WTPI

WisdomTree Equity Premium Income Fund
WTPI

Overview Fund Activity

63 hedge funds and large institutions have $112M invested in WisdomTree Equity Premium Income Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
31
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSP
1
Cary Street Partners
Virginia
$32.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.23M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.39M
4
S4W
4
Solutions 4 Wealth
Texas
$4.82M
5
Raymond James Financial
5
Raymond James Financial
Florida
$5.2M

Top Sellers

1
TPI
1
Trust Point Inc
Wisconsin
$8.87M
2
Comerica Bank
2
Comerica Bank
Texas
$0
3
AC
3
Avestar Capital
New York
$3.14M
4
TPCW
4
TD Private Client Wealth
New York
$0
5
SP
5
Symmetry Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T
26
Tidemark
California
$467K 14,982 +10,270 +218%
Creative Planning
27
Creative Planning
Kansas
$463K 14,869 +1,052 +8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$439K 14,092 -3,572 -20%
OC
29
Oppenheimer & Co
New York
$438K 14,062 -5,049 -26%
AAS
30
Avantax Advisory Services
Texas
$433K 13,917 +5,372 +63%
PA
31
Pineridge Advisors
Missouri
$431K 13,835 +760 +6%
KA
32
Klingman & Associates
New York
$372K 11,935 – –
HWM
33
HB Wealth Management
Georgia
$350K 11,237 -1,133 -9%
KAS
34
Kestra Advisory Services
Texas
$348K 11,165 +2,857 +34%
HI
35
Harbour Investments
Wisconsin
$333K 10,702 +1,858 +21%
MML Investors Services
36
MML Investors Services
Massachusetts
$286K 9,174 +9,174 New
HighTower Advisors
37
HighTower Advisors
Illinois
$285K 9,164 +9,164 New
APW
38
Atlantic Private Wealth
North Carolina
$274K 8,793 -1,115 -11%
AC
39
Avory & Company
Florida
$234K 7,527 – –
KA
40
Kovack Advisors
Florida
$233K 7,483 +7,483 New
SIM
41
Synergy Investment Management
Florida
$233K 7,473 +7,473 New
AWM
42
Apollon Wealth Management
South Carolina
$231K 7,405 +7,405 New
WCFP
43
White & Co Financial Planning
Washington
$200K 6,448 -152 -2%
TSMHT
44
Thurston Springer Miller Herd & Titak
Indiana
$138K 4,425 +4,425 New
RFG
45
REAP Financial Group
Texas
$103K 3,308 -1,307 -28%
CFS
46
Compass Financial Services
Iowa
$78.7K 2,527 +2,527 New
GWSA
47
Global Wealth Strategies & Associates
Colorado
$47.7K 1,533 – –
FFA
48
Farther Finance Advisors
California
$44.9K 1,440 – –
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K 950 – –
ACA
50
Aptus Capital Advisors
Alabama
$29.6K 950 – –
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2
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