California
$47.7K +$47.6K +1,440 New
ACA
39
Aptus Capital Advisors
Alabama
$31.4K +$14.9K +450 +90%
GWANC
40
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.4K +$14.9K +450 +90%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$20K -$46.6K -1,409 -70%
FFA
43
Founders Financial Alliance
North Carolina
$11.8K +$11.7K +355 New
C
44
Covestor
United Kingdom
$2K -$397 -12 -16%
SAM
45
Smartleaf Asset Management
Massachusetts
$1.29K – – –
CAS
46
Coppell Advisory Solutions
Texas
$297 – – –
DFA
47
DHJJ Financial Advisors
Illinois
$67 – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$66 +$33 +1 +100%
Wells Fargo
49
Wells Fargo
California
$18 – – –
OMC
50
Old Mission Capital
Illinois
– -$736K -22,052 Closed
1
2
3

WTPI Hedge Fund Activity: Q3 2024 in Review

49 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Equity Premium Income Fund (WTPI) for Q3 2024, worth a combined $68.3M — up 18% from $57.9M a quarter earlier.

Fund positioning in WTPI was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 12 trimmed.

The largest buyer was Castle Wealth Management, adding an estimated $5.25M. The largest seller was Crabel Capital Management, cutting an estimated $8.35M.

  • 49 institutional investors held WisdomTree Equity Premium Income Fund (WTPI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $68.3M of WisdomTree Equity Premium Income Fund stock for Q3 2024, up 18% quarter-over-quarter.
  • 5 funds opened new WisdomTree Equity Premium Income Fund positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree Equity Premium Income Fund buyer in Q3 2024 was Castle Wealth Management, an estimated $5.25M added.
  • The largest WisdomTree Equity Premium Income Fund seller in Q3 2024 was Crabel Capital Management, an estimated $8.35M sold.

Based on aggregated 13F filings for Q3 2024.